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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316092808

Shares:23.6K

Value:$3.8M

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

Duke Energy CORP

DUK|26441C204

Shares:30.9K

Value:$3.8M

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

Discover Financial Services

DFS|254709108

Shares:21.2K

Value:$3.6M

% of Portfolio:0.8% ($3.6M/$462.3M)

BOEING CO

BA|097023105

Shares:19.2K

Value:$3.3M

% of Portfolio:0.7% ($3.3M/$462.3M)

Walt Disney Co

DIS|254687106

Shares:32.2K

Value:$3.2M

% of Portfolio:0.7% ($3.2M/$462.3M)

US BANCORP \DE\

USB|902973304

Shares:68.9K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$462.3M)

VISA INC.

V|92826C839

Shares:7.8K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$462.3M)

Philip Morris International Inc.

PM|718172109

Shares:16.5K

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$462.3M)

HOME DEPOT, INC.

HD|437076102

Shares:6.7K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$462.3M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:25.6K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$462.3M)

921909768

VXUS|921909768

Shares:38.2K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$462.3M)

316092501

Shares:33.6K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$462.3M)

PFIZER INC

PFE|717081103

Shares:88.9K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$462.3M)

316092600

Shares:32.7K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$462.3M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:15.6K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$462.3M)

81369Y803

XLK|81369Y803

Shares:10.2K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$462.3M)

TotalEnergies SE

TTE|89151E109

Shares:31.3K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$462.3M)

DOW INC.

DOW|260557103

Shares:57.4K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$462.3M)

GENERAL MILLS INC

GIS|370334104

Shares:33.2K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$462.3M)

UNION PACIFIC CORP

UNP|907818108

Shares:8.3K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$462.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip316092808)✕	23.6K	QoQ +3.65% (-831) YoY +10.28% (+2.2K)	All Managers (Combined)	$3.8M	0.8% ($3.8M/$462.3M)	QoQ -9.58% (-$402.6K) YoY +14.12% (+$470.3K)
Duke Energy CORP(DUKcusip26441C204)	30.9K	QoQ -1.36% (-428) YoY -1.56% (-493)	All Managers (Combined)	$3.8M	0.8% ($3.8M/$462.3M)	QoQ +11.66% (-$394.3K) YoY +24.14% (-$734.0K)
Discover Financial Services(DFScusip254709108)	21.2K	QoQ -0.88% (-190) YoY -26.42% (-7.6K)	All Managers (Combined)	$3.6M	0.8% ($3.6M/$462.3M)	QoQ -2.33% (-$86.5K) YoY -4.19% (-$158.4K)
BOEING CO(BAcusip097023105)	19.2K	QoQ +6.35% (+1.1K) YoY -5.79% (-1.2K)	All Managers (Combined)	$3.3M	0.7% ($3.3M/$462.3M)	QoQ +2.48% (+$79.3K) YoY -16.75% (-$658.4K)
Walt Disney Co(DIScusip254687106)	32.2K	QoQ +0.97% (-312) YoY +2.79% (-877)	All Managers (Combined)	$3.2M	0.7% ($3.2M/$462.3M)	QoQ -10.49% (-$372.6K) YoY -17.07% (-$654.5K)
US BANCORP \DE\(USBcusip902973304)	68.9K	QoQ +2.47% (-1.7K) YoY +15.51% (+9.3K)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$462.3M)	QoQ -9.54% (-$307.1K) YoY +9.10% (+$242.9K)
VISA INC.(Vcusip92826C839)	7.8K	QoQ +0.90% (+70) YoY +19.43% (+1.3K)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$462.3M)	QoQ +11.89% (+$291.9K) YoY +49.97% (+$915.2K)
Philip Morris International Inc.(PMcusip718172109)	16.5K	QoQ +0.16% (+27) YoY +2.08% (+336)	All Managers (Combined)	$2.6M	0.6% ($2.6M/$462.3M)	QoQ +32.10% (+$634.7K) YoY +76.85% (+$1.1M)
HOME DEPOT, INC.(HDcusip437076102)	6.7K	QoQ +7.44% (+461) YoY +33.66% (+1.7K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$462.3M)	QoQ +1.22% (+$29.6K) YoY +27.70% (+$529.1K)
COLGATE PALMOLIVE CO(CLcusip194162103)	25.6K	QoQ -1.23% (-320) YoY -1.63% (-426)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$462.3M)	QoQ +1.79% (-$42.3K) YoY +2.34% (-$55.1K)
(VXUScusip921909768)	38.2K	QoQ +7.48% (+2.7K) YoY +19.74% (+6.3K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$462.3M)	QoQ +13.26% (+$278.0K) YoY +23.31% (+$448.9K)
(cusip316092501)✕	33.6K	QoQ -1.92% (-660) YoY +2.83% (+928)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$462.3M)	QoQ -0.72% (-$17.1K) YoY +20.35% (+$395.3K)
PFIZER INC(PFEcusip717081103)	88.9K	QoQ -0.89% (-802) YoY -1.20% (-1.1K)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$462.3M)	QoQ -5.33% (-$127.1K) YoY -9.78% (-$244.5K)
(cusip316092600)✕	32.7K	QoQ +0.13% (+44) YoY +10.86% (+3.2K)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$462.3M)	QoQ +4.68% (+$100.0K) YoY +8.55% (+$176.1K)
KIMBERLY CLARK CORP(KMBcusip494368103)	15.6K	QoQ -4.24% (-690) YoY -0.89% (-140)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$462.3M)	QoQ +3.92% (-$83.5K) YoY +8.97% (-$182.2K)
(XLKcusip81369Y803)	10.2K	QoQ 0.00% (-0) YoY -0.24% (-25)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$462.3M)	QoQ -11.19% (-$266.2K) YoY -1.10% (-$23.5K)
TotalEnergies SE(TTEcusip89151E109)	31.3K	QoQ -1.46% (-466) YoY -0.77% (-246)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$462.3M)	QoQ +16.95% (-$294.0K) YoY -6.74% (-$146.7K)
DOW INC.(DOWcusip260557103)	57.4K	QoQ -13.51% (-9.0K) YoY -25.98% (-20.1K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$462.3M)	QoQ -24.74% (-$658.6K) YoY -55.38% (-$2.5M)
GENERAL MILLS INC(GIScusip370334104)	33.2K	QoQ -5.31% (-1.9K) YoY -2.68% (-915)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$462.3M)	QoQ -11.22% (-$251.2K) YoY -16.83% (-$402.2K)
UNION PACIFIC CORP(UNPcusip907818108)	8.3K	QoQ +3.87% (+309) YoY +20.61% (+1.4K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$462.3M)	QoQ +7.61% (+$138.3K) YoY +15.86% (+$267.6K)