StockDriftsStockDriftsTop 50 Lynch & Associates In Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 7.32% | 99.8K | $51.2M | -0.60%(-601) | $49.92(+968.67%) | 2026-09-30 | |
| IVV | ISHARES CORE S&P 500 INDEX | 3.58% | 32.7K | $25.0M | -0.55%(-180) | $139.85(+450.61%) | 2026-09-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.29% | 485.4K | $23.0M | +559.19%(+411.76K) | $45.90(+2.15%) | 2026-09-30 | |
| IJH | ISHARES CORE S&P MIDCAP 400 IN | 3.28% | 318.2K | $22.9M | +1.44%(+4.51K) | $32.01(+126.12%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 3.24% | 85.6K | $22.7M | -1.32%(-1.14K) | $83.74(+203.05%) | 2026-09-30 | |
| FMDE | FIDELITY ENHANCED MID CAP ETF | 3.03% | 524.6K | $21.2M | +418.77%(+423.44K) | $39.18(+4.74%) | 2026-09-30 | |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | 2.85% | 448.3K | $19.9M | +597.81%(+384.07K) | $43.19(+3.79%) | 2026-09-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE E | 2.65% | 379.4K | $18.5M | +486.23%(+314.64K) | $47.33(+3.60%) | 2026-09-30 | |
| WMT | WAL-MART STORES INC | 2.56% | 172.4K | $17.9M | -2.13%(-3.76K) | $17.75(+568.76%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 2.56% | 68.4K | $17.9M | -0.92%(-638) | $63.05(+348.36%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.50% | +50.13% | +8.84% | +52.72% |
| Top 20 Holdings Unweighted | +14.74% | +51.07% | +8.76% | +52.16% |
Lynch & Associates In reports $698.87M in US-listed equity holdings across 128 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (7.3%), IVV (3.6%) and CGGR (3.3%). The top 20 holdings account for 53.9% of reported assets. Its disclosed equity book has returned +50.13% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lynch & Associates In’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1108965). View Lynch & Associates In’s 13F filings on SEC