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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BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:14.0K

Value:$856.4K

% of Portfolio:0.2% ($856.4K/$462.3M)

81369Y704

Shares:6.4K

Value:$835.6K

% of Portfolio:0.2% ($835.6K/$462.3M)

81369Y605

Shares:16.1K

Value:$800.7K

% of Portfolio:0.2% ($800.7K/$462.3M)

31609A404

Shares:24.5K

Value:$730.1K

% of Portfolio:0.2% ($730.1K/$462.3M)

NVIDIA CORP

NVDA|67066G104

Shares:6.3K

Value:$685.7K

% of Portfolio:0.1% ($685.7K/$462.3M)

33733E104

Shares:7.6K

Value:$684.2K

% of Portfolio:0.1% ($684.2K/$462.3M)

316092865

Shares:13.3K

Value:$679.8K

% of Portfolio:0.1% ($679.8K/$462.3M)

464287408

IVE|464287408

Shares:3.3K

Value:$636.9K

% of Portfolio:0.1% ($636.9K/$462.3M)

GENERAL ELECTRIC CO

GE|369604301

Shares:3.2K

Value:$634.1K

% of Portfolio:0.1% ($634.1K/$462.3M)

Eastern Bankshares, Inc.

EBC|27627N105

Shares:35.0K

Value:$574.0K

% of Portfolio:0.1% ($574.0K/$462.3M)

81369Y407

Shares:2.8K

Value:$555.1K

% of Portfolio:0.1% ($555.1K/$462.3M)

81369Y209

Shares:3.7K

Value:$546.7K

% of Portfolio:0.1% ($546.7K/$462.3M)

464287655

IWM|464287655

Shares:2.6K

Value:$518.7K

% of Portfolio:0.1% ($518.7K/$462.3M)

316092881

Shares:9.8K

Value:$475.4K

% of Portfolio:0.1% ($475.4K/$462.3M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:6.6K

Value:$473.4K

% of Portfolio:0.1% ($473.4K/$462.3M)

78468R853

Shares:11.1K

Value:$453.0K

% of Portfolio:0.1% ($453.0K/$462.3M)

INTEL CORP

INTC|458140100

Shares:19.5K

Value:$443.8K

% of Portfolio:0.1% ($443.8K/$462.3M)

31609A206

Shares:15.0K

Value:$442.1K

% of Portfolio:0.1% ($442.1K/$462.3M)

ADOBE INC.

ADBE|00724F101

Shares:1.1K

Value:$438.8K

% of Portfolio:0.1% ($438.8K/$462.3M)

922908769

VTI|922908769

Shares:1.6K

Value:$436.4K

% of Portfolio:0.1% ($436.4K/$462.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	14.0K	QoQ +82.92% (+6.4K) YoY +74.35% (+6.0K)	All Managers (Combined)	$856.4K	0.2% ($856.4K/$462.3M)	QoQ +97.24% (+$422.2K) YoY +96.09% (+$419.6K)
(cusip81369Y704)✕	6.4K	QoQ -1.16% (-75) YoY -2.67% (-175)	All Managers (Combined)	$835.6K	0.2% ($835.6K/$462.3M)	QoQ -1.68% (-$14.3K) YoY +1.27% (-$10.5K)
(cusip81369Y605)✕	16.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$800.7K	0.2% ($800.7K/$462.3M)	QoQ +3.06% (+$23.8K) YoY +18.25% (+$123.6K)
(cusip31609A404)✕	24.5K	QoQ NEW(+24.5K) YoY NEW(+24.5K)	All Managers (Combined)	$730.1K	0.2% ($730.1K/$462.3M)	QoQ NEW(+$730.1K) YoY NEW(+$730.1K)
NVIDIA CORP(NVDAcusip67066G104)	6.3K	QoQ -22.54% (-1.8K) YoY +1017.84% (+5.8K)	All Managers (Combined)	$685.7K	0.1% ($685.7K/$462.3M)	QoQ -37.49% (-$411.3K) YoY +34.07% (+$174.3K)
(cusip33733E104)✕	7.6K	QoQ +25.02% (+1.5K) YoY +93.28% (+3.7K)	All Managers (Combined)	$684.2K	0.1% ($684.2K/$462.3M)	QoQ +27.61% (+$148.1K) YoY +102.29% (+$346.0K)
(cusip316092865)✕	13.3K	QoQ +2.84% (+369) YoY +22.53% (+2.5K)	All Managers (Combined)	$679.8K	0.1% ($679.8K/$462.3M)	QoQ +7.44% (+$47.1K) YoY +47.17% (+$217.9K)
(IVEcusip464287408)	3.3K	QoQ 0.00% (-0) YoY -0.41% (-14)	All Managers (Combined)	$636.9K	0.1% ($636.9K/$462.3M)	QoQ -0.15% (-$1.0K) YoY +1.59% (-$10.0K)
GENERAL ELECTRIC CO(GEcusip369604301)	3.2K	QoQ +0.82% (+26) YoY +0.95% (+30)	All Managers (Combined)	$634.1K	0.1% ($634.1K/$462.3M)	QoQ +20.99% (+$110.0K) YoY +15.11% (+$83.3K)
Eastern Bankshares, Inc.(EBCcusip27627N105)	35.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$574.0K	0.1% ($574.0K/$462.3M)	QoQ -4.92% (-$29.8K) YoY +19.01% (+$91.7K)
(cusip81369Y407)✕	2.8K	QoQ -5.06% (-150) YoY -5.70% (-170)	All Managers (Combined)	$555.1K	0.1% ($555.1K/$462.3M)	QoQ -16.44% (-$109.2K) YoY +1.25% (-$6.9K)
(cusip81369Y209)✕	3.7K	QoQ -3.23% (-125) YoY -3.23% (-125)	All Managers (Combined)	$546.7K	0.1% ($546.7K/$462.3M)	QoQ +2.70% (-$14.4K) YoY -4.35% (-$24.9K)
(IWMcusip464287655)	2.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$518.7K	0.1% ($518.7K/$462.3M)	QoQ -9.71% (-$55.8K) YoY -5.14% (-$28.1K)
(cusip316092881)✕	9.8K	QoQ +3.53% (+336) YoY +14.39% (+1.2K)	All Managers (Combined)	$475.4K	0.1% ($475.4K/$462.3M)	QoQ +3.81% (+$17.5K) YoY +5.54% (+$25.0K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	6.6K	QoQ -0.18% (-12) YoY -9.08% (-659)	All Managers (Combined)	$473.4K	0.1% ($473.4K/$462.3M)	QoQ +2.02% (-$9.4K) YoY +12.60% (-$53.0K)
(cusip78468R853)✕	11.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$453.0K	0.1% ($453.0K/$462.3M)	QoQ -9.26% (-$46.2K) YoY -5.29% (-$25.3K)
INTEL CORP(INTCcusip458140100)	19.5K	QoQ -14.82% (-3.4K) YoY -74.91% (-58.4K)	All Managers (Combined)	$443.8K	0.1% ($443.8K/$462.3M)	QoQ -3.52% (-$16.2K) YoY -87.10% (-$3.0M)
(cusip31609A206)✕	15.0K	QoQ NEW(+15.0K) YoY NEW(+15.0K)	All Managers (Combined)	$442.1K	0.1% ($442.1K/$462.3M)	QoQ NEW(+$442.1K) YoY NEW(+$442.1K)
ADOBE INC.(ADBEcusip00724F101)	1.1K	QoQ -22.96% (-341) YoY -40.22% (-770)	All Managers (Combined)	$438.8K	0.1% ($438.8K/$462.3M)	QoQ -33.55% (-$221.6K) YoY -54.57% (-$527.0K)
(VTIcusip922908769)	1.6K	QoQ +10.81% (+155) YoY +11.12% (+159)	All Managers (Combined)	$436.4K	0.1% ($436.4K/$462.3M)	QoQ +5.09% (+$21.1K) YoY +17.51% (+$65.0K)