LYNCH & ASSOCIATES/IN
$573M in tracked AUM across 129 positions as of Q2 2026.
Two numbers refuse to tell the same story in Lynch & Associates' Q2 2026 13F: reported portfolio value rose from $533 million to $573 million, yet decreased positions (31) outnumbered increased ones (9) by more than three to one. Microsoft remains the flagship at 6.5% ($37.4 million); core S&P ETFs IVV (4.3%) and IJH (4.2%) sit next — both lightly trimmed on shares even as their dollar values climbed. The largest clean exit is Honeywell (~$5.9 million prior), with Disney and TotalEnergies also closed; new Capital Group growth and dividend ETFs (CGGR, CGDV) plus a Fidelity financials ETF open in the $3 million range. Ignore the paired Exxon 'sold' and Exxon 'new' rows as a CUSIP/name remap, not a round-trip. This is a mark-up quarter for a diversified advisory book, not a buying spree.
Quarter at a glance — Q2 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q2 2026.