Fund HoldingsLYNCH & ASSOCIATES/IN

Total Portfolio Value
$528.90M
Total Bought
$21.58M
Total Sold
$22.13M
Net Transaction
-$556.9K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ELI LILLY & CO(LLY)08,738+8,73809,3911.78%+9,391
MERCK & CO INC(MRK)90,36292,958+2,5967,5849,7851.85%+2,201
TOTALENERGIES(TTE)031,051+31,05102,0310.38%+2,031
ALPHABET INC (GOOGLE)(GOOG)31,60330,415-1,1887,6839,5201.80%+1,837
JOHNSON & JOHNSON(JNJ)89,11987,897-1,22216,52418,1903.44%+1,666
APPLE INC(AAPL)47,33149,510+2,17912,05213,4602.54%+1,408
CISCO SYSTEMS INC(CSCO)0150,212+150,212011,5712.19%+11,571
EXXON MOBIL CORP119,607122,482+2,87513,48614,7402.79%+1,254
RTX CORPORATION(RTX)33,85436,183+2,3295,6656,6361.25%+971
CAPITAL ONE FINANCIAL CORP(COF)23,17923,504+3254,9275,6961.08%+769
WAL-MART STORES INC(WMT)189,536181,038-8,49819,53420,1693.81%+636
INTL BUS MACHINES CORP(IBM)046,791+46,791013,8602.62%+13,860
ISHARES CORE S&P MIDCAP 400 IN307,397313,152+5,75520,06120,6683.91%+607
AMGEN INC(AMGN)5,2116,243+1,0321,4712,0430.39%+573
BANK OF AMERICA CORP144,289143,894-3957,4447,9141.50%+470
U S BANCORP(USB)71,38973,280+1,8913,4503,9100.74%+460
MEDTRONIC PLC(MDT)10,82715,197+4,3701,0311,4600.28%+429
NEXTERA ENERGY INC60,05661,796+1,7404,5344,9610.94%+427
FIDELITY ENHANCED MID CAP ETF
ENH MID COR ETF
58,50768,991+10,4842,1152,5100.47%+395
UNITED PARCEL SERVICE INC(UPS)041,803+41,80304,1460.78%+4,146
SPDR PORTFOLIO S&P 500 VALUE E
ST STR P500VAL
154,921157,406+2,4858,5728,9421.69%+370
ISHARES CORE S&P 500 INDEX33,55433,320-23422,45822,8224.32%+365
COCA-COLA CO(KO)097,170+97,17006,7931.28%+6,793
FIDELITY MSCI HEALTHCARE INDEX34,64935,566+9172,3172,6420.50%+325
MCDONALDS CORP(MCD)33,19034,047+85710,08610,4061.97%+320
ISHARES S&P SMALLCAP 600 INDEX57,41359,380+1,9676,8227,1361.35%+314
CVS CAREMARK CORP(CVS)24,81327,280+2,4671,8712,1650.41%+294
FIDELITY ENHANCED INTERNATIONA
ENHANCED INTL
35,59341,217+5,6241,2561,5080.29%+252
BRISTOL-MYERS SQUIBB CO(BMY)014,041+14,04107570.14%+757
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
33,02237,943+4,9211,4501,6870.32%+237
ISHARES CORE S&P TOTAL US STOC56,50456,855+3518,2308,4541.60%+224
SOLSTICE ADVANCED MATERIALS IN(SOLS)04,577+4,57702220.04%+222
FIDELITY ENHANCED SMALL CAP ET
ENHANCED SML CAP
16,24421,533+5,2895948140.15%+220
CAPITAL GROUP DIVIDEND VALUE E
SHS CREAT UNIT
39,01542,208+3,1931,6401,8420.35%+202
TJX COMPANIES INC(TJX)36,60635,647-9595,2915,4761.04%+185
DIMENSIONAL US SMALL CAP ETF
US SMALL CAP ETF
6,2168,073+1,8574265620.11%+137
BROADCOM INC(AVGO)3,8604,069+2091,2731,4080.27%+135
VANGUARD TOTAL INTL STOCK INDE42,52843,149+6213,1243,2550.62%+131
3M COMPANY(MMM)025,252+25,25204,0430.76%+4,043
CHUBB LIMITED
COM
7921,109+3172243460.07%+123
FIRST TRUST EXCHANGE-TRADED FD
RISNG DIVD ACHIV
18,28419,265+9811,2301,3380.25%+109
BOEING CO(BA)19,98020,353+3734,3124,4190.84%+107
VISA INC COM(V)08,033+8,03302,8170.53%+2,817
CAPITAL GROUP CORE EQUITY ETF
SHS CREAT UNIT
34,27836,075+1,7971,3551,4510.27%+96
NVIDIA CORPORATION(NVDA)7,4897,949+4601,3971,4820.28%+85
NB BANCORP(NBBK)56,33454,334-2,0009941,0770.20%+83
FIRST TRUST EXCHANGE-TRADED FD10,52411,545+1,0219851,0680.20%+83
FIDELITY MSCI FINANCIALS INDEX35,72436,071+3472,7272,8040.53%+77
FIRST SVGS FINL GROUP INC152,500152,50004,7934,8590.92%+66
FIDELITY MSCI CONSUMER STAPLES29,27830,987+1,7091,4591,5240.29%+65
WELLS FARGO & CO(WFC)6,7136,71305636260.12%+63
TECHNOLOGY SELECT SECTOR SPDR
ST STR TECHN ETF
10,11420,228+10,1142,8512,9120.55%+61
HEALTH CARE SELECT SECTOR SPDR
ST STR CARE ETF
3,7443,74405215800.11%+59
FIDELITY MCSI INFORMATION TECH23,68223,677-55,2615,3201.01%+58
FIDELITY MCSI ENERGY INDEX57,51859,139+1,6211,4221,4650.28%+43
FIDELITY MSCI TELECOMMUNICATIO24,85524,627-2281,7641,8050.34%+41
GE VERNOVA INC(GEV)480499+192953260.06%+31
AVIDIA BANCORP15,20615,20602272560.05%+28
TESLA MOTORS INC(TSLA)870915+453874110.08%+25
FIDELITY MCSI MATERIALS INDEX10,86011,176+3165695940.11%+24
GE AEROSPACE(GE)3,1683,16809539760.18%+23
AMPHENOL CORP2,0002,00002482700.05%+23
BERKSHIRE HATHAWAY INC CL B13,05113,081+306,5616,5751.24%+14
SPDR S&P MID CAP 400 ETF(MDY)1,7401,74001,0371,0500.20%+13
ISHARES RUSSELL 2000 INDEX2,6002,60006296400.12%+11
VANGUARD TOTAL STOCK MARKET IN1,4391,43904724820.09%+10
CGI GROUP CL A(GIB)05,345+5,34504930.09%+493
EASTERN BANKSHARES(EBC)35,00035,00006356450.12%+10
AMAZON COM(AMZN)018,975+18,97504,3800.83%+4,380
SPDR S&P 500 ETF(SPY)0553+55303770.07%+377
FIDELITY MSCI CONSUMER DISCRET19,08319,294+2111,9631,9710.37%+8
VANGUARD S&P 500 VALUE INDEX F1,3001,30002592660.05%+7
SPDR PORTFOLIO S&P 600 SMALL C
ST STR SP600 SML
11,11411,11405155210.10%+6
INDUSTRIAL SELECT SECTOR SPDR
ST STR INDL ETF
6,3756,37509839890.19%+6
CSX CORP(CSX)9,3509,300-503323370.06%+5
REGIONS FINANCIAL CORP(RF)15,53115,281-2504104140.08%+5
DIMENSIONAL US EQUITY ETF
US EQUI MARK ETF
2,9272,907-202122160.04%+4
HUNTINGTON BANCSHARES INC(HBAN)16,25016,25002812820.05%+1
BLAQCLOUDS INC030,000+30,000000.00%0
FIRST HORIZON NTNL CORP FRAC 1434,329434,3290000
MARIJUANA COMPANY OF AMERICA200,000200,0000000
CONSUMER DISCRETIONARY SELECT
ST STR DISCR ETF
2,8345,668+2,8346796770.13%-2
CONSUMER STAPLES SELECT SECTOR
ST STR STAPL ETF
3,9823,98203123090.06%-3
FINANCIAL SELECT SECTOR SPDR
ST STR FINL ETF
15,77515,425-3508508450.16%-5
FIDELITY MSCI INDUSTRIALS INDE26,72626,455-2712,1902,1820.41%-8
PALANTIR TECHNOLOGIES INC(PLTR)1,3171,307-102402320.04%-8
KEYCORP(KEY)19,97517,475-2,5003733610.07%-13
WASTE MANAGEMENT INC(WM)3,0863,042-446816680.13%-13
FIDELITY MSCI REAL ESTATE INDE12,07211,883-1893363200.06%-16
ALLIANT ENERGY CORP(LNT)4,5064,406-1003042860.05%-17
CATERPILLAR INC(CAT)708558-1503383200.06%-18
COSTCO WHSL CORP(COST)363364+13363130.06%-23
J P MORGAN CHASE & CO(JPM)53,84052,632-1,20816,98316,9593.21%-24
SCHWAB STRATEGIC TR US DIVIDEN164,581162,740-1,8414,4934,4640.84%-29
EMERSON ELEC CO(EMR)073,714+73,71409,7831.85%+9,783
FIDELITY MSCI UTILITIES INDEX14,55214,282-2708227890.15%-33
ISHARES S&P 500 VALUE INDEX3,0542,750-3046315830.11%-47
UNION PACIFIC CORP(UNP)07,449+7,44901,7230.33%+1,723
PHILIP MORRIS INTERNATIONAL IN(PM)015,182+15,18202,4350.46%+2,435
CHEVRON CORP(CVX)52,06752,535+4688,0868,0071.51%-79
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