LYNCH & ASSOCIATES/IN

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    evansville, IN
  • CIK
    0001108965
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

118

$462.35 M
MSFT, IVV, WMT, IJH
13F-HR
Apr 17, 2025
000110896525000004

116

$460.88 M
MSFT, IVV, WMT, IJH
13F-HR
Jan 10, 2025
000110896525000001

120

$472.99 M
MSFT, IVV, IJH, WMT
13F-HR
Oct 15, 2024
000110896524000004

119

$443.83 M
MSFT, IVV, IJH, PG
13F-HR
Aug 6, 2024
000110896524000003

121

$432.99 M
MSFT, IVV, IJH, PG
13F-HR
Apr 9, 2024
000110896524000002

122

$411.46 M
MSFT, IVV, IJH, JNJ
13F-HR
Jan 8, 2024
000110896524000001

116

$379.06 M
MSFT, IVV, XOM, JNJ
RESTATEMENT
Oct 24, 2023
000110896523000005

103

$390.79 M
MSFT, JNJ, IVV, IJH
RESTATEMENT
Oct 24, 2023
000110896523000006

107

$381.22 M
MSFT, JNJ, IJH, IVV
RESTATEMENT
Oct 24, 2023
000110896523000007

103

$382.55 M
MSFT, JNJ, IJH, PG
RESTATEMENT
Oct 24, 2023
000110896523000008

106

$341.81 M
MSFT, JNJ, IJH, IVV
13F-HR
Oct 3, 2022
000110896522000004

103

$367.56 M
MSFT, JNJ, PG, IJH
13F-HR
Jul 6, 2022
000110896522000003

105

$412.85 M
MSFT, JNJ, IVV, IJH
13F-HR
Apr 8, 2022
000110896522000002

106

$423.61 M
MSFT, IVV, JNJ, IJH
13F-HR
Jan 11, 2022
000110896522000001

105

$386.07 M
MSFT, JNJ, IVV, IJH
13F-HR
Oct 12, 2021
000110896521000009

105

$389.70 M
MSFT, JNJ, IVV, IJH
13F-HR
Jul 21, 2021
000110896521000008

106

$370.34 M
MSFT, JNJ, IVV, IJH
13F-HR
Apr 9, 2021
000110896521000002

107

$367.14 M
UPS, MSFT, JNJ, IVV
13F-HR
Jan 20, 2021
000110896521000001

101

$333.93 M
UPS, MSFT, JNJ, PG
13F-HR
Oct 21, 2020
000110896520000004

101

$309.16 M
MSFT, UPS, JNJ, IVV
13F-HR
Jul 20, 2020
000110896520000003

98

$272.14 M
MSFT, UPS, JNJ, 1848782D
13F-HR
Apr 28, 2020
000110896520000002

99

$347.96 M
UPS, MSFT, JNJ, 1848782D
13F-HR
Jan 10, 2020
000110896520000001

95

$326.97 M
UPS, MSFT, PG, JNJ
13F-HR
Oct 3, 2019
000110896519000004

95

$307.73 M
MSFT, JNJ, IVV, PG
13F-HR
Jul 19, 2019
000110896519000003

95

$301.55 M
MSFT, JNJ, 1848782D, IVV
13F-HR
Apr 25, 2019
000110896519000002

92

$267.82 M
MSFT, JNJ, 1848782D, IVV
13F-HR
Jan 10, 2019
000110896519000001

99

$296.29 M
MSFT, JNJ, UPS, IVV
13F-HR
Oct 5, 2018
000110896518000004

96

$276.05 M
MSFT, JNJ, IJH, IVV
13F-HR
Jul 9, 2018
000110896518000003

98

$261.51 M
MSFT, JNJ, 1848782D, IVV
13F-HR
Apr 6, 2018
000110896518000002

97

$266.80 M
JNJ, MSFT, IVV, IJH
13F-HR
Jan 4, 2018
000110896518000001

96

$251.69 M
JNJ, MSFT, XOM, IJH
13F-HR
Oct 18, 2017
000110896517000004

102

$253.13 M
UPS, JNJ, MSFT, XOM
13F-HR
Jul 20, 2017
000110896517000003

101

$245.20 M
UPS, JNJ, MSFT, XOM
13F-HR
Apr 10, 2017
000110896517000002

103

$237.57 M
UPS, JNJ, XOM, MSFT
13F-HR
Jan 9, 2017
000110896517000001

109

$227.30 M
UPS, JNJ, XOM, MSFT
13F-HR
Oct 4, 2016
000110896516000008

111

$223.80 M
UPS, JNJ, XOM, MSFT
13F-HR
Jul 20, 2016
000110896516000007

111

$210.32 M
UPS, JNJ, XOM, MSFT
13F-HR
Apr 11, 2016
000110896516000006

109

$194.85 M
UPS, JNJ, XOM, MSFT
13F-HR
Feb 29, 2016
000110896516000005

107

$180.51 M
UPS, JNJ, XOM, MSFT
13F-HR
Oct 14, 2015
000110896515000004

108

$191.56 M
UPS, JNJ, XOM, IJH
13F-HR
Jul 21, 2015
000110896515000003

106

$189.92 M
UPS, JNJ, XOM, IJH
13F-HR
Apr 13, 2015
000110896515000002

97

$185.95 M
UPS, JNJ, XOM, MSFT
13F-HR
Jan 21, 2015
000110896515000001

97

$178.00 M
UPS, JNJ, XOM, MSFT
13F-HR
Oct 3, 2014
000110896514000004

91

$175.14 M
UPS, XOM, JNJ, GE
13F-HR
Jul 15, 2014
000110896514000003

96

$169.54 M
UPS, XOM, JNJ, GE
13F-HR
Apr 15, 2014
000110896514000002

95

$167.37 M
UPS, XOM, JNJ, GE
13F-HR
Jan 22, 2014
000110896514000001
Lynch & Associates/in 13F Filings