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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

LYNCH & ASSOCIATES/IN

Quarter ended Q3 2025 · Filed October 7, 2025 · Accession 0001108965-25-000006

Total Value
$517.9M
Positions
127
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (127)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT102,091$52.9M10.21%
2ISHARES CORE S&P 500 INDEX46428720033,554$22.5M4.34%
3ISHARES CORE S&P MIDCAP 400 IN464287507307,397$20.1M3.87%
4WAL-MART STORES INCWMT189,536$19.5M3.77%
5J P MORGAN CHASE & COVYLD53,840$17.0M3.28%
6JOHNSON & JOHNSONJNJ89,119$16.5M3.19%
7ABBVIE INCABBV70,546$16.3M3.15%
8EXXON MOBIL CORPXOM119,607$13.5M2.60%
9PROCTER & GAMBLE CO74271810987,099$13.4M2.58%
10INTL BUS MACHINES CORPINTR46,965$13.3M2.56%
11APPLE INCAAPL47,331$12.1M2.33%
12CISCO SYSTEMS INCCSCO150,119$10.3M1.98%
13MCDONALDS CORPMCD33,190$10.1M1.95%
14EMERSON ELEC COEMR74,830$9.8M1.90%
15SPDR PORTFOLIO S&P 500 VALUE E78464A508154,921$8.6M1.66%
16ISHARES CORE S&P TOTAL US STOC46428715056,504$8.2M1.59%
17CHEVRON CORPCVX52,067$8.1M1.56%
18LOCKHEED MARTIN CORPLMT15,516$7.7M1.50%
19ALPHABET INC (GOOGLE)GOOG31,603$7.7M1.48%
20MERCK & CO INCMRK90,362$7.6M1.46%
21BANK OF AMERICA CORP060505104144,289$7.4M1.44%
22ABBOTT LABORATORIESABLZF55,164$7.4M1.43%
23ISHARES S&P SMALLCAP 600 INDEX46428780457,413$6.8M1.32%
24STRYKER CORPSYK18,093$6.7M1.29%
25BERKSHIRE HATHAWAY INC CL BBRK-A13,051$6.6M1.27%
26ELI LILLY & COLLY8,538$6.5M1.26%
27COCA-COLA COKO96,975$6.4M1.24%
28LOWES COMPANIES INC54866110725,303$6.4M1.23%
29RTX CORPORATIONRTX33,854$5.7M1.09%
30HONEYWELL INTL INC43851610626,882$5.7M1.09%
31TJX COMPANIES INC87254010936,606$5.3M1.02%
32FIDELITY MCSI INFORMATION TECH31609280823,682$5.3M1.02%
33CAPITAL ONE FINANCIAL CORP14040H10523,179$4.9M0.95%
34SYSCO CORPSYY59,520$4.9M0.95%
35TEXAS INSTRUMENTS INC88250810426,612$4.9M0.94%
36FIRST SVGS FINL GROUP INC33621E109152,500$4.8M0.93%
37NEXTERA ENERGY INCNEE-PW60,056$4.5M0.88%
38SCHWAB STRATEGIC TR US DIVIDEN808524797164,581$4.5M0.87%
39ILLINOIS TOOL WORKS INC45230810916,791$4.4M0.85%
40AMAZON COMAMZN19,903$4.4M0.84%
41BOEING COBA-PA19,980$4.3M0.83%
423M COMPANYMMM25,261$3.9M0.76%
43DUKE ENERGY CORPDUKB31,427$3.9M0.75%
44UNITED PARCEL SERVICE INCUPS45,166$3.8M0.73%
45WALT DISNEY CO25468710631,643$3.6M0.70%
46U S BANCORPUSB-PS71,389$3.5M0.67%
47VANGUARD TOTAL INTL STOCK INDE92190976842,528$3.1M0.60%
48HOME DEPOT INCHD7,326$3.0M0.57%
49TECHNOLOGY SELECT SECTOR SPDR81369Y80310,114$2.9M0.55%
50FIDELITY MSCI FINANCIALS INDEX31609250135,724$2.7M0.53%
51VISA INC COMV7,965$2.7M0.53%
52META PLATFORMS INCMETA3,673$2.7M0.52%
53PHILIP MORRIS INTERNATIONAL IN71817210915,387$2.5M0.48%
54FIDELITY MSCI HEALTHCARE INDEX31609260034,649$2.3M0.45%
55FIDELITY MSCI INDUSTRIALS INDE31609270926,726$2.2M0.42%
56FIDELITY ENHANCED MID CAP ETF31609A50358,507$2.1M0.41%
57SHERWIN-WILLIAMS CORPSHW5,896$2.0M0.39%
58ALTRIA GROUP INCMO30,713$2.0M0.39%
59FIDELITY MSCI CONSUMER DISCRET31609220419,083$2.0M0.38%
60PFIZER INCPFE76,340$1.9M0.38%
61CVS CAREMARK CORPCVS24,813$1.9M0.36%
62TOTALENERGIES SETTE30,956$1.8M0.36%
63KIMBERLY-CLARK CORPKMB14,475$1.8M0.35%
64COLGATE-PALMOLIVE COCL22,479$1.8M0.35%
65UNION PACIFIC CORPUNP7,545$1.8M0.34%
66FIDELITY MSCI TELECOMMUNICATIO31609287324,855$1.8M0.34%
67CAPITAL GROUP DIVIDEND VALUE E14020W10639,015$1.6M0.32%
68VERIZON COMMUNICATIONS INCVZ34,943$1.5M0.30%
69AMGEN INCAMGN5,211$1.5M0.28%
70FIDELITY MSCI CONSUMER STAPLES31609230329,278$1.5M0.28%
71CAPITAL GROUP GROWTH ETF14020G10133,022$1.5M0.28%
72FIDELITY MCSI ENERGY INDEX31609240257,518$1.4M0.27%
73NVIDIA CORPORATIONNVDA7,489$1.4M0.27%
74CAPITAL GROUP CORE EQUITY ETF14020V10834,278$1.4M0.26%
75GENERAL MILLS INC37033410426,708$1.3M0.26%
76BROADCOM INCAVGO3,860$1.3M0.25%
77FIDELITY ENHANCED INTERNATIONA31609A40435,593$1.3M0.24%
78FIRST TRUST EXCHANGE-TRADED FD33738R50618,284$1.2M0.24%
79CIGNA CORP1255231003,825$1.1M0.21%
80SPDR S&P MID CAP 400 ETFMDY1,740$1.0M0.20%
81MEDTRONIC PLCMDT10,827$1.0M0.20%
82NB BANCORPNBBK56,334$994,2950.19%
83FIRST TRUST EXCHANGE-TRADED FD33733E10410,524$985,4670.19%
84INDUSTRIAL SELECT SECTOR SPDR81369Y7046,375$983,2160.19%
85GE AEROSPACE3696043013,168$952,9980.18%
86FINANCIAL SELECT SECTOR SPDR81369Y60515,775$849,7990.16%
87ORACLE CORPORCL-PD2,985$839,5010.16%
88FIDELITY MSCI UTILITIES INDEX31609286514,552$821,7510.16%
89WASTE MANAGEMENT INC94106L1093,086$681,4810.13%
90CONSUMER DISCRETIONARY SELECT81369Y4072,834$679,1400.13%
91CINTAS CORPCTAS3,269$670,9950.13%
92EASTERN BANKSHARESEBC35,000$635,2500.12%
93ISHARES S&P 500 VALUE INDEX4642874083,054$630,6820.12%
94ISHARES RUSSELL 2000 INDEX4642876552,600$629,0960.12%
95FIDELITY ENHANCED SMALL CAP ET31609A20616,244$593,8870.11%
96FIDELITY MCSI MATERIALS INDEX31609288110,860$569,3900.11%
97WELLS FARGO & CO9497461016,713$562,6840.11%
98HEALTH CARE SELECT SECTOR SPDR81369Y2093,744$521,0520.10%
99SPDR PORTFOLIO S&P 600 SMALL C78468R85311,114$514,8000.10%
100BRISTOL-MYERS SQUIBB COCELG-RI11,351$511,9300.10%
101CGI GROUP CL AGIB5,423$483,3110.09%
102VANGUARD TOTAL STOCK MARKET IN9229087691,439$472,2370.09%
103DIMENSIONAL US SMALL CAP ETF25434V5006,216$425,5470.08%
104REGIONS FINANCIAL CORPRF-PF15,531$409,5520.08%
105TESLA MOTORS INCTSLA870$386,9060.07%
106KEYCORP49326710819,975$373,3330.07%
107SPDR S&P 500 ETFSPY553$368,3640.07%
108CATERPILLAR INCCAT708$337,8220.07%
109COSTCO WHSL CORP22160K105363$336,0040.06%
110FIDELITY MSCI REAL ESTATE INDE31609285712,072$335,7220.06%
111CSX CORPCSX9,350$332,0190.06%
112DOW INCDOW14,050$322,1670.06%
113CONSUMER STAPLES SELECT SECTOR81369Y3083,982$312,0690.06%
114ALLIANT ENERGY CORPLNT4,506$303,7430.06%
115INTEL CORPINTC8,985$301,4470.06%
116GE VERNOVA INCGEV480$295,1520.06%
117HUNTINGTON BANCSHARES INCHBANP16,250$280,6380.05%
118VANGUARD S&P 500 VALUE INDEX F9219327031,300$259,3110.05%
119AMPHENOL CORP0320951012,000$247,5000.05%
120PALANTIR TECHNOLOGIES INCPLTR1,317$240,2470.05%
121AVIDIA BANCORPAVBC15,206$227,1780.04%
122CHUBB LIMITEDCB792$223,5420.04%
123DIMENSIONAL US EQUITY ETF25434V4012,927$212,0320.04%
124AUTOMATIC DATA PROCESSING INCADP700$205,4500.04%
125WINCHESTER BANCORP INCWSBK13,183$125,8980.02%
126MARIJUANA COMPANY OF AMERICA56782E204200,000$00.00%
127FIRST HORIZON NTNL CORP FRAC 1FHN-PH434,329$00.00%