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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
TXNTexas Instruments Inc
Recent Activity
Increased 5.2%
1.12%
$5.161M
27,526 shares@ $187.51 avg price
SYYSysco Corp
Recent Activity
Decreased -1.14%
1.02%
$4.7M
61,464 shares@ $76.46 avg price
AMZNAmazon Com
Recent Activity
Increased 4.05%
1.01%
$4.649M
21,192 shares@ $219.39 avg price
TJXTjx Companies Inc
Recent Activity
Decreased -0.39%
1%
$4.587M
37,967 shares@ $120.81 avg price
NEENextera Energy Inc
Recent Activity
Increased 5.15%
0.94%
$4.33M
60,392 shares@ $71.69 avg price
FTECFidelity Mcsi Information Tech
Recent Activity
Decreased -0.63%
0.92%
$4.202M
22,727 shares@ $184.89 avg price
ITWIllinois Tool Works Inc
Recent Activity
Increased 0.74%
0.89%
$4.092M
16,138 shares@ $253.56 avg price
FSFGFirst Svgs Finl Group Inc
Recent Activity
0.89%
$4.064M
153,000 shares@ $26.56 avg price
SCHDSchwab Strategic Tr Us Dividen
Recent Activity
Increased 225.23%
0.85%
$3.881M
142,063 shares@ $27.32 avg price
RTXRtx Corporation
Recent Activity
Increased 0.52%
0.84%
$3.86M
33,357 shares@ $115.72 avg price