$391 Million is the total value of LYNCH & ASSOCIATES/IN's 103 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPSM | New | SPDR PORTFOLIO S&P 600 SMALL Cetf | $439,941 | – | 11,327 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-10-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 45 | Q2 2024 | 10.8% |
| UNITED PARCEL SERVICE INC | 45 | Q2 2024 | 9.9% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 5.0% |
| ISHARES CORE S&P MIDCAP 400 IN | 45 | Q2 2024 | 4.1% |
| EXXON MOBIL CORP | 45 | Q2 2024 | 5.5% |
| ISHARES CORE S&P 500 INDEX | 45 | Q2 2024 | 4.4% |
| PROCTER & GAMBLE CO | 45 | Q2 2024 | 4.2% |
| INTEL CORP | 45 | Q2 2024 | 4.2% |
| PFIZER INC | 45 | Q2 2024 | 3.2% |
| WAL-MART STORES INC | 45 | Q2 2024 | 3.3% |
View LYNCH & ASSOCIATES/IN's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-06 |
| 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 |
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.