LYNCH & ASSOCIATES/IN

All 13F Filings

Location
Evansville, IN
Most recent 13F
Q1 2026
Holdings value ($000)
532,577
Description
Website
Founded
Chairman
CEO
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
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 406.4 K 76.3% 0 2.156 K -2.156 K
ETFs 126.2 K 23.7% 5.836 K 0 5.836 K
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Fund Snapshot

Q1 2026
Latest filed
4/8/2026
Total value ($000)
532,577
Holdings
126
QoQ value change ($000)
3,673 (0.7%)
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.