Lynch & Associates 13F Holdings · Q2 2026
Lynch & Associates reported 128 securities worth $572.51M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MSFT (6.54%), IVV (4.30%), IJH (4.23%). Among its top 25 positions this quarter: 1 new, 4 added, 19 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $37.4M | 6.54% | 100,370 | Trimmed |
| 2 | IVV | ISHARES CORE S&P 500 INDEX | $24.6M | 4.30% | 32,887 | Trimmed |
| 3 | IJH | ISHARES CORE S&P MIDCAP 400 IN | $24.2M | 4.23% | 313,704 | Trimmed |
| 4 | JNJ | JOHNSON & JOHNSON | $22.0M | 3.85% | 86,700 | Trimmed |
| 5 | WMT | WAL-MART STORES INC | $20.0M | 3.49% | 176,203 | Trimmed |
| 6 | ABBV | ABBVIE INC | $17.4M | 3.04% | 69,077 | Trimmed |
| 7 | CSCO | CISCO SYSTEMS INC | $17.1M | 3.00% | 145,993 | Trimmed |
| 8 | JPM | J P MORGAN CHASE & CO | $17.2M | 3.00% | 52,403 | Trimmed |
| 9 | XOM | EXXON MOBIL HOLDINGS CORP | $16.3M | 2.85% | 119,507 | New |
| 10 | AAPL | APPLE INC | $14.4M | 2.51% | 49,640 | Trimmed |
| 11 | IBM | INTL BUS MACHINES CORP | $12.8M | 2.24% | 45,647 | Trimmed |
| 12 | PG | PROCTER & GAMBLE CO | $12.6M | 2.20% | 85,971 | Trimmed |
| 13 | MRK | MERCK & CO INC | $12.1M | 2.11% | 93,866 | Added |
| 14 | GOOGL | ALPHABET INC (GOOGLE) | $11.1M | 1.94% | 31,130 | Added |
| 15 | LLY | ELI LILLY & CO | $10.5M | 1.83% | 8,738 | Hold |
| 16 | EMR | EMERSON ELEC CO | $10.4M | 1.81% | 72,473 | Trimmed |
| 17 | SPYV | SPDR PORTFOLIO S&P 500 VALUE E | $10.1M | 1.76% | 166,194 | Added |
| 18 | ITOT | ISHARES CORE S&P TOTAL US STOC | $9.4M | 1.64% | 57,012 | Trimmed |
| 19 | MCD | MCDONALDS CORP | $9.2M | 1.61% | 34,126 | Trimmed |
| 20 | CVX | CHEVRON CORP | $8.8M | 1.54% | 53,183 | Added |
| 21 | IJR | ISHARES S&P SMALLCAP 600 INDEX | $8.7M | 1.52% | 58,811 | Trimmed |
| 22 | BAC | BANK OF AMERICA CORP | $8.1M | 1.41% | 142,080 | Trimmed |
| 23 | KO | COCA-COLA CO | $7.8M | 1.36% | 95,716 | Trimmed |
| 24 | LMT | LOCKHEED MARTIN CORP | $7.8M | 1.36% | 15,282 | Trimmed |
| 25 | TXN | TEXAS INSTRUMENTS INC | $7.2M | 1.26% | 24,155 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR