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Evan J. Lynch

@Lynch & Associates In

Latest period2024 - Q4ReportedManaged Assets$460.882MTotal holdings116
Assets growth rate-2.56%Assets growth rate (2-Q avg)2.01%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lynch & Associates In's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Lynch & Associates In over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 460.882M in assets, with a quarterly growth rate of -2.56% and a 2-quarter average growth rate of 2.01%. The portfolio is managed by Evan J. Lynch, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBMIntl Bus Machines Corp
Recent Activity
Increased 0.58%
2.31%
$10.609M
48,259 shares@ $219.83 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.48%
2.1%
$9.663M
33,334 shares@ $289.89 avg price
CSCOCisco Systems Inc
Recent Activity
Increased 0.07%
1.92%
$8.826M
149,090 shares@ $59.2 avg price
CVXChevron Corp
Recent Activity
Increased 2.3%
1.69%
$7.775M
53,678 shares@ $144.84 avg price
SPYVSpdr Portfolio S&p 500 Value E
Recent Activity
Increased 3.02%
1.62%
$7.445M
145,584 shares@ $51.15 avg price
IJRIshares S&p Smallcap 600 Index
Recent Activity
Increased 3.17%
1.31%
$5.997M
52,049 shares@ $115.22 avg price
GOOGLAlphabet Inc (google)
Recent Activity
Increased 2.42%
1.29%
$5.92M
31,272 shares@ $189.31 avg price
BRK.BBerkshire Hathaway Inc Cl B
Recent Activity
Increased 0.15%
1.28%
$5.877M
12,967 shares@ $453.27 avg price
TXNTexas Instruments Inc
Recent Activity
Increased 5.2%
1.12%
$5.161M
27,526 shares@ $187.51 avg price
AMZNAmazon Com
Recent Activity
Increased 4.05%
1.01%
$4.649M
21,192 shares@ $219.39 avg price