LYNCH & ASSOCIATES/IN

Q3 2025 13F-HR Holdings

Location
Evansville, IN
Holdings as of
9/30/2025
Date filed
10/7/2025
Form type
13F-HR
Num holdings
127
Total value ($000)
$517,852
Net value change ($000)
+21,496 (4.3%)
New positions
3
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 1/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JNJ 2,758 20.0%
ABBV 2,717 20.0%
AAPL 2,411 25.0%
GOOGL 2,053 36.5%
MSFT 1,186 2.3%
IJH 1,176 6.2%
IVV 1,095 5.1%
JPM 1,044 6.5%
FSFG 962 25.1%
IJR 767 12.7%
Top Reduces (Value $000, Stocks/ETFs)
UPS -1,659 -30.5%
HON -784 -12.2%
DOW -727 -69.3%
KO -677 -9.5%
PG -658 -4.7%
TXN -656 -11.8%
IBM -646 -4.6%
ABT -613 -7.7%
AMZN -570 -11.5%
CL -527 -22.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type