LYNCH & ASSOCIATES/IN - Q1 2018 holdings

$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 NewISHARES CORE MSCI TOTAL INTERNetf$1,156,00018,342
+100.0%
0.44%
ITOT NewISHARES CORE S&P TOTAL US STOCetf$1,029,00017,012
+100.0%
0.39%
GABC NewGERMAN AMERICAN BANCORP$968,00029,023
+100.0%
0.37%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2018-04-06
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MICROSOFT CORP43Q4 202310.1%
UNITED PARCEL SERVICE INC43Q4 20239.9%
JOHNSON & JOHNSON43Q4 20235.0%
EXXON MOBIL CORP43Q4 20235.5%
ISHARES CORE S&P MIDCAP 400 IN43Q4 20234.0%
ISHARES CORE S&P 500 INDEX43Q4 20234.1%
PROCTER & GAMBLE CO43Q4 20234.2%
INTEL CORP43Q4 20234.2%
PFIZER INC43Q4 20233.2%
WAL-MART STORES INC43Q4 20233.2%

View LYNCH & ASSOCIATES/IN's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-09
13F-HR2024-01-08
13F-HR/A2023-10-24
13F-HR/A2023-10-24
13F-HR/A2023-10-24
13F-HR/A2023-10-24
13F-HR2023-10-24
13F-HR2023-07-13
13F-HR2023-04-04
13F-HR2023-01-05

View LYNCH & ASSOCIATES/IN's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (261506000.0 != 261514000.0)

Export LYNCH & ASSOCIATES/IN's holdings