Lynch & Associates

Lynch & Associates reported 129 holdings worth US$573M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 13, 2026

Lynch & Associates reported 129 holdings worth US$573M as of Jun 30, 2026. Largest: Microsoft Corp., Johnson & Johnson and Walmart Inc. Filed Jul 13, 2026 (Form 13F).

Holdings
129
Value as reported
US$573M

The filing in full

CompanySharesValue as reported% of portfolio
Microsoft Corp.100KUS$37.4M6.5%
Johnson & Johnson86,700US$22M3.8%
Walmart Inc.176KUS$20M3.5%
Abbvie Inc.69,077US$17.4M3.0%
Jp Morgan Chase & Co.52,403US$17.2M3.0%
Cisco Systems, Inc.146KUS$17.1M3.0%
Apple Inc49,640US$14.4M2.5%
International Business Machines Corporation45,647US$12.8M2.2%
Procter & Gamble Company (the)85,971US$12.6M2.2%
Merck & Company, Inc.93,866US$12.1M2.1%
Alphabet Inc (google) Class C31,130US$11.1M1.9%
Eli Lilly And Company8,738US$10.5M1.8%
Emerson Electric Company72,473US$10.4M1.8%
Mcdonald's Corporation34,126US$9.22M1.6%
Chevron Corporation53,183US$8.82M1.5%
Bank Of America Corporation142KUS$8.1M1.4%
Lockheed Martin Corporation15,282US$7.79M1.4%
Coca-cola Company (the)95,716US$7.78M1.4%
Texas Instruments Incorporated24,155US$7.2M1.3%
Rtx Corporation35,729US$6.78M1.2%
Berkshire Hathaway Inc.12,920US$6.46M1.1%
Lowe's Companies, Inc.26,270US$5.79M1.0%
First Merchants Corporation130KUS$5.68M0.99%
Nextera Energy, Inc.63,753US$5.6M0.98%
Stryker Corporation17,289US$5.44M0.95%
United Parcel Service, Inc.50,125US$5.39M0.94%
Tjx Companies, Inc. (the)35,259US$5.34M0.93%
Sysco Corporation57,136US$4.78M0.83%
U.s. Bancorp76,811US$4.64M0.81%
Capital One Financial Corporation23,122US$4.64M0.81%
Abbott Laboratories49,370US$4.48M0.78%
Boeing Company (the)20,298US$4.39M0.77%
Amazon.com, Inc.18,372US$4.38M0.76%
Illinois Tool Works Inc.16,139US$4.36M0.76%
3m Company24,819US$4.02M0.70%
Duke Energy Corporation (holding Company)31,308US$3.96M0.69%
Cvs Health Corporation27,949US$2.89M0.51%
Walt Disney Company (the)28,794US$2.77M0.48%
Philip Morris International Inc15,282US$2.76M0.48%
Visa Inc.7,948US$2.73M0.48%
Home Depot, Inc. (the)6,984US$2.46M0.43%
Amgen Inc.6,491US$2.35M0.41%
Pfizer, Inc.91,717US$2.21M0.39%
Meta Platforms, Inc.3,871US$2.18M0.38%
Altria Group, Inc.29,424US$2.12M0.37%
Colgate-palmolive Company20,927US$1.92M0.34%
Union Pacific Corporation7,009US$1.91M0.33%
Sherwin-williams Company (the)5,488US$1.89M0.33%
Broadcom Inc.4,986US$1.88M0.33%
Nvidia Corporation8,726US$1.75M0.30%
Verizon Communications Inc.35,163US$1.49M0.26%
Kimberly-clark Corporation11,525US$1.27M0.22%
Ge Aerospace3,168US$1.18M0.21%
The Cigna Group4,038US$1.11M0.19%
Nb Bancorp, Inc.50,334US$1.06M0.19%
Bristol-myers Squibb Company17,945US$1.03M0.18%
Waste Management, Inc.3,370US$751K0.13%
Eastern Bankshares, Inc.32,000US$712K0.12%
Intel Corporation4,611US$644K0.11%
Ge Vernova Inc.524US$616K0.11%
Caterpillar, Inc.558US$594K0.10%
Wells Fargo & Company7,158US$592K0.10%
General Mills, Inc.15,319US$533K0.09%
Tesla, Inc.1,152US$485K0.08%
Oracle Corporation3,294US$483K0.08%
Regions Financial Corporation15,281US$461K0.08%
Vertiv Holdings, Llc1,375US$460K0.08%
Csx Corporation8,396US$399K0.07%
Keycorp16,975US$391K0.07%
Amphenol Corporation2,000US$353K0.06%
Costco Wholesale Corporation351US$328K0.06%
Alliant Energy Corporation4,231US$323K0.06%
Avidia Bancorp, Inc.15,206US$319K0.06%
Sandisk Corporation130US$296K0.05%
Solstice Advanced Materials Inc.3,325US$295K0.05%
Cgi Inc. Class A4,526US$292K0.05%
Huntington Bancshares Incorporated16,250US$288K0.05%
Northeast Community Bancorp, Inc.7,375US$205K0.04%
Blaqclouds Inc.30,000US$588<0.01%
Marijuana Company Of America, Inc.200KUS$00.00%
Exxon Mobil Corporation0US$00.00%
Honeywell International Inc.0US$00.00%
Palantir Technologies Inc.0US$00.00%

Source

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