Lynch & Associates has filed its 13F form on April 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $429 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $43.7M, Ishares Core S&P 500 ETF with a value of $18.7M, Ishares Core S&P Mid Cap ETF with a value of $17.7M, Procter & Gamble CO with a value of $14.5M, and Johnson & Johnson with a value of $14.1M.

Examining the 13F form we can see an increase of $20.7M in the current position value, from $408M to 429M.

Below you can find more details about Lynch & Associates portfolio as well as his latest detailed transactions.

Portfolio value $429 Million
ETFs: $85.5 Million
Technology: $77 Million
Healthcare: $66.1 Million
Consumer Defensive: $48 Million
Industrials: $46.3 Million
Financial Services: $33.3 Million
Consumer Cyclical: $25.3 Million
Energy: $23.9 Million
Other: $23.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 121
  • Current Value $429 Million
  • Prior Value $408 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 09, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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