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Evan J. Lynch

Lynch & Associates In

Assets Managed
$572.515M
Holdings
129
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
7.5%(2Q avg: 4.1%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Lynch & Associates In's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 129 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 572.515M in assets, with a quarterly growth rate of 7.5% and a 2-quarter average growth rate of 4.1%. The portfolio is managed by Evan J. Lynch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Decreased -0.66%
6.54%
$37.44M
100,370 shares@ $373.03 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.55%
4.31%
$24.629M
32,887 shares@ $748.9 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -1.52%
4.23%
$24.19M
313,704 shares@ $77.12 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -0.06%
3.85%
$22.019M
86,700 shares@ $253.98 avg price
WMT
Walmart Inc
Recent Activity
Decreased -0.74%
3.49%
$19.957M
176,203 shares@ $113.26 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -1.09%
3.04%
$17.383M
69,077 shares@ $251.65 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.08%
3%
$17.153M
52,403 shares@ $327.33 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -1.88%
3%
$17.148M
145,993 shares@ $117.47 avg price
XOM
Exxonmobil Holdings Corp
Recent Activity
New Position
2.86%
$16.339M
119,507 shares@ $136.72 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.58%
2.51%
$14.364M
49,640 shares@ $289.36 avg price

1-10 of 129