LYNCH & ASSOCIATES/IN
RIA/Wealth
LYNCH & ASSOCIATES/IN is a RIA/Wealth based in Newburgh, IN led by Thomas Patrick Lynch, reporting $741.5M in AUM as of Q3 2025 with MSFT as the largest holding (10% allocation).
ChairmanThomas Patrick Lynch
- Portfolio Value
- $517.9M
- Positions
- 125
- Top Holding
- MSFT at 10.21%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LYNCH & ASSOCIATES/IN's portfolio (39.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $52.9M | 10.21% | -$948.9K Sold | 0.00% 102.1K shares | |
ETF ETF | $22.5M | 4.34% | -$570.2K Sold | — 33.6K shares | |
ETF ETF | $20.1M | 3.87% | +$189.4K Bought | — 307.4K shares | |
Discount Stores Consumer Defensive | $19.5M | 3.77% | -$650.0K Sold | 0.00% 189.5K shares | |
Banks - Diversified Financial Services | $17.0M | 3.28% | -$359.3K Sold | 0.00% 53.8K shares | |
Drug Manufacturers - General Healthcare | $16.5M | 3.19% | -$185.2K Sold | 0.00% 89.1K shares | |
Drug Manufacturers - General Healthcare | $16.3M | 3.15% | -$651.8K Sold | 0.00% 70.5K shares | |
Oil & Gas Integrated Energy | $13.5M | 2.60% | -$306.0K Sold | 0.00% 119.6K shares | |
Household & Personal Products Consumer Defensive | $13.4M | 2.58% | -$158.1K Sold | 0.00% 87.1K shares | |
Information Technology Services Technology | $13.3M | 2.56% | -$51.9K Sold | 0.01% 47.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LYNCH & ASSOCIATES/IN's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+36.24% | |
+14.45% | |
+14.33% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-64.52% | |
-53.67% | |
-36.87% | |
-27.5% |
Analytics
Portfolio insights and performance metrics for LYNCH & ASSOCIATES/IN
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