LYNCH & ASSOCIATES/IN - Portfolio overview

LYNCH & ASSOCIATES/IN has 129 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 7.02%
2. WMT - WAL-MART STORES INC, 4.14%
3. IVV - ISHARES CORE S&P 500 INDEX, 4.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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