$262 Million is the total value of LYNCH & ASSOCIATES/IN's 98 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IXUS | New | ISHARES CORE MSCI TOTAL INTERNetf | $1,156,000 | – | 18,342 | +100.0% | 0.44% | – |
| ITOT | New | ISHARES CORE S&P TOTAL US STOCetf | $1,029,000 | – | 17,012 | +100.0% | 0.39% | – |
| GABC | New | GERMAN AMERICAN BANCORP | $968,000 | – | 29,023 | +100.0% | 0.37% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-06
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.