Fund Holdings — LYNCH & ASSOCIATES/IN

Total Portfolio Value
$532.58M
Total Bought
$30.60M
Total Sold
$42.69M
Net Transaction
-$12.09M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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EXXON MOBIL CORP122,482120,782-1,70014,74020,4923.85%+5,752
FIRST MERCHANTS CORP(FRME)0130,000+130,00005,0350.95%+5,035
JOHNSON & JOHNSON(JNJ)87,89786,755-1,14218,19021,2063.98%+3,016
CHEVRON CORP(CVX)52,53553,173+6388,00711,0022.07%+2,995
WAL-MART STORES INC(WMT)181,038177,528-3,51020,16922,0634.14%+1,894
LOCKHEED MARTIN CORP(LMT)15,63215,523-1097,5619,3821.76%+1,821
MERCK & CO INC(MRK)92,95893,438+4809,78511,2402.11%+1,455
NEXTERA ENERGY INC61,79663,835+2,0394,9615,9291.11%+968
TEXAS INSTRUMENTS INC(TXN)21,72224,315+2,5933,7694,7210.89%+952
ISHARES CORE S&P MIDCAP 400 IN313,152318,565+5,41320,66821,5134.04%+845
FIDELITY ENHANCED MID CAP ETF
ENH MID COR ETF
68,99192,107+23,1162,5103,3120.62%+802
TOTALENERGIES(TTE)31,05130,321-7302,0312,7590.52%+727
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
37,94359,452+21,5091,6872,3890.45%+702
PFIZER INC(PFE)71,14388,000+16,8571,7712,4710.46%+700
HONEYWELL INTL INC(HON)26,64526,075-5705,1985,8941.11%+696
SCHWAB STRATEGIC TR US DIVIDEN162,740168,142+5,4024,4645,1590.97%+695
CAPITAL GROUP DIVIDEND VALUE E
SHS CREAT UNIT
42,20859,584+17,3761,8422,5350.48%+693
UNITED PARCEL SERVICE INC(UPS)41,80348,405+6,6024,1464,7620.89%+616
CAPITAL GROUP CORE EQUITY ETF
SHS CREAT UNIT
36,07552,838+16,7631,4512,0300.38%+579
VANGUARD TOTAL INTL STOCK INDE43,14949,638+6,4893,2553,8280.72%+572
FIDELITY ENHANCED INTERNATIONA
ENHANCED INTL
41,21755,913+14,6961,5082,0800.39%+572
FIDELITY MCSI ENERGY INDEX59,13959,179+401,4652,0130.38%+548
COCA-COLA CO(KO)97,17096,303-8676,7937,3241.38%+531
FIRST TRUST EXCHANGE-TRADED FD
RISNG DIVD ACHIV
19,26525,956+6,6911,3381,7720.33%+434
DUKE ENERGY CORP(DUK)30,73230,766+343,6024,0290.76%+426
ISHARES S&P SMALLCAP 600 INDEX59,38060,798+1,4187,1367,5581.42%+422
FIDELITY ENHANCED SMALL CAP ET
ENHANCED SML CAP
21,53332,322+10,7898141,2280.23%+415
VERIZON COMMUNICATIONS INC(VZ)33,67834,138+4601,3721,7140.32%+342
RTX CORPORATION(RTX)36,18336,041-1426,6366,9521.31%+316
FIRST TRUST EXCHANGE-TRADED FD11,54514,816+3,2711,0681,3740.26%+306
MCDONALDS CORP(MCD)34,04734,292+24510,40610,6582.00%+252
ALTRIA GROUP INC(MO)29,37529,089-2861,6941,9200.36%+226
BRISTOL-MYERS SQUIBB CO(BMY)14,04116,182+2,1417579810.18%+224
ENERGY SELECT SECTOR SPDR
ST STR ENERG ETF
03,493+3,49302140.04%+214
VERTIV HOLDINGS CO(VRT)0850+85002130.04%+213
INTEL CORP(INTC)04,621+4,62102040.04%+204
DIMENSIONAL US SMALL CAP ETF
US SMALL CAP ETF
8,07310,608+2,5355627550.14%+192
AMGEN INC(AMGN)6,2436,352+1092,0432,2350.42%+192
SPDR PORTFOLIO S&P 500 VALUE E
ST STR P500VAL
157,406161,288+3,8828,9429,1261.71%+183
COLGATE-PALMOLIVE CO(CL)20,66421,279+6151,6331,8140.34%+181
TJX COMPANIES INC(TJX)35,64735,374-2735,4765,6491.06%+173
ILLINOIS TOOL WORKS INC(ITW)16,60616,321-2854,0904,2480.80%+158
CIGNA CORP(CI)3,0413,651+6108379740.18%+137
GE VERNOVA INC(GEV)49949903264360.08%+109
BROADCOM INC(AVGO)4,0694,903+8341,4081,5180.28%+109
FIDELITY MSCI UTILITIES INDEX14,28215,043+7617898890.17%+100
PHILIP MORRIS INTERNATIONAL IN(PM)15,18215,317+1352,4352,5330.48%+97
UNION PACIFIC CORP(UNP)7,4497,480+311,7231,8150.34%+92
CATERPILLAR INC(CAT)55855803203950.07%+76
WASTE MANAGEMENT INC(WM)3,0423,220+1786687400.14%+72
FIDELITY MCSI MATERIALS INDEX11,17611,313+1375946520.12%+59
CHUBB LIMITED
COM
1,1091,206+973463930.07%+47
NB BANCORP(NBBK)54,33453,334-1,0001,0771,1240.21%+47
AVIDIA BANCORP(AVBC)15,20615,20602562990.06%+43
INDUSTRIAL SELECT SECTOR SPDR
ST STR INDL ETF
6,3756,37509891,0310.19%+42
EASTERN BANKSHARES(EBC)35,00035,00006456850.13%+40
SOLSTICE ADVANCED MATERIALS IN(SOLS)4,5773,438-1,1392222620.05%+39
FIDELITY MSCI CONSUMER STAPLES30,98729,771-1,2161,5241,5580.29%+34
ALLIANT ENERGY CORP(LNT)4,4064,40602863160.06%+30
COSTCO WHSL CORP(COST)364341-233133390.06%+26
CSX CORP(CSX)9,3008,796-5043373610.07%+24
SPDR S&P MID CAP 400 ETF(MDY)1,7401,74001,0501,0730.20%+23
FIDELITY MSCI REAL ESTATE INDE11,88312,669+7863203410.06%+21
HOME DEPOT INC(HD)7,2667,663+3972,5002,5200.47%+20
CONSUMER STAPLES SELECT SECTOR
ST STR STAPL ETF
3,9823,98203093260.06%+17
SPDR PORTFOLIO S&P 600 SMALL C
ST STR SP600 SML
11,11411,11405215370.10%+16
FIDELITY MSCI INDUSTRIALS INDE26,45525,319-1,1362,1822,1910.41%+9
LOWES COMPANIES INC(LOW)25,70926,271+5626,2006,2071.17%+7
ISHARES RUSSELL 2000 INDEX2,6002,610+106406470.12%+7
PROCTER & GAMBLE CO(PG)87,00986,377-63212,46912,4762.34%+7
BLAQCLOUDS INC30,00030,0000000.00%0
FIRST HORIZON NTNL CORP FRAC 1434,329434,329000—0
MARIJUANA COMPANY OF AMERICA200,000200,000000—0
VANGUARD S&P 500 VALUE INDEX F1,3001,30002662650.05%-1
ISHARES S&P 500 VALUE INDEX2,7502,75005835810.11%-3
SHERWIN-WILLIAMS CORP(SHW)5,6895,724+351,8431,8350.34%-9
TESLA MOTORS INC(TSLA)9151,082+1674114020.08%-9
VANGUARD TOTAL STOCK MARKET IN1,4391,459+204824680.09%-15
REGIONS FINANCIAL CORP(RF)15,28115,28104143990.07%-15
SPDR S&P 500 ETF(SPY)55355303773600.07%-17
AMPHENOL CORP2,0002,00002702530.05%-18
KEYCORP(KEY)17,47516,975-5003613400.06%-20
PALANTIR TECHNOLOGIES INC(PLTR)1,3071,435+1282322100.04%-22
CISCO SYSTEMS INC(CSCO)150,212148,792-1,42011,57111,5452.17%-26
HUNTINGTON BANCSHARES INC(HBAN)16,25016,25002822540.05%-28
HEALTH CARE SELECT SECTOR SPDR
ST STR CARE ETF
3,7443,74405805490.10%-31
NVIDIA CORPORATION(NVDA)7,9498,256+3071,4821,4400.27%-43
U S BANCORP(USB)73,28074,313+1,0333,9103,8650.73%-45
WELLS FARGO & CO(WFC)6,7137,163+4506265700.11%-55
CONSUMER DISCRETIONARY SELECT
ST STR DISCR ETF
5,6685,66806776180.12%-59
GE AEROSPACE(GE)3,1683,16809768990.17%-77
FINANCIAL SELECT SECTOR SPDR
ST STR FINL ETF
15,42515,350-758457580.14%-87
FIDELITY MSCI HEALTHCARE INDEX35,56635,991+4252,6422,5320.48%-110
MEDTRONIC PLC(MDT)15,19715,565+3681,4601,3490.25%-111
FIDELITY MSCI CONSUMER DISCRET19,29419,932+6381,9711,8590.35%-112
SYSCO CORP(SYY)57,66857,863+1954,2504,1270.77%-122
FIDELITY MSCI TELECOMMUNICATIO24,62724,584-431,8051,6750.31%-130
CGI GROUP CL A(GIB)5,3454,526-8194933310.06%-162
FIDELITY MSCI FINANCIALS INDEX36,07137,303+1,2322,8042,6190.49%-185
KIMBERLY-CLARK CORP(KMB)13,60012,290-1,3101,3721,1860.22%-186
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LYNCH & ASSOCIATES/IN — 13F Holdings — Q1 2026 | TickerTrail