$253 Million is the total value of LYNCH & ASSOCIATES/IN's 102 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
COUP | New | COUPA SOFTWARE INC | $385,000 | – | 13,281 | +100.0% | 0.15% | – |
PCSB | New | PCSB FNCL CORP | $171,000 | – | 10,000 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-20
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 43 | Q4 2023 | 10.1% |
UNITED PARCEL SERVICE INC | 43 | Q4 2023 | 9.9% |
JOHNSON & JOHNSON | 43 | Q4 2023 | 5.0% |
EXXON MOBIL CORP | 43 | Q4 2023 | 5.5% |
ISHARES CORE S&P MIDCAP 400 IN | 43 | Q4 2023 | 4.0% |
ISHARES CORE S&P 500 INDEX | 43 | Q4 2023 | 4.1% |
PROCTER & GAMBLE CO | 43 | Q4 2023 | 4.2% |
INTEL CORP | 43 | Q4 2023 | 4.2% |
PFIZER INC | 43 | Q4 2023 | 3.2% |
WAL-MART STORES INC | 43 | Q4 2023 | 3.2% |
View LYNCH & ASSOCIATES/IN's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-09 |
13F-HR | 2024-01-08 |
13F-HR/A | 2023-10-24 |
13F-HR/A | 2023-10-24 |
13F-HR/A | 2023-10-24 |
13F-HR/A | 2023-10-24 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-04 |
13F-HR | 2023-01-05 |
View LYNCH & ASSOCIATES/IN's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.