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LYNCH & ASSOCIATES/IN
hedge fundUpdated 6 days agoManaged by Lynch & Associates/In • Latest filing Q3 2026
Portfolio value
$698.9M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
45.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $528.9M |
| Q1 2026 | $532.6M |
| Q2 2026 | $572.5M |
| Q3 2026 | $698.9M |
Top holdings
128 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $51.2M | 99.8K | 7.32% | Trimmed(-0.6%) | |
| 2 | $25M | 32.7K | 3.58% | Trimmed(-0.6%) | |
| 3 | $23M | 485.4K | 3.29% | Added(+559.2%) | |
| 4 | $22.9M | 318.2K | 3.28% | Added(+1.4%) | |
| 5 | $22.7M | 85.6K | 3.24% | Trimmed(-1.3%) | |
| 6 | $21.2M | 524.6K | 3.03% | Added(+418.8%) | |
| 7 | $19.9M | 448.3K | 2.85% | Added(+597.8%) | |
| 8 | $19.3M | 118.7K | 2.76% | Trimmed(-0.7%) | |
| 9 | $18.5M | 379.4K | 2.65% | Added(+486.2%) | |
| 10 | $17.9M | 172.4K | 2.56% | Trimmed(-2.1%) | |
| 11 | $17.9M | 68.4K | 2.56% | Trimmed(-0.9%) | |
| 12 | $17.2M | 52.0K | 2.46% | Trimmed(-0.7%) | |
| 13 | $16.5M | 49.5K | 2.36% | Trimmed(-0.3%) | |
| 14 | $15.5M | 144.2K | 2.22% | Trimmed(-1.2%) | |
| 15 | $14.1M | 179.6K | 2.01% | Added(+510.1%) | |
| 16 | $13.6M | 93.5K | 1.94% | Trimmed(-0.4%) | |
| 17 | $13M | 325.9K | 1.86% | Added(+409.6%) | |
| 18 | ? N/A FIDELITY ENHANCED LARGE CAP VA | $12.4M | 300.8K | 1.78% | Added(+808.9%) |
| 19 | $12.4M | 85.6K | 1.78% | Trimmed(-0.4%) | |
| 20 | $11.1M | 71.8K | 1.59% | Trimmed(-0.9%) |