Lynch--Associatesin

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NECB",
  "RF",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "CAT",
  "LOW",
  null,
  "DUK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GIS",
  "HON",
  "HD",
  "MCD",
  "UNP",
  null,
  "ITW",
  "EMR",
  "META",
  "IJH",
  null,
  null,
  null,
  "MDT",
  "MSFT",
  null,
  "GE",
  "IJR",
  null,
  "IVV",
  "DOW",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  null,
  null,
  "SHW",
  "RTX",
  null,
  null,
  "IBM",
  "SYK",
  "CI",
  "TXN",
  "TJX",
  "UPS",
  "EBC",
  "NBBK",
  "TTE",
  null,
  null,
  null,
  null,
  "FSFG",
  "AMZN",
  "IVE",
  null,
  null,
  "HBAN",
  "USB",
  "VOOV",
  "VXUS",
  "V",
  "WMT",
  "WFC",
  null,
  "LNT",
  "SCHD",
  "KEY",
  "SYY",
  "SPYV",
  null,
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BA",
  "BMY",
  "CVX",
  "CSCO",
  "KO",
  "CL",
  "COST",
  "CVS",
  "CSX",
  null,
  "DFS",
  "NEE",
  "IWM",
  "MDY",
  "DIS",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 118
Total Value: 462345108
Accession Number: 0001108965-25-000004
Form Type: 13F-HR
CIK: lynch--associatesin
Manager Name: Lynch--Associatesin

Data Enrichment

75% identified

89 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

118 positions • $462.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 6

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MICROSOFT CORP

MSFT|594918104

Shares:104.5K

Value:$39.2M

% of Portfolio:8.5% ($39.2M/$462.3M)

464287200

IVV|464287200

Shares:33.9K

Value:$19.1M

% of Portfolio:4.1% ($19.1M/$462.3M)

Walmart Inc.

WMT|931142103

Shares:202.5K

Value:$17.8M

% of Portfolio:3.8% ($17.8M/$462.3M)

464287507

IJH|464287507

Shares:298.9K

Value:$17.4M

% of Portfolio:3.8% ($17.4M/$462.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:72.6K

Value:$15.2M

% of Portfolio:3.3% ($15.2M/$462.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:88.5K

Value:$15.1M

% of Portfolio:3.3% ($15.1M/$462.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:89.4K

Value:$14.8M

% of Portfolio:3.2% ($14.8M/$462.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:120.0K

Value:$14.3M

% of Portfolio:3.1% ($14.3M/$462.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:56.1K

Value:$13.8M

% of Portfolio:3.0% ($13.8M/$462.3M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:47.3K

Value:$11.8M

% of Portfolio:2.5% ($11.8M/$462.3M)

MCDONALDS CORP

MCD|580135101

Shares:33.3K

Value:$10.4M

% of Portfolio:2.3% ($10.4M/$462.3M)

Apple Inc.

AAPL|037833100

Shares:46.8K

Value:$10.4M

% of Portfolio:2.2% ($10.4M/$462.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:148.8K

Value:$9.2M

% of Portfolio:2.0% ($9.2M/$462.3M)

CHEVRON CORP

CVX|166764100

Shares:52.7K

Value:$8.8M

% of Portfolio:1.9% ($8.8M/$462.3M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:76.7K

Value:$8.4M

% of Portfolio:1.8% ($8.4M/$462.3M)

Merck & Co., Inc.

MRK|58933Y105

Shares:90.3K

Value:$8.1M

% of Portfolio:1.8% ($8.1M/$462.3M)

78464A508

SPYV|78464A508

Shares:147.6K

Value:$7.5M

% of Portfolio:1.6% ($7.5M/$462.3M)

ABBOTT LABORATORIES

ABT|002824100

Shares:55.7K

Value:$7.4M

% of Portfolio:1.6% ($7.4M/$462.3M)

COCA COLA CO

KO|191216100

Shares:100.4K

Value:$7.2M

% of Portfolio:1.6% ($7.2M/$462.3M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:15.8K

Value:$7.0M

% of Portfolio:1.5% ($7.0M/$462.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	104.5K	QoQ -1.00% (-1.1K) YoY +0.55% (-578)	All Managers (Combined)	$39.2M	8.5% ($39.2M/$462.3M)	QoQ -11.83% (-$5.3M) YoY -10.27% (-$4.5M)
(IVVcusip464287200)	33.9K	QoQ +1.29% (-433) YoY -4.45% (-1.6K)	All Managers (Combined)	$19.1M	4.1% ($19.1M/$462.3M)	QoQ -3.31% (-$653.5K) YoY +2.11% (-$395.0K)
Walmart Inc.(WMTcusip931142103)	202.5K	QoQ -2.35% (-4.9K) YoY -3.67% (-7.7K)	All Managers (Combined)	$17.8M	3.8% ($17.8M/$462.3M)	QoQ -5.12% (-$959.9K) YoY +40.54% (-$5.1M)
(IJHcusip464287507)	298.9K	QoQ +1.18% (-3.5K) YoY +2.51% (-7.3K)	All Managers (Combined)	$17.4M	3.8% ($17.4M/$462.3M)	QoQ -5.24% (-$965.7K) YoY -1.51% (-$269.0K)
AbbVie Inc.(ABBVcusip00287Y109)	72.6K	QoQ -1.16% (-855) YoY +2.24% (+1.6K)	All Managers (Combined)	$15.2M	3.3% ($15.2M/$462.3M)	QoQ +16.53% (-$2.2M) YoY +17.63% (+$2.3M)
PROCTER & GAMBLE Co(PGcusip742718109)	88.5K	QoQ -1.15% (-1.0K) YoY -1.24% (-1.1K)	All Managers (Combined)	$15.1M	3.3% ($15.1M/$462.3M)	QoQ +0.47% (-$71.6K) YoY +3.73% (-$542.5K)
JOHNSON & JOHNSON(JNJcusip478160104)	89.4K	QoQ 0.00% (-8) YoY +0.27% (+249)	All Managers (Combined)	$14.8M	3.2% ($14.8M/$462.3M)	QoQ +14.66% (-$1.9M) YoY +5.12% (+$723.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	120.0K	QoQ -0.36% (-444) YoY +1.87% (+2.2K)	All Managers (Combined)	$14.3M	3.1% ($14.3M/$462.3M)	QoQ +10.15% (-$1.3M) YoY +4.23% (+$579.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	56.1K	QoQ -1.99% (-1.1K) YoY +0.40% (+228)	All Managers (Combined)	$13.8M	3.0% ($13.8M/$462.3M)	QoQ +0.29% (-$39.9K) YoY +22.96% (+$2.6M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	47.3K	QoQ -2.07% (-999) YoY +1.68% (+781)	All Managers (Combined)	$11.8M	2.5% ($11.8M/$462.3M)	QoQ +10.77% (-$1.1M) YoY +32.40% (+$2.9M)
MCDONALDS CORP(MCDcusip580135101)	33.3K	QoQ -0.03% (-11) YoY +3.66% (+1.2K)	All Managers (Combined)	$10.4M	2.3% ($10.4M/$462.3M)	QoQ +7.71% (-$745.9K) YoY +14.85% (+$1.3M)
Apple Inc.(AAPLcusip037833100)	46.8K	QoQ -0.04% (-23) YoY +0.85% (+398)	All Managers (Combined)	$10.4M	2.2% ($10.4M/$462.3M)	QoQ -11.34% (-$1.3M) YoY +30.64% (+$2.4M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	148.8K	QoQ -0.16% (-245) YoY +1.72% (+2.5K)	All Managers (Combined)	$9.2M	2.0% ($9.2M/$462.3M)	QoQ +4.06% (-$359.1K) YoY +25.77% (+$1.9M)
CHEVRON CORP(CVXcusip166764100)	52.7K	QoQ -1.74% (-936) YoY +3.25% (+1.7K)	All Managers (Combined)	$8.8M	1.9% ($8.8M/$462.3M)	QoQ +13.48% (-$1.0M) YoY +9.50% (+$765.7K)
EMERSON ELECTRIC CO(EMRcusip291011104)	76.7K	QoQ -0.66% (-511) YoY -2.25% (-1.8K)	All Managers (Combined)	$8.4M	1.8% ($8.4M/$462.3M)	QoQ -12.11% (-$1.2M) YoY -5.51% (-$490.6K)
Merck & Co., Inc.(MRKcusip58933Y105)	90.3K	QoQ -0.37% (-344) YoY +0.07% (-65)	All Managers (Combined)	$8.1M	1.8% ($8.1M/$462.3M)	QoQ -10.11% (-$911.5K) YoY -31.92% (-$3.8M)
(SPYVcusip78464A508)	147.6K	QoQ +1.41% (+2.1K) YoY +9.54% (+12.9K)	All Managers (Combined)	$7.5M	1.6% ($7.5M/$462.3M)	QoQ +1.27% (+$95.1K) YoY +11.66% (+$787.8K)
ABBOTT LABORATORIES(ABTcusip002824100)	55.7K	QoQ -2.07% (-1.2K) YoY -0.07% (-41)	All Managers (Combined)	$7.4M	1.6% ($7.4M/$462.3M)	QoQ +14.84% (-$954.6K) YoY +16.62% (-$1.1M)
COCA COLA CO(KOcusip191216100)	100.4K	QoQ -0.73% (-739) YoY +0.13% (+139)	All Managers (Combined)	$7.2M	1.6% ($7.2M/$462.3M)	QoQ +14.19% (-$893.5K) YoY +17.22% (+$1.1M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	15.8K	QoQ -0.88% (-141) YoY +1.27% (-199)	All Managers (Combined)	$7.0M	1.5% ($7.0M/$462.3M)	QoQ -8.88% (-$686.6K) YoY -0.53% (-$38.1K)