LYNCH & ASSOCIATES/IN
Top Portfolio Positions
84 positions ·
$407,793,404 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
101,040 | $37,401,976 | 9.17% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
177,528 | $22,063,179 | 5.41% | |
| JNJ |
Johnson & Johnson
Healthcare
|
86,755 | $21,206,392 | 5.20% | |
| XOM |
Exxon Mobil Corp
Energy
|
120,782 | $20,491,874 | 5.03% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
52,450 | $15,428,692 | 3.78% | |
| ABBV |
AbbVie Inc.
Healthcare
|
69,841 | $15,189,719 | 3.72% | |
| AAPL |
Apple Inc.
Technology
|
49,934 | $12,672,749 | 3.11% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
86,377 | $12,476,293 | 3.06% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
148,792 | $11,544,771 | 2.83% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
93,438 | $11,239,657 | 2.76% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AVBC
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $299,102 | 15,206 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $255,612 | 15,206 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $227,177 | 15,206 | Shares | Sole | 2025-10-07 | |
| No 13F history on record for this holder in this stock. | ||||||