Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LYNCH & ASSOCIATES/IN 10-24-2023 09-30-2023 116 379,058,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MICROSOFT CORP COM 1 $35,646,000 112,894 9.40 9.86 -231 -0.20 09-30-2023
ISHARES CORE S&P 500 INDEX ETF 2 $15,203,000 35,403 4.01 4.00 373 1.06 09-30-2023
EXXON MOBIL CORP COM 3 $14,714,000 125,138 3.88 3.42 546 0.44 09-30-2023
JOHNSON & JOHNSON COM 4 $14,620,000 93,869 3.86 4.00 -530 -0.56 09-30-2023
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