Lynch & Associates Portfolio Holdings
Lynch & Associates
- $455 Million
- Q1 2025
Lynch & Associates has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $455 Million distributed in 118 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $39.2M, Ishares Core S&P 500 ETF with a value of $19.1M, Walmart Inc. with a value of $17.8M, Ishares Core S&P Mid Cap ETF with a value of $17.4M, and Abb Vie Inc. with a value of $15.2M.
Examining the 13F form we can see an decrease of $493K in the current position value, from $456M to 455M.
Below you can find more details about Lynch & Associates portfolio as well as his latest detailed transactions.
Portfolio value
$455 Million
ETFs: $93.1 Million
Technology: $77.4 Million
Healthcare: $66.8 Million
Consumer Defensive: $55.9 Million
Industrials: $46.2 Million
Financial Services: $38.2 Million
Consumer Cyclical: $27.7 Million
Energy: $25.2 Million
Other: $23.6 Million