Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LYNCH & ASSOCIATES/IN | 04-09-2024 | 03-31-2024 | 121 | 432,986,113 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COLGATE-PALMOLIVE CO | COM | 51 | $2,344,181 | 26,032 | 0.00 | 0.54 | -2,714 | -9.44 | 03-31-2024 |
| CVS CAREMARK CORP | COM | 52 | $2,339,002 | 29,326 | 0.00 | 0.57 | -1,630 | -5.27 | 03-31-2024 |
| TOTALENERGIES SE | COM | 53 | $2,174,340 | 31,590 | 0.00 | 0.59 | -2,329 | -6.87 | 03-31-2024 |
| TECHNOLOGY SELECT SECTOR SPDR | ETF | 54 | $2,134,559 | 10,249 | 0.00 | 0.44 | -25 | -0.24 | 03-31-2024 |
