Institutional Fund
Lynch & Associates/In
Evansville, INCIK 11089655 filings on record
Portfolio Value
$532.58M
Q1 2026
Holdings
126
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+0.7%
from $528.90M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp7.0%
- Walmart Inc4.1%
- Ishares Tr4.1%
- Ishares Tr4.0%
- Johnson & Johnson4.0%
- Exxon Mobil Corp3.8%
- Other72.9%
Portfolio Holdings
126 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 101.0K | $37.40M | 7.0% | −294 | Reduced |
| 2 | Walmart Inc | 177.5K | $22.06M | 4.1% | −3.5K | Reduced |
| 3 | Ishares Tr | 33.4K | $21.82M | 4.1% | +88 | Added |
| 4 | Ishares Tr | 318.6K | $21.51M | 4.0% | +5.4K | Added |
| 5 | Johnson & Johnson | 86.8K | $21.21M | 4.0% | −1.1K | Reduced |
| 6 | Exxon Mobil Corp | 120.8K | $20.49M | 3.8% | −1.7K | Reduced |
| 7 | Jpmorgan Chase & Co. | 52.5K | $15.43M | 2.9% | −182 | Reduced |
| 8 | Abbvie Inc | 69.8K | $15.19M | 2.9% | +69 | Added |
| 9 | Apple Inc | 49.9K | $12.67M | 2.4% | +424 | Added |
| 10 | Procter And Gamble Co | 86.4K | $12.48M | 2.3% | −632 | Reduced |
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