LYNCH & ASSOCIATES/IN

EVANSVILLE, IN · CIK 1108965 · 13F filing filed 2026-07-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyEvansville, IN

$572.5m reported value +7.5% vs Q1 2026

129positions

36.8%in top 10

7 new 43 added 55 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	100,370	$37.4m6.54%	6.54%	Reduced -670	-670 -0.7%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	32,887	$24.6m4.30%	4.30%	Reduced -521	-521 -1.6%
3	ISHARES TR CORE S&P MCP ETF IJH	IJH	313,704	$24.2m4.23%	4.23%	Reduced -4.9k	-4,861 -1.5%
4	JOHNSON & JOHNSON COM JNJ	JNJ	86,700	$22.0m3.85%	3.85%	Reduced -55	-55 -0.1%
5	WALMART INC COM WMT	WMT	176,203	$20.0m3.49%	3.49%	Reduced -1.3k	-1,325 -0.8%
6	ABBVIE INC COM ABBV	ABBV	69,077	$17.4m3.04%	3.04%	Reduced -764	-764 -1.1%
7	JPMORGAN CHASE & CO COM JPM	JPM	52,403	$17.2m3.00%	3.00%	Reduced -47	-47 -0.1%
8	CISCO SYS INC COM CSCO	CSCO	145,993	$17.1m3.00%	3.00%	Reduced -2.8k	-2,799 -1.9%
9	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	119,507	$16.3m2.85%	2.85%	New
10	APPLE INC COM AAPL	AAPL	49,640	$14.4m2.51%	2.51%	Reduced -294	-294 -0.6%
11	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	45,647	$12.8m2.24%	2.24%	Reduced -528	-528 -1.1%
12	PROCTER AND GAMBLE CO COM PG	PG	85,971	$12.6m2.20%	2.20%	Reduced -406	-406 -0.5%
13	MERCK & CO INC COM MRK	MRK	93,866	$12.1m2.11%	2.11%	Added +428	+428 0.5%
14	ALPHABET INC CAP STK CL A GOOGL	GOOGL	31,130	$11.1m1.94%	1.94%	Added +557	+557 1.8%
15	ELI LILLY & CO COM LLY	LLY	8,738	$10.5m1.83%	1.83%	Unchanged
16	EMERSON ELEC CO COM EMR	EMR	72,473	$10.4m1.81%	1.81%	Reduced -348	-348 -0.5%
17	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	166,194	$10.1m1.76%	1.76%	Added +4.9k	+4,906 3.0%
18	ISHARES TR CORE S&P TTL STK ITOT	ITOT	57,012	$9.4m1.64%	1.64%	Reduced -872	-872 -1.5%
19	MCDONALDS CORP COM MCD	MCD	34,126	$9.2m1.61%	1.61%	Reduced -166	-166 -0.5%
20	CHEVRON CORP NEW COM CVX	CVX	53,183	$8.8m1.54%	1.54%	Added +10	+10 0.0%
21	ISHARES TR CORE S&P SCP ETF IJR	IJR	58,811	$8.7m1.52%	1.52%	Reduced -2.0k	-1,987 -3.3%
22	BANK AMERICA CORP COM BAC	BAC	142,080	$8.1m1.41%	1.41%	Reduced -2.5k	-2,479 -1.7%
23	LOCKHEED MARTIN CORP COM LMT	LMT	15,282	$7.8m1.36%	1.36%	Reduced -241	-241 -1.6%
24	COCA COLA CO COM KO	KO	95,716	$7.8m1.36%	1.36%	Reduced -587	-587 -0.6%
25	TEXAS INSTRS INC COM TXN	TXN	24,155	$7.2m1.26%	1.26%	Reduced -160	-160 -0.7%
26	RTX CORPORATION COM RTX	RTX	35,729	$6.8m1.18%	1.18%	Reduced -312	-312 -0.9%
27	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	23,195	$6.6m1.16%	1.16%	Reduced -1.1k	-1,076 -4.4%
28	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	12,920	$6.5m1.13%	1.13%	Reduced -92	-92 -0.7%
29	LOWES COS INC COM LOW	LOW	26,270	$5.8m1.01%	1.01%	Reduced -1	-1 0.0%
30	FIRST MERCHANTS CORP COM FRME	FRME	130,000	$5.7m0.99%	0.99%	Unchanged
31	NEXTERA ENERGY INC COM NEE	NEE	63,753	$5.6m0.98%	0.98%	Reduced -82	-82 -0.1%
32	STRYKER CORPORATION COM SYK	SYK	17,289	$5.4m0.95%	0.95%	Reduced -386	-386 -2.2%
33	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	171,388	$5.4m0.95%	0.95%	Added +3.2k	+3,246 1.9%
34	UNITED PARCEL SERVICE INC CL B UPS	UPS	50,125	$5.4m0.94%	0.94%	Added +1.7k	+1,720 3.5%
35	TJX COS INC NEW COM TJX	TJX	35,259	$5.3m0.93%	0.93%	Reduced -115	-115 -0.3%
36	SYSCO CORP COM SYY	SYY	57,136	$4.8m0.83%	0.83%	Reduced -727	-727 -1.3%
37	US BANCORP DEL COM NEW USB	USB	76,811	$4.6m0.81%	0.81%	Added +2.5k	+2,498 3.4%
38	CAPITAL ONE FINL CORP COM COF	COF	23,122	$4.6m0.81%	0.81%	Reduced -197	-197 -0.8%
39	ABBOTT LABS COM ABT	ABT	49,370	$4.5m0.78%	0.78%	Reduced -1.6k	-1,615 -3.2%
40	BOEING CO COM BA	BA	20,298	$4.4m0.77%	0.77%	Reduced -202	-202 -1.0%
41	AMAZON COM INC COM AMZN	AMZN	18,372	$4.4m0.76%	0.76%	Reduced -79	-79 -0.4%
42	ILLINOIS TOOL WKS INC COM ITW	ITW	16,139	$4.4m0.76%	0.76%	Reduced -182	-182 -1.1%
43	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	50,868	$4.3m0.76%	0.76%	Added +1.2k	+1,230 2.5%
44	FIDELITY COVINGTON TRUST ENHANCED MID FMDE	FMDE	101,115	$4.1m0.72%	0.72%	Added +9.0k	+9,008 9.8%
45	3M CO COM MMM	MMM	24,819	$4.0m0.70%	0.70%	Reduced -165	-165 -0.7%
46	DUKE ENERGY CORP NEW COM NEW DUK	DUK	31,308	$4.0m0.69%	0.69%	Added +542	+542 1.8%
47	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	20,113	$3.8m0.67%	0.67%	Reduced -115	-115 -0.6%
48	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	73,635	$3.5m0.61%	0.61%	Added +14.2k	+14,183 23.9%
49	FIDELITY COVINGTON TRUST MSCI FINLS IDX FNCL	FNCL	41,958	$3.2m0.56%	0.56%	Added +4.7k	+4,655 12.5%
50	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	64,710	$3.2m0.56%	0.56%	Added +5.1k	+5,126 8.6%
51	FIDELITY COVINGTON TRUST MSCI HLTH CARE I FHLC	FHLC	38,211	$3.0m0.52%	0.52%	Added +2.2k	+2,220 6.2%
52	CVS HEALTH CORP COM CVS	CVS	27,949	$2.9m0.51%	0.51%	Added +731	+731 2.7%
53	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	64,245	$2.9m0.50%	0.50%	Added +11.4k	+11,407 21.6%
54	HONEYWELL INTL INC COM HON	HON	12,762	$2.9m0.50%	0.50%	New
55	HONEYWELL AEROSPACE INC COM HONA	HONA	12,762	$2.8m0.49%	0.49%	New
56	DISNEY WALT CO COM DIS	DIS	28,794	$2.8m0.48%	0.48%	Reduced -1.9k	-1,912 -6.2%
57	PHILIP MORRIS INTL INC COM PM	PM	15,282	$2.8m0.48%	0.48%	Reduced -35	-35 -0.2%
58	VISA INC COM CL A V	V	7,948	$2.7m0.48%	0.48%	Reduced -143	-143 -1.8%
59	FIDELITY COVINGTON TRUST MSCI INDL INDX FIDU	FIDU	26,515	$2.6m0.46%	0.46%	Added +1.2k	+1,196 4.7%
60	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	63,946	$2.6m0.45%	0.45%	Added +8.0k	+8,033 14.4%
61	HOME DEPOT INC COM HD	HD	6,984	$2.5m0.43%	0.43%	Reduced -679	-679 -8.9%
62	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	29,441	$2.4m0.42%	0.42%	Added +3.5k	+3,485 13.4%
63	AMGEN INC COM AMGN	AMGN	6,491	$2.4m0.41%	0.41%	Added +139	+139 2.2%
64	TOTALENERGIES SE ACT TTE	TTE	30,161	$2.3m0.41%	0.41%	Reduced -160	-160 -0.5%
65	PFIZER INC COM PFE	PFE	91,717	$2.2m0.39%	0.39%	Added +3.7k	+3,717 4.2%
66	FIDELITY COVINGTON TRUST MSCI CONSM DIS FDIS	FDIS	21,395	$2.2m0.38%	0.38%	Added +1.5k	+1,463 7.3%
67	META PLATFORMS INC CL A META	META	3,871	$2.2m0.38%	0.38%	Reduced -91	-91 -2.3%
68	ALTRIA GROUP INC COM MO	MO	29,424	$2.1m0.37%	0.37%	Added +335	+335 1.1%
69	COLGATE PALMOLIVE CO COM CL	CL	20,927	$1.9m0.34%	0.34%	Reduced -352	-352 -1.6%
70	UNION PAC CORP COM UNP	UNP	7,009	$1.9m0.33%	0.33%	Reduced -471	-471 -6.3%
71	FIDELITY COVINGTON TRUST MSCI COMMNTN SVC FCOM	FCOM	27,319	$1.9m0.33%	0.33%	Added +2.7k	+2,735 11.1%
72	SHERWIN WILLIAMS CO COM SHW	SHW	5,488	$1.9m0.33%	0.33%	Reduced -236	-236 -4.1%
73	BROADCOM INC COM AVGO	AVGO	4,986	$1.9m0.33%	0.33%	Added +83	+83 1.7%
74	FIDELITY COVINGTON TRUST CONSMR STAPLES FSTA	FSTA	35,666	$1.9m0.33%	0.33%	Added +5.9k	+5,895 19.8%
75	FIDELITY COVINGTON TRUST MSCI ENERGY IDX FENY	FENY	61,490	$1.8m0.32%	0.32%	Added +2.3k	+2,311 3.9%
76	NVIDIA CORPORATION COM NVDA	NVDA	8,726	$1.7m0.30%	0.30%	Added +470	+470 5.7%
77	FIDELITY COVINGTON TRUST ENHANCED SMALL FESM	FESM	35,574	$1.7m0.30%	0.30%	Added +3.3k	+3,252 10.1%
78	VERIZON COMMUNICATIONS INC COM VZ	VZ	35,163	$1.5m0.26%	0.26%	Added +1.0k	+1,025 3.0%
79	FIDELITY COVINGTON TRUST ENHANCED LARGE FELV	FELV	33,092	$1.3m0.23%	0.23%	New
80	KIMBERLY-CLARK CORP COM KMB	KMB	11,525	$1.3m0.22%	0.22%	Reduced -765	-765 -6.2%
81	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,740	$1.2m0.21%	0.21%	Unchanged
82	GE AEROSPACE COM NEW GE	GE	3,168	$1.2m0.21%	0.21%	Unchanged
83	SELECT SECTOR SPDR TR INDL XLI	XLI	6,375	$1.2m0.21%	0.21%	Unchanged
84	THE CIGNA GROUP COM CI	CI	4,038	$1.1m0.19%	0.19%	Added +387	+387 10.6%
85	MEDTRONIC PLC SHS MDT	MDT	13,670	$1.1m0.19%	0.19%	Reduced -1.9k	-1,895 -12.2%
86	FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF FTCS	FTCS	11,324	$1.1m0.19%	0.19%	Reduced -3.5k	-3,492 -23.6%
87	NB BANCORP INC COM NBBK	NBBK	50,334	$1.1m0.19%	0.19%	Reduced -3.0k	-3,000 -5.6%
88	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	17,945	$1.0m0.18%	0.18%	Added +1.8k	+1,763 10.9%
89	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	11,433	$941.4k0.16%	0.16%	Added +825	+825 7.8%
90	FIDELITY COVINGTON TRUST MSCI UTILS INDEX FUTY	FUTY	15,962	$932.5k0.16%	0.16%	Added +919	+919 6.1%
91	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	15,350	$822.9k0.14%	0.14%	Unchanged
92	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,610	$784.2k0.14%	0.14%	Unchanged
93	WASTE MGMT INC DEL COM WM	WM	3,370	$751.1k0.13%	0.13%	Added +150	+150 4.7%
94	EASTERN BANKSHARES INC COM EBC	EBC	32,000	$711.7k0.12%	0.12%	Reduced -3.0k	-3,000 -8.6%
95	FIDELITY COVINGTON TRUST MSCI MATLS INDEX FMAT	FMAT	12,030	$703.9k0.12%	0.12%	Added +717	+717 6.3%
96	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	5,668	$664.7k0.12%	0.12%	Unchanged
97	INTEL CORP COM INTC	INTC	4,611	$643.8k0.11%	0.11%	Reduced -10	-10 -0.2%
98	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	11,114	$640.9k0.11%	0.11%	Unchanged
99	ISHARES TR S&P 500 VAL ETF IVE	IVE	2,725	$618.7k0.11%	0.11%	Reduced -25	-25 -0.9%
100	GE VERNOVA INC COM GEV	GEV	524	$615.6k0.11%	0.11%	Added +25	+25 5.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	120,782	$20.5m120.8k shares
HONEYWELL INTL INC		13,038	$5.9m13.0k shares
SELECT SECTOR SPDR TR XLE	XLE	3,493	$214.0k3.5k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	1,435	$209.9k1.4k shares