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

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:13.0K

Value:$6.9M

% of Portfolio:1.5% ($6.9M/$462.3M)

464287150

ITOT|464287150

Shares:56.6K

Value:$6.9M

% of Portfolio:1.5% ($6.9M/$462.3M)

STRYKER CORP

SYK|863667101

Shares:18.0K

Value:$6.7M

% of Portfolio:1.4% ($6.7M/$462.3M)

ELI LILLY & Co

LLY|532457108

Shares:7.6K

Value:$6.3M

% of Portfolio:1.4% ($6.3M/$462.3M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:54.6K

Value:$6.0M

% of Portfolio:1.3% ($6.0M/$462.3M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:143.4K

Value:$6.0M

% of Portfolio:1.3% ($6.0M/$462.3M)

LOWES COMPANIES INC

LOW|548661107

Shares:25.3K

Value:$5.9M

% of Portfolio:1.3% ($5.9M/$462.3M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:27.5K

Value:$5.8M

% of Portfolio:1.3% ($5.8M/$462.3M)

464287804

IJR|464287804

Shares:55.1K

Value:$5.8M

% of Portfolio:1.2% ($5.8M/$462.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:32.1K

Value:$5.0M

% of Portfolio:1.1% ($5.0M/$462.3M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:27.1K

Value:$4.9M

% of Portfolio:1.1% ($4.9M/$462.3M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:37.3K

Value:$4.5M

% of Portfolio:1.0% ($4.5M/$462.3M)

SYSCO CORP

SYY|871829107

Shares:60.2K

Value:$4.5M

% of Portfolio:1.0% ($4.5M/$462.3M)

RTX Corp

RTX|75513E101

Shares:33.7K

Value:$4.5M

% of Portfolio:1.0% ($4.5M/$462.3M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:59.8K

Value:$4.2M

% of Portfolio:0.9% ($4.2M/$462.3M)

808524797

SCHD|808524797

Shares:150.5K

Value:$4.2M

% of Portfolio:0.9% ($4.2M/$462.3M)

AMAZON COM INC

AMZN|023135106

Shares:21.4K

Value:$4.1M

% of Portfolio:0.9% ($4.1M/$462.3M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:16.1K

Value:$4.0M

% of Portfolio:0.9% ($4.0M/$462.3M)

First Savings Financial Group, Inc.

FSFG|33621E109

Shares:153.0K

Value:$3.9M

% of Portfolio:0.9% ($3.9M/$462.3M)

3M CO

MMM|88579Y101

Shares:26.0K

Value:$3.8M

% of Portfolio:0.8% ($3.8M/$462.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	13.0K	QoQ +0.49% (+64) YoY +1.21% (+157)	All Managers (Combined)	$6.9M	1.5% ($6.9M/$462.3M)	QoQ +18.07% (+$1.1M) YoY +28.19% (+$1.5M)
(ITOTcusip464287150)	56.6K	QoQ +2.33% (-1.3K) YoY -1.14% (-656)	All Managers (Combined)	$6.9M	1.5% ($6.9M/$462.3M)	QoQ -2.92% (-$208.0K) YoY +4.60% (-$304.5K)
STRYKER CORP(SYKcusip863667101)	18.0K	QoQ -1.00% (-183) YoY +3.50% (+609)	All Managers (Combined)	$6.7M	1.4% ($6.7M/$462.3M)	QoQ +2.34% (-$153.3K) YoY +7.67% (+$476.5K)
ELI LILLY & Co(LLYcusip532457108)	7.6K	QoQ -0.35% (-27) YoY -1.65% (-128)	All Managers (Combined)	$6.3M	1.4% ($6.3M/$462.3M)	QoQ +6.60% (-$388.5K) YoY +4.40% (-$264.5K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	54.6K	QoQ -2.32% (-1.3K) YoY -5.39% (-3.1K)	All Managers (Combined)	$6.0M	1.3% ($6.0M/$462.3M)	QoQ -14.80% (-$1.0M) YoY -29.98% (-$2.6M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	143.4K	QoQ -0.69% (-999) YoY +1.83% (+2.6K)	All Managers (Combined)	$6.0M	1.3% ($6.0M/$462.3M)	QoQ -5.70% (-$362.3K) YoY +12.06% (+$644.3K)
LOWES COMPANIES INC(LOWcusip548661107)	25.3K	QoQ +1.14% (-285) YoY +8.29% (-1.9K)	All Managers (Combined)	$5.9M	1.3% ($5.9M/$462.3M)	QoQ -4.41% (-$272.3K) YoY -0.84% (-$50.1K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	27.5K	QoQ +1.21% (-329) YoY +5.71% (+1.5K)	All Managers (Combined)	$5.8M	1.3% ($5.8M/$462.3M)	QoQ -5.12% (-$314.8K) YoY +9.05% (+$484.0K)
(IJRcusip464287804)	55.1K	QoQ +5.95% (-3.1K) YoY +15.08% (+7.2K)	All Managers (Combined)	$5.8M	1.2% ($5.8M/$462.3M)	QoQ -3.84% (-$230.4K) YoY +8.89% (+$470.8K)
Alphabet Inc.(GOOGLcusip02079K305)	32.1K	QoQ +2.55% (-800) YoY +7.60% (+2.3K)	All Managers (Combined)	$5.0M	1.1% ($5.0M/$462.3M)	QoQ -16.21% (-$960.2K) YoY +10.25% (+$461.2K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	27.1K	QoQ -1.60% (-442) YoY +11.63% (+2.8K)	All Managers (Combined)	$4.9M	1.1% ($4.9M/$462.3M)	QoQ -5.70% (-$294.4K) YoY +15.14% (+$640.3K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	37.3K	QoQ -1.66% (-632) YoY +1.17% (+432)	All Managers (Combined)	$4.5M	1.0% ($4.5M/$462.3M)	QoQ -0.85% (-$39.4K) YoY +21.50% (+$804.7K)
SYSCO CORP(SYYcusip871829107)	60.2K	QoQ -2.10% (-1.3K) YoY -0.42% (-259)	All Managers (Combined)	$4.5M	1.0% ($4.5M/$462.3M)	QoQ -3.92% (-$184.5K) YoY -7.95% (-$390.5K)
RTX Corp(RTXcusip75513E101)	33.7K	QoQ +0.94% (+315) YoY +6.05% (+1.9K)	All Managers (Combined)	$4.5M	1.0% ($4.5M/$462.3M)	QoQ +15.54% (+$600.1K) YoY +44.03% (+$1.4M)
NEXTERA ENERGY INC(NEEcusip65339F101)	59.8K	QoQ -0.98% (-596) YoY +12.57% (+6.7K)	All Managers (Combined)	$4.2M	0.9% ($4.2M/$462.3M)	QoQ -2.09% (-$90.6K) YoY +24.86% (+$844.2K)
(SCHDcusip808524797)	150.5K	QoQ +5.92% (+8.4K) YoY +338.16% (+116.1K)	All Managers (Combined)	$4.2M	0.9% ($4.2M/$462.3M)	QoQ +8.40% (+$326.4K) YoY +51.94% (+$1.4M)
AMAZON COM INC(AMZNcusip023135106)	21.4K	QoQ +1.04% (-221) YoY +13.95% (+2.6K)	All Managers (Combined)	$4.1M	0.9% ($4.1M/$462.3M)	QoQ -12.37% (-$575.3K) YoY +20.19% (+$684.6K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	16.1K	QoQ -0.03% (-5) YoY +6.18% (-940)	All Managers (Combined)	$4.0M	0.9% ($4.0M/$462.3M)	QoQ -2.21% (-$90.8K) YoY -1.85% (-$75.6K)
First Savings Financial Group, Inc.(FSFGcusip33621E109)	153.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.9M	0.9% ($3.9M/$462.3M)	QoQ -3.01% (-$122.4K) YoY +53.79% (+$1.4M)
3M CO(MMMcusip88579Y101)	26.0K	QoQ +1.23% (+318) YoY +17.00% (+3.8K)	All Managers (Combined)	$3.8M	0.8% ($3.8M/$462.3M)	QoQ +15.17% (+$503.7K) YoY +61.99% (+$1.5M)