Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q4 2025 · Filed January 7, 2026 · Accession 0001108965-26-000001

Total Value
$528.9M
Positions
124
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (124)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT101,334$49.0M9.27%
2ISHARES CORE S&P 500 INDEX46428720033,320$22.8M4.32%
3ISHARES CORE S&P MIDCAP 400 IN464287507313,152$20.7M3.91%
4WAL-MART STORES INCWMT181,038$20.2M3.81%
5JOHNSON & JOHNSONJNJ87,897$18.2M3.44%
6J P MORGAN CHASE & COVYLD52,632$17.0M3.21%
7ABBVIE INCABBV69,772$15.9M3.01%
8EXXON MOBIL CORPXOM122,482$14.7M2.79%
9INTL BUS MACHINES CORPINTR46,791$13.9M2.62%
10APPLE INCAAPL49,510$13.5M2.54%
11PROCTER & GAMBLE CO74271810987,009$12.5M2.36%
12CISCO SYSTEMS INCCSCO150,212$11.6M2.19%
13MCDONALDS CORPMCD34,047$10.4M1.97%
14MERCK & CO INCMRK92,958$9.8M1.85%
15EMERSON ELEC COEMR73,714$9.8M1.85%
16ALPHABET INC (GOOGLE)GOOG30,415$9.5M1.80%
17ELI LILLY & COLLY8,738$9.4M1.78%
18SPDR PORTFOLIO S&P 500 VALUE E78464A508157,406$8.9M1.69%
19ISHARES CORE S&P TOTAL US STOC46428715056,855$8.5M1.60%
20CHEVRON CORPCVX52,535$8.0M1.51%
21BANK OF AMERICA CORP060505104143,894$7.9M1.50%
22LOCKHEED MARTIN CORPLMT15,632$7.6M1.43%
23ISHARES S&P SMALLCAP 600 INDEX46428780459,380$7.1M1.35%
24COCA-COLA COKO97,170$6.8M1.28%
25ABBOTT LABORATORIESABLZF53,681$6.7M1.27%
26RTX CORPORATIONRTX36,183$6.6M1.25%
27BERKSHIRE HATHAWAY INC CL BBRK-A13,081$6.6M1.24%
28STRYKER CORPSYK17,783$6.3M1.18%
29LOWES COMPANIES INC54866110725,709$6.2M1.17%
30CAPITAL ONE FINANCIAL CORP14040H10523,504$5.7M1.08%
31TJX COMPANIES INC87254010935,647$5.5M1.04%
32FIDELITY MCSI INFORMATION TECH31609280823,677$5.3M1.01%
33HONEYWELL INTL INC43851610626,645$5.2M0.98%
34NEXTERA ENERGY INCNEE-PW61,796$5.0M0.94%
35FIRST SVGS FINL GROUP INC33621E109152,500$4.9M0.92%
36SCHWAB STRATEGIC TR US DIVIDEN808524797162,740$4.5M0.84%
37BOEING COBA-PA20,353$4.4M0.84%
38AMAZON COMAMZN18,975$4.4M0.83%
39SYSCO CORPSYY57,668$4.2M0.80%
40UNITED PARCEL SERVICE INCUPS41,803$4.1M0.78%
41ILLINOIS TOOL WORKS INC45230810916,606$4.1M0.77%
423M COMPANYMMM25,252$4.0M0.76%
43U S BANCORPUSB-PS73,280$3.9M0.74%
44TEXAS INSTRUMENTS INC88250810421,722$3.8M0.71%
45DUKE ENERGY CORPDUKB30,732$3.6M0.68%
46WALT DISNEY CO25468710630,260$3.4M0.65%
47VANGUARD TOTAL INTL STOCK INDE92190976843,149$3.3M0.62%
48TECHNOLOGY SELECT SECTOR SPDR81369Y80320,228$2.9M0.55%
49VISA INC COMV8,033$2.8M0.53%
50FIDELITY MSCI FINANCIALS INDEX31609250136,071$2.8M0.53%
51FIDELITY MSCI HEALTHCARE INDEX31609260035,566$2.6M0.50%
52META PLATFORMS INCMETA3,819$2.5M0.48%
53FIDELITY ENHANCED MID CAP ETF31609A50368,991$2.5M0.47%
54HOME DEPOT INCHD7,266$2.5M0.47%
55PHILIP MORRIS INTERNATIONAL IN71817210915,182$2.4M0.46%
56FIDELITY MSCI INDUSTRIALS INDE31609270926,455$2.2M0.41%
57CVS CAREMARK CORPCVS27,280$2.2M0.41%
58AMGEN INCAMGN6,243$2.0M0.39%
59TOTALENERGIESTTE31,051$2.0M0.38%
60FIDELITY MSCI CONSUMER DISCRET31609220419,294$2.0M0.37%
61SHERWIN-WILLIAMS CORPSHW5,689$1.8M0.35%
62CAPITAL GROUP DIVIDEND VALUE E14020W10642,208$1.8M0.35%
63FIDELITY MSCI TELECOMMUNICATIO31609287324,627$1.8M0.34%
64PFIZER INCPFE71,143$1.8M0.33%
65UNION PACIFIC CORPUNP7,449$1.7M0.33%
66ALTRIA GROUP INCMO29,375$1.7M0.32%
67CAPITAL GROUP GROWTH ETF14020G10137,943$1.7M0.32%
68COLGATE-PALMOLIVE COCL20,664$1.6M0.31%
69FIDELITY MSCI CONSUMER STAPLES31609230330,987$1.5M0.29%
70FIDELITY ENHANCED INTERNATIONA31609A40441,217$1.5M0.29%
71NVIDIA CORPORATIONNVDA7,949$1.5M0.28%
72FIDELITY MCSI ENERGY INDEX31609240259,139$1.5M0.28%
73MEDTRONIC PLCMDT15,197$1.5M0.28%
74CAPITAL GROUP CORE EQUITY ETF14020V10836,075$1.5M0.27%
75BROADCOM INCAVGO4,069$1.4M0.27%
76KIMBERLY-CLARK CORPKMB13,600$1.4M0.26%
77VERIZON COMMUNICATIONS INCVZ33,678$1.4M0.26%
78FIRST TRUST EXCHANGE-TRADED FD33738R50619,265$1.3M0.25%
79NB BANCORPNBBK54,334$1.1M0.20%
80FIRST TRUST EXCHANGE-TRADED FD33733E10411,545$1.1M0.20%
81SPDR S&P MID CAP 400 ETFMDY1,740$1.0M0.20%
82GENERAL MILLS INC37033410421,763$1.0M0.19%
83INDUSTRIAL SELECT SECTOR SPDR81369Y7046,375$988,8900.19%
84GE AEROSPACE3696043013,168$975,8390.18%
85FINANCIAL SELECT SECTOR SPDR81369Y60515,425$844,8270.16%
86CIGNA CORP1255231003,041$836,9740.16%
87FIDELITY ENHANCED SMALL CAP ET31609A20621,533$813,5250.15%
88FIDELITY MSCI UTILITIES INDEX31609286514,282$788,6520.15%
89BRISTOL-MYERS SQUIBB COCELG-RI14,041$757,3720.14%
90CONSUMER DISCRETIONARY SELECT81369Y4075,668$676,8160.13%
91WASTE MANAGEMENT INC94106L1093,042$668,3580.13%
92EASTERN BANKSHARESEBC35,000$645,0500.12%
93ISHARES RUSSELL 2000 INDEX4642876552,600$640,0160.12%
94WELLS FARGO & CO9497461016,713$625,6520.12%
95ORACLE CORPORCL-PD3,209$625,4660.12%
96FIDELITY MCSI MATERIALS INDEX31609288111,176$593,5570.11%
97ISHARES S&P 500 VALUE INDEX4642874082,750$583,1930.11%
98HEALTH CARE SELECT SECTOR SPDR81369Y2093,744$579,5710.11%
99DIMENSIONAL US SMALL CAP ETF25434V5008,073$562,4460.11%
100SPDR PORTFOLIO S&P 600 SMALL C78468R85311,114$520,8020.10%
101CGI GROUP CL AGIB5,345$493,3070.09%
102VANGUARD TOTAL STOCK MARKET IN9229087691,439$482,4540.09%
103REGIONS FINANCIAL CORPRF-PF15,281$414,1150.08%
104TESLA MOTORS INCTSLA915$411,4940.08%
105SPDR S&P 500 ETFSPY553$377,0680.07%
106KEYCORP49326710817,475$360,6840.07%
107CHUBB LIMITEDCB1,109$346,1410.07%
108CSX CORPCSX9,300$337,1250.06%
109GE VERNOVA INCGEV499$326,1310.06%
110CATERPILLAR INCCAT558$319,6610.06%
111FIDELITY MSCI REAL ESTATE INDE31609285711,883$319,5340.06%
112COSTCO WHSL CORP22160K105364$313,4610.06%
113CONSUMER STAPLES SELECT SECTOR81369Y3083,982$309,3220.06%
114ALLIANT ENERGY CORPLNT4,406$286,4280.05%
115HUNTINGTON BANCSHARES INCHBANP16,250$281,9380.05%
116AMPHENOL CORP0320951012,000$270,2800.05%
117VANGUARD S&P 500 VALUE INDEX F9219327031,300$266,3050.05%
118AVIDIA BANCORPAVBC15,206$255,6130.05%
119PALANTIR TECHNOLOGIES INCPLTR1,307$232,3190.04%
120SOLSTICE ADVANCED MATERIALS IN83443Q1034,577$222,3510.04%
121DIMENSIONAL US EQUITY ETF25434V4012,907$215,6120.04%
122BLAQCLOUDS INC09341810130,000$870.00%
123FIRST HORIZON NTNL CORP FRAC 1FHN-PH434,329$00.00%
124MARIJUANA COMPANY OF AMERICA56782E204200,000$00.00%