Lynch & Associates Portfolio Holdings
Lynch & Associates
- $440 Million
- Q2 2024
Lynch & Associates has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $440 Million distributed in 119 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $47.9M, Ishares Core S&P 500 ETF with a value of $19.3M, Ishares Core S&P Mid Cap ETF with a value of $17.4M, Procter & Gamble CO with a value of $15M, and Walmart Inc. with a value of $14.5M.
Examining the 13F form we can see an increase of $10.5M in the current position value, from $429M to 440M.
Below you can find more details about Lynch & Associates portfolio as well as his latest detailed transactions.
Portfolio value
$440 Million
ETFs: $87.3 Million
Technology: $82.5 Million
Healthcare: $64.9 Million
Consumer Defensive: $50.9 Million
Industrials: $46.3 Million
Financial Services: $33.8 Million
Consumer Cyclical: $24.7 Million
Energy: $24.5 Million
Other: $24.2 Million