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 6 of 6

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REGIONS FINANCIAL CORP

RF|7591EP100

Shares:16.5K

Value:$359.2K

% of Portfolio:0.1% ($359.2K/$462.3M)

ALLIANT ENERGY CORP

LNT|018802108

Shares:5.4K

Value:$346.3K

% of Portfolio:0.1% ($346.3K/$462.3M)

Tesla, Inc.

TSLA|88160R101

Shares:1.3K

Value:$346.2K

% of Portfolio:0.1% ($346.2K/$462.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:360

Value:$340.5K

% of Portfolio:0.1% ($340.5K/$462.3M)

316092857

Shares:12.1K

Value:$333.7K

% of Portfolio:0.1% ($333.7K/$462.3M)

81369Y308

Shares:4.0K

Value:$325.2K

% of Portfolio:0.1% ($325.2K/$462.3M)

KEYCORP /NEW/

KEY|493267108

Shares:20.0K

Value:$319.4K

% of Portfolio:0.1% ($319.4K/$462.3M)

25434V500

Shares:5.3K

Value:$314.9K

% of Portfolio:0.1% ($314.9K/$462.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:553

Value:$309.3K

% of Portfolio:0.1% ($309.3K/$462.3M)

CSX CORP

CSX|126408103

Shares:10.4K

Value:$304.9K

% of Portfolio:0.1% ($304.9K/$462.3M)

921932703

VOOV|921932703

Shares:1.4K

Value:$262.5K

% of Portfolio:0.1% ($262.5K/$462.3M)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:16.3K

Value:$243.9K

% of Portfolio:0.1% ($243.9K/$462.3M)

CATERPILLAR INC

CAT|149123101

Shares:708

Value:$233.5K

% of Portfolio:0.1% ($233.5K/$462.3M)

NorthEast Community Bancorp, Inc./MD/

NECB|664121100

Shares:9.3K

Value:$216.8K

% of Portfolio:0.0% ($216.8K/$462.3M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:702

Value:$214.5K

% of Portfolio:0.0% ($214.5K/$462.3M)

81369Y506

Shares:2.2K

Value:$208.9K

% of Portfolio:0.0% ($208.9K/$462.3M)

DCA517101

Shares:434.3K

Value:$0

% of Portfolio:0.0% ($0/$462.3M)

56782E204

Shares:200.0K

Value:$0

% of Portfolio:0.0% ($0/$462.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
REGIONS FINANCIAL CORP(RFcusip7591EP100)	16.5K	QoQ 0.00% (-0) YoY -14.24% (-2.7K)	All Managers (Combined)	$359.2K	0.1% ($359.2K/$462.3M)	QoQ -7.61% (-$29.6K) YoY -11.42% (-$46.3K)
ALLIANT ENERGY CORP(LNTcusip018802108)	5.4K	QoQ -18.85% (-1.3K) YoY -19.87% (-1.3K)	All Managers (Combined)	$346.3K	0.1% ($346.3K/$462.3M)	QoQ -11.70% (-$45.9K) YoY +2.29% (-$7.8K)
Tesla, Inc.(TSLAcusip88160R101)	1.3K	QoQ -0.37% (-5) YoY -49.62% (-1.3K)	All Managers (Combined)	$346.2K	0.1% ($346.2K/$462.3M)	QoQ -36.06% (-$195.3K) YoY -25.73% (-$120.0K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	360	QoQ 0.00% (+0) YoY +7.46% (+25)	All Managers (Combined)	$340.5K	0.1% ($340.5K/$462.3M)	QoQ +3.22% (+$10.6K) YoY +38.72% (+$95.0K)
(cusip316092857)✕	12.1K	QoQ +7.38% (+835) YoY +15.99% (+1.7K)	All Managers (Combined)	$333.7K	0.1% ($333.7K/$462.3M)	QoQ +9.16% (+$28.0K) YoY +22.13% (+$60.5K)
(cusip81369Y308)✕	4.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$325.2K	0.1% ($325.2K/$462.3M)	QoQ +3.89% (+$12.2K) YoY +6.95% (+$21.1K)
KEYCORP /NEW/(KEYcusip493267108)	20.0K	QoQ 0.00% (-0) YoY -2.86% (-590)	All Managers (Combined)	$319.4K	0.1% ($319.4K/$462.3M)	QoQ -6.70% (-$23.0K) YoY -1.76% (-$5.7K)
(cusip25434V500)✕	5.3K	QoQ +7.09% (-349) YoY NEW(+5.3K)	All Managers (Combined)	$314.9K	0.1% ($314.9K/$462.3M)	QoQ -1.68% (-$5.4K) YoY NEW(+$314.9K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	553	QoQ 0.00% (-0) YoY -1.25% (-7)	All Managers (Combined)	$309.3K	0.1% ($309.3K/$462.3M)	QoQ -4.55% (-$14.8K) YoY +5.59% (-$16.4K)
CSX CORP(CSXcusip126408103)	10.4K	QoQ -5.90% (-650) YoY -12.74% (-1.5K)	All Managers (Combined)	$304.9K	0.1% ($304.9K/$462.3M)	QoQ -14.18% (-$50.4K) YoY -30.72% (-$135.2K)
(VOOVcusip921932703)	1.4K	QoQ 0.00% (-0) YoY -33.87% (-730)	All Managers (Combined)	$262.5K	0.1% ($262.5K/$462.3M)	QoQ -0.17% (-$456) YoY -32.51% (-$126.4K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	16.3K	QoQ 0.00% (-0) YoY -39.92% (-10.8K)	All Managers (Combined)	$243.9K	0.1% ($243.9K/$462.3M)	QoQ -7.74% (-$20.5K) YoY -35.36% (-$133.4K)
CATERPILLAR INC(CATcusip149123101)	708	QoQ -0.28% (-2) YoY +0.85% (-6)	All Managers (Combined)	$233.5K	0.1% ($233.5K/$462.3M)	QoQ -9.34% (-$24.1K) YoY -9.22% (-$23.7K)
NorthEast Community Bancorp, Inc./MD/(NECBcusip664121100)	9.3K	QoQ -9.75% (-1.0K) YoY -33.92% (-4.8K)	All Managers (Combined)	$216.8K	0.0% ($216.8K/$462.3M)	QoQ -13.51% (-$33.9K) YoY -1.54% (-$3.4K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	702	QoQ 0.00% (+0) YoY NEW(+702)	All Managers (Combined)	$214.5K	0.0% ($214.5K/$462.3M)	QoQ +4.37% (+$9.0K) YoY NEW(+$214.5K)
(cusip81369Y506)✕	2.2K	QoQ NEW(+2.2K) YoY 0.00% (-0)	All Managers (Combined)	$208.9K	0.0% ($208.9K/$462.3M)	QoQ NEW(+$208.9K) YoY -1.01% (-$2.1K)
(cusipDCA517101)✕	434.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$0	0.0% ($0/$462.3M)	QoQ -(+$0) YoY -(+$0)
(cusip56782E204)✕	200.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$0	0.0% ($0/$462.3M)	QoQ -(+$0) YoY EXITED(-$20)