LYNCH & ASSOCIATES/IN

All 13F Filings

Location
Evansville, IN
Most recent 13F
Q2 2026
Holdings value ($000)
572,515
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/13/2026 129 572,515 13F-HR LYNCH & ASSOCIATES/IN
Q1 2026 4/8/2026 126 532,577 13F-HR LYNCH & ASSOCIATES/IN
Q4 2025 1/7/2026 124 528,904 13F-HR LYNCH & ASSOCIATES/IN
Q3 2025 10/7/2025 127 517,852 13F-HR LYNCH & ASSOCIATES/IN
Q2 2025 7/15/2025 125 496,356 13F-HR LYNCH & ASSOCIATES/IN
Q2 2014 7/15/2014 91 175,136 13F-HR LYNCH & ASSOCIATES/IN
Q1 2014 4/15/2014 96 169,542 13F-HR LYNCH & ASSOCIATES/IN
Q4 2013 1/22/2014 95 167,374 13F-HR LYNCH & ASSOCIATES/IN
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 424.7 K 74.2% 18.32 K 0 18.32 K
ETFs 147.8 K 25.8% 21.62 K 0 21.62 K
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Fund Snapshot

Q2 2026
Latest filed
7/13/2026
Total value ($000)
572,515
Holdings
129
QoQ value change ($000)
39,938 (7.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.