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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
SYKStryker Corp
Recent Activity
Decreased -1.29%
1.42%
$6.532M
18,143 shares@ $360.06 avg price
ABTAbbott Laboratories
Recent Activity
Decreased -0.01%
1.4%
$6.43M
56,848 shares@ $113.11 avg price
BACBank Of America Corp
Recent Activity
Decreased -1.71%
1.38%
$6.348M
144,438 shares@ $43.95 avg price
KOCoca-cola Co
Recent Activity
Decreased -0.18%
1.37%
$6.295M
101,113 shares@ $62.27 avg price
LOWLowes Companies Inc
Recent Activity
Decreased -0.27%
1.34%
$6.163M
24,972 shares@ $246.8 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -2.06%
1.34%
$6.142M
27,190 shares@ $225.89 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
LLYEli Lilly & Co
Recent Activity
Decreased -0.01%
1.28%
$5.883M
7,620 shares@ $772.0 avg price
BRK.BBerkshire Hathaway Inc Cl B
Recent Activity
Increased 0.15%
1.28%
$5.877M
12,967 shares@ $453.27 avg price