LYNCH & ASSOCIATES/IN

CIK 0001108965 · Q2 2026

13F Equity AUM

$572.5M

+7.5% QoQ

Positions

129

-123 QoQ

AUM Rank

#4,566

Top 36%

Skill Alpha (FF)

-1.4%/yr^ns

No Clear Edge

Rank #4,352 · Top 53%

vs S&P -2.2%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 22.4%Top 10: 36.8%Top 20: 55.5%

MSFT6.5%

IVV4.3%

IJH4.2%

JNJ3.9%

WMT3.5%

ABBV3.0%

JPM3.0%

CSCO3.0%

EXXON MOBIL HOLDINGS CORP2.9%

AAPL2.5%

Others (117)63.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 127Median: 0.41%Avg: 0.79%

0–0.5%

75(15.6%)

0.5–1%

23(17.6%)

1–3%

23(41.4%)

3–5%

5(18.9%)

5%+

1(6.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 127vs 20 funds

0%Low

127

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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