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LYNCH & ASSOCIATES

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NEWBURGH IN Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Lynch & Associates is based out of Newburgh. Lynch & Associates is a large advisory firm with 625 clients and discretionary assets under management (AUM) of $530,672,168 (Form ADV from 2023-03-03). Their last reported 13F filing for Q4 2023 included $411,458,481 in managed 13F securities and a top 10 holdings concentration of 38.68%. Lynch & Associates's largest holding is Microsoft Corp. with shares held of 110,955. Whalewisdom has at least 101 13F filings

2023-12-31

Top Buys (13F)

Name % Change
SCHD Schwab U.S. Dividend 0.21%
AMGN Amgen, Inc. 0.18%
IBM International Busine 0.17%
AMZN Amazon.com Inc. 0.15%
MCD McDonalds Corp. 0.13%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 10.14%
IVV iShares Core S&P 500 4.1%
IJH iShares Core S&P Mid 3.96%
JNJ Johnson & Johnson Co 3.53%
PG Procter & Gamble Co. 3.28%

2023-12-31

13F Activity

Market Value $411m, Prior: $379m
New Purchases 7 stocks
Added To 40 stocks
Sold out of 1 stocks
Reduced holdings in 55 stocks
Top 10 Holdings % 38.68%
Turnover %[1] 6.56%
Turnover Alt %[2] 1.6%
Time Held Top 20 30.6 quarters
Time Held Top 10 31.9 quarters
Time Held All 40.07 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance