account_balance
Investment manager · 13F filer · SEC CIK 1108965
Lynch & Associates
Reported value$699Mas of Sep 30, 2026
Positions128 3 new, 4 sold out
Top 10 weight34.6%MSFT alone is 7%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
7.3%
IVViShares Core S&P 500 Index
3.6%
CGGRCapital Group Growth ETF
3.3%Added +559%
IJHiShares Core S&P Midcap 400 In
3.3%
JNJJohnson & Johnson
3.2%
FMDEFidelity Enhanced Mid Cap ETF
3.0%Added +419%
CGUSCapital Group Core Equity ETF
2.9%Added +598%
XOMExxonMobil Holdings Corp
2.8%
CGDVCapital Group Dividend Value E
2.7%Added +486%
WMTWalmart Inc.
2.6%−2%
ABBVAbbVie Inc.
2.6%
JPMJPMorgan Chase & Co
2.5%
MSFTMicrosoft Corp
7.3%
IVViShares Core S&P 500 Index
3.6%
CGGRCapital Group Growth ETF
3.3%+559%
IJHiShares Core S&P Midcap 400 In
3.3%
JNJJohnson & Johnson
3.2%
FMDEFidelity Enhanced Mid Cap ETF
3.0%+419%
CGUSCapital Group Core Equity ETF
2.9%
XOMExxonMobil Holdings Corp
2.8%
CGDVCapital Group Dividend Value E
2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 7.3% Held
IVV iShares Core S&P 500 Index 3.6% Held
CGGR Capital Group Growth ETF 3.3% Added +559%
IJH iShares Core S&P Midcap 400 In 3.3% Held
JNJ Johnson & Johnson 3.2% HeldFMDE Fidelity Enhanced Mid Cap ETF 3.0% Added +419%
CGUS Capital Group Core Equity ETF 2.9% Added +598%
XOM ExxonMobil Holdings Corp 2.8% HeldCGDV Capital Group Dividend Value E 2.7% Added +486%
WMT Walmart Inc. 2.6% Trimmed −2%ABBV AbbVie Inc. 2.6% HeldJPM JPMorgan Chase & Co 2.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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