StockDriftsStockDriftsTop 50 Lynch & Associates Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 6.54% | 100.4K | $37.4M | -0.66%(-670) | $49.92(+873.62%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 INDEX | 4.3% | 32.9K | $24.6M | -1.56%(-521) | $139.85(+456.98%) | 2026-06-30 | |
| IJH | ISHARES CORE S&P MIDCAP 400 IN | 4.23% | 313.7K | $24.2M | -1.53%(-4.86K) | $31.40(+150.17%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.85% | 86.7K | $22.0M | -0.06%(-55) | $83.74(+211.02%) | 2026-06-30 | |
| WMT | WAL-MART STORES INC | 3.49% | 176.2K | $20.0M | -0.75%(-1.32K) | $17.75(+547.41%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 3.04% | 69.1K | $17.4M | -1.09%(-764) | $63.05(+295.61%) | 2026-06-30 | |
| JPM | J P MORGAN CHASE & CO | 3% | 52.4K | $17.2M | -0.09%(-47) | $112.64(+223.78%) | 2026-06-30 | |
| CSCO | CISCO SYSTEMS INC | 3% | 146.0K | $17.1M | -1.88%(-2.80K) | $36.23(+213.40%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.51% | 49.6K | $14.4M | -0.59%(-294) | $132.30(+130.83%) | 2026-06-30 | |
| IBM | INTL BUS MACHINES CORP | 2.24% | 45.6K | $12.8M | -1.14%(-528) | $103.48(+122.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.92% | +40.19% | +7.83% | +45.77% |
| Top 20 Holdings Unweighted | +13.33% | +45.57% | +8.17% | +48.12% |
Lynch & Associates reports $572.51M in US-listed equity holdings across 129 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.5%), IVV (4.3%) and IJH (4.2%). The top 20 holdings account for 54.16% of reported assets. Its disclosed equity book has returned +40.19% on a three-year cumulative basis. Figures reflect the Q2 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’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1108965). View Lynch & Associates’s 13F filings on SEC