LYNCH & ASSOCIATES/IN

Q3 2026 13F-HR Holdings

Location
Evansville, IN
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
128
Total value ($000)
$698,867
Net value change ($000)
+126,352 (22.1%)
New positions
3
Sold out positions
4
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
CGGR 19,546 562.3%
CGUS 17,092 598.0%
FMDE 17,079 416.3%
CGDV 15,342 481.1%
MSFT 13,732 36.7%
RDVY 11,676 489.4%
FELV 11,116 837.7%
FENI 10,440 406.9%
FESM 8,119 472.6%
FTCS 4,140 389.1%
Top Reduces (Value $000, Stocks/ETFs)
IBM -2,823 -22.0%
WMT -2,037 -10.2%
CSCO -1,628 -9.5%
MCD -1,468 -15.9%
IJH -1,294 -5.3%
LOW -1,116 -19.3%
HONEYWELL AEROSPACE -941 -33.4%
NEE -831 -14.8%
SYK -723 -13.3%
IJR -720 -8.3%
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