Managers / Q3 2025 · view latest →
LYNCH & ASSOCIATES/IN
CIK 0001108965 · 10644 NEWBURGH ROAD, NEWBURGH, IN, 47716 · 8128530878
Reported Value
$518M
Q3 2025
Positions
127
Filings on Record
34
2019–present window
Filed
Oct 7, 2025
original filing
Summary
Lynch & Associates/In reported $518M in U.S.-listed holdings across 127 positions for Q3 2025.
Its largest position, MSFT, represents 10.2% of the portfolio.
Compared with Q2 2025, the fund opened 3 new positions and exited 1.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $533M | 126 | Apr 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $529M | 124 | Jan 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $518M | 127 | Oct 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $496M | 125 | Jul 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $462M | 118 | Apr 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $461M | 116 | Jan 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $473M | 120 | Oct 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $444M | 119 | Aug 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $433M | 121 | Apr 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $411M | 122 | Jan 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $383M | 103 | Oct 24, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2023 | $390,792 | 103 | Jul 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $381,216 | 107 | Apr 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $383M | 103 | Jan 5, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $342M | 106 | Oct 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $368M | 103 | Jul 6, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $413M | 105 | Apr 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $424M | 106 | Jan 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $386M | 105 | Oct 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $390M | 105 | Jul 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $370M | 106 | Apr 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $367M | 107 | Jan 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $334M | 101 | Oct 21, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $309M | 101 | Jul 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $272M | 98 | Apr 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $348M | 99 | Jan 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $327M | 95 | Oct 3, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $308M | 95 | Jul 19, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $302M | 95 | Apr 25, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $268M | 92 | Jan 10, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.