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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SHERWIN WILLIAMS CO

SHW|824348106

Shares:5.6K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$462.3M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:30.1K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$462.3M)

316092709

Shares:24.1K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$462.3M)

Meta Platforms, Inc.

META|30303M102

Shares:2.8K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$462.3M)

AMGEN INC

AMGN|031162100

Shares:5.1K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$462.3M)

316092204

Shares:18.2K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$462.3M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:32.9K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$462.3M)

Cigna Group

CI|125523100

Shares:4.4K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$462.3M)

316092303

Shares:27.8K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$462.3M)

316092873

Shares:24.4K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$462.3M)

316092402

Shares:53.2K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$462.3M)

CVS HEALTH Corp

CVS|126650100

Shares:19.9K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$462.3M)

31609A503

Shares:41.3K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$462.3M)

14020W106

Shares:32.5K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$462.3M)

NB Bancorp, Inc.

NBBK|63945M107

Shares:60.2K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$462.3M)

14020V108

Shares:29.4K

Value:$983.5K

% of Portfolio:0.2% ($983.5K/$462.3M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:1.7K

Value:$928.3K

% of Portfolio:0.2% ($928.3K/$462.3M)

33738R506

Shares:15.2K

Value:$891.7K

% of Portfolio:0.2% ($891.7K/$462.3M)

14020G101

Shares:25.9K

Value:$887.1K

% of Portfolio:0.2% ($887.1K/$462.3M)

Medtronic plc

MDT|G5960L103

Shares:9.7K

Value:$872.9K

% of Portfolio:0.2% ($872.9K/$462.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SHERWIN WILLIAMS CO(SHWcusip824348106)	5.6K	QoQ +2.16% (+118) YoY +18.97% (+887)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$462.3M)	QoQ +4.95% (+$91.6K) YoY +19.62% (+$318.6K)
ALTRIA GROUP, INC.(MOcusip02209S103)	30.1K	QoQ -4.07% (-1.3K) YoY +3.42% (+998)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$462.3M)	QoQ +10.10% (-$166.1K) YoY +42.31% (+$538.0K)
(cusip316092709)✕	24.1K	QoQ +1.50% (-358) YoY +2.86% (+672)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$462.3M)	QoQ -1.15% (-$19.2K) YoY +3.86% (+$61.5K)
Meta Platforms, Inc.(METAcusip30303M102)	2.8K	QoQ +53.59% (+983) YoY +75.07% (+1.2K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$462.3M)	QoQ +51.20% (+$549.9K) YoY +107.82% (+$842.4K)
AMGEN INC(AMGNcusip031162100)	5.1K	QoQ -0.23% (-12) YoY +11.92% (+548)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$462.3M)	QoQ +19.25% (-$258.7K) YoY +22.64% (+$295.8K)
(cusip316092204)✕	18.2K	QoQ +1.77% (-317) YoY +7.35% (+1.2K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$462.3M)	QoQ -11.74% (-$204.5K) YoY +9.99% (+$139.6K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	32.9K	QoQ -1.46% (-490) YoY +4.13% (+1.3K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$462.3M)	QoQ +11.76% (-$157.3K) YoY +12.57% (+$166.9K)
Cigna Group(CIcusip125523100)	4.4K	QoQ +0.69% (+30) YoY +16.20% (+610)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$462.3M)	QoQ +19.96% (+$239.5K) YoY +5.26% (+$72.0K)
(cusip316092303)✕	27.8K	QoQ +4.62% (+1.2K) YoY +14.21% (+3.5K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$462.3M)	QoQ +8.22% (+$108.2K) YoY +22.73% (+$263.7K)
(cusip316092873)✕	24.4K	QoQ +0.91% (-222) YoY +6.34% (+1.5K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$462.3M)	QoQ -3.27% (-$46.5K) YoY +20.71% (+$235.4K)
(cusip316092402)✕	53.2K	QoQ +1.54% (+809) YoY +7.41% (+3.7K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$462.3M)	QoQ +8.82% (+$110.3K) YoY +6.08% (+$78.1K)
CVS HEALTH Corp(CVScusip126650100)	19.9K	QoQ +0.37% (+75) YoY -32.20% (-9.4K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$462.3M)	QoQ +51.49% (+$457.9K) YoY -42.41% (-$992.0K)
(cusip31609A503)✕	41.3K	QoQ +137.92% (+23.9K) YoY +353.74% (+32.2K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$462.3M)	QoQ +126.98% (+$723.6K) YoY +365.63% (+$1.0M)
(cusip14020W106)✕	32.5K	QoQ +111.59% (+17.1K) YoY NEW(+32.5K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$462.3M)	QoQ +113.87% (+$616.2K) YoY NEW(+$1.2M)
NB Bancorp, Inc.(NBBKcusip63945M107)	60.2K	QoQ -11.94% (-8.2K) YoY -14.02% (-9.8K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$462.3M)	QoQ -11.89% (-$147.0K) YoY +13.73% (-$131.4K)
(cusip14020V108)✕	29.4K	QoQ +46.05% (+9.3K) YoY +133.87% (+16.9K)	All Managers (Combined)	$983.5K	0.2% ($983.5K/$462.3M)	QoQ +39.50% (+$278.5K) YoY +150.68% (+$591.2K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	1.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$928.3K	0.2% ($928.3K/$462.3M)	QoQ -6.33% (-$62.8K) YoY -4.11% (-$39.9K)
(cusip33738R506)✕	15.2K	QoQ +40.24% (+4.4K) YoY +103.51% (+7.7K)	All Managers (Combined)	$891.7K	0.2% ($891.7K/$462.3M)	QoQ +38.81% (+$249.4K) YoY +112.10% (+$471.3K)
(cusip14020G101)✕	25.9K	QoQ +48.20% (+8.4K) YoY +98.97% (+12.9K)	All Managers (Combined)	$887.1K	0.2% ($887.1K/$462.3M)	QoQ +36.56% (+$237.5K) YoY +113.03% (+$470.7K)
Medtronic plc(MDTcusipG5960L103)	9.7K	QoQ +4.91% (+455) YoY +104.97% (+5.0K)	All Managers (Combined)	$872.9K	0.2% ($872.9K/$462.3M)	QoQ +18.02% (+$133.3K) YoY +111.35% (+$459.9K)