LYNCH & ASSOCIATES/IN Diversified Active

CIK: 0001108965 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Jul 16, 2013

Total Value ($000): $144,696 (100.0% shares, 0.0% debt)

Holdings (97)

UPS UNITED PARCEL SERVICE INC 9.0%
Value ($000) $12,986 Shares 150,157 Est. Cost $55.38 Unrealized 0.0%
XOM EXXON MOBIL CORP 5.5%
Value ($000) $7,954 Shares 88,041 Est. Cost $53.69 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 4.8%
Value ($000) $6,925 Shares 80,655 Est. Cost $59.66 Unrealized 0.0%
IBM INTL BUS MACHINES CORP 3.8%
Value ($000) $5,440 Shares 28,467 Est. Cost $118.94 Unrealized 0.0%
GENERAL ELEC CO 3.4%
Value ($000) $4,897 Shares 211,164 Est. Cost $23.19 Unrealized
PG PROCTER & GAMBLE CO 3.0%
Value ($000) $4,279 Shares 55,576 Est. Cost $55.00 Unrealized 0.0%
MSFT MICROSOFT CORP 2.8%
Value ($000) $4,110 Shares 118,983 Est. Cost $26.70 Unrealized 0.0%
IJH ISHARES CORE S&P MIDCAP 400 IN 2.7%
Value ($000) $3,870 Shares 33,507 Est. Cost $115.50 Unrealized
PFE PFIZER INC 2.5%
Value ($000) $3,636 Shares 129,824 Est. Cost $16.46 Unrealized 0.0%
KO COCA-COLA CO 2.1%
Value ($000) $3,098 Shares 77,234 Est. Cost $27.85 Unrealized 0.0%
IVV ISHARES CORE S&P 500 INDEX 2.1%
Value ($000) $3,078 Shares 19,134 Est. Cost $160.87 Unrealized
HON HONEYWELL INTL INC 2.1%
Value ($000) $3,043 Shares 38,352 Est. Cost $53.13 Unrealized 0.0%
WMT WAL-MART STORES INC 2.1%
Value ($000) $2,999 Shares 40,259 Est. Cost $19.98 Unrealized 0.0%
DIS WALT DISNEY CO 2.0%
Value ($000) $2,946 Shares 46,651 Est. Cost $56.11 Unrealized 0.0%
VECTREN CORP 1.9%
Value ($000) $2,677 Shares 79,119 Est. Cost $33.84 Unrealized
WFC WELLS FARGO & CO 1.8%
Value ($000) $2,656 Shares 64,357 Est. Cost $27.36 Unrealized 0.0%
INTC INTEL CORP 1.8%
Value ($000) $2,537 Shares 104,718 Est. Cost $17.18 Unrealized 0.0%
CVX CHEVRON CORP 1.8%
Value ($000) $2,534 Shares 21,410 Est. Cost $71.30 Unrealized 0.0%
T AT&T INC 1.6%
Value ($000) $2,295 Shares 64,832 Est. Cost $11.40 Unrealized 0.0%
WALGREEN CO 1.5%
Value ($000) $2,230 Shares 50,458 Est. Cost $44.20 Unrealized
E I DU PONT DE NEMOURS & CO 1.5%
Value ($000) $2,226 Shares 42,404 Est. Cost $52.50 Unrealized
EMR EMERSON ELEC CO 1.5%
Value ($000) $2,171 Shares 39,814 Est. Cost $40.02 Unrealized 0.0%
ABBV ABBVIE INC 1.5%
Value ($000) $2,124 Shares 51,381 Est. Cost $26.55 Unrealized 0.0%
USB U S BANCORP 1.4%
Value ($000) $2,059 Shares 56,945 Est. Cost $22.41 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 1.2%
Value ($000) $1,781 Shares 19,164 Est. Cost $92.93 Unrealized
ABT ABBOTT LABORATORIES 1.2%
Value ($000) $1,707 Shares 48,947 Est. Cost $28.85 Unrealized 0.0%
COP CONOCOPHILLIPS 1.2%
Value ($000) $1,677 Shares 27,718 Est. Cost $39.96 Unrealized 0.0%
SYK STRYKER CORP 1.1%
Value ($000) $1,620 Shares 25,050 Est. Cost $56.92 Unrealized 0.0%
PM PHILIP MORRIS INTERNATIONAL IN 1.1%
Value ($000) $1,619 Shares 18,689 Est. Cost $49.85 Unrealized 0.0%
DUK DUKE ENERGY CORP 1.1%
Value ($000) $1,613 Shares 23,896 Est. Cost $41.83 Unrealized 0.0%
CINF CINCINNATI FINL CORP 1.0%
Value ($000) $1,439 Shares 31,346 Est. Cost $32.92 Unrealized 0.0%
CL COLGATE-PALMOLIVE CO 1.0%
Value ($000) $1,419 Shares 24,769 Est. Cost $44.38 Unrealized 0.0%
LOW LOWES COMPANIES INC 1.0%
Value ($000) $1,407 Shares 34,407 Est. Cost $32.16 Unrealized 0.0%
MRK MERCK & CO INC 1.0%
Value ($000) $1,404 Shares 30,221 Est. Cost $30.02 Unrealized 0.0%
MMM 3M COMPANY 1.0%
Value ($000) $1,385 Shares 12,666 Est. Cost $61.26 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 INDEX 0.9%
Value ($000) $1,297 Shares 13,369 Est. Cost $97.02 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value ($000) $1,258 Shares 28,154 Est. Cost $28.67 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.9%
Value ($000) $1,244 Shares 68,945 Est. Cost $11.47 Unrealized 0.0%
TECO ENERGY INC 0.8%
Value ($000) $1,098 Shares 63,857 Est. Cost $17.19 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $1,074 Shares 21,858 Est. Cost $42.21 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.7%
Value ($000) $1,020 Shares 10,500 Est. Cost $63.06 Unrealized 0.0%
MAT MATTEL INC 0.7%
Value ($000) $1,000 Shares 22,075 Est. Cost $44.76 Unrealized 0.0%
RPM RPM INTERNATIONAL INC 0.7%
Value ($000) $998 Shares 31,231 Est. Cost $32.11 Unrealized 0.0%
SYY SYSCO CORP 0.7%
Value ($000) $987 Shares 28,879 Est. Cost $24.40 Unrealized 0.0%
MCD MCDONALDS CORP 0.6%
Value ($000) $900 Shares 9,095 Est. Cost $71.80 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 0.6%
Value ($000) $893 Shares 13,994 Est. Cost $63.81 Unrealized
NI NISOURCE INC 0.6%
Value ($000) $877 Shares 30,607 Est. Cost $7.81 Unrealized 0.0%
DOW CHEMICAL CO 0.6%
Value ($000) $872 Shares 27,120 Est. Cost $32.15 Unrealized
MO ALTRIA GROUP INC 0.6%
Value ($000) $858 Shares 24,519 Est. Cost $16.28 Unrealized 0.0%
BA BOEING CO 0.6%
Value ($000) $797 Shares 7,785 Est. Cost $80.37 Unrealized 0.0%
FSFG FIRST SVGS FINL GROUP INC 0.5%
Value ($000) $770 Shares 33,000 Est. Cost $5.86 Unrealized 0.0%
AJG ARTHUR J GALLAGHER & CO 0.5%
Value ($000) $761 Shares 17,427 Est. Cost $33.49 Unrealized 0.0%
ONB OLD NATL BANCORP 0.5%
Value ($000) $732 Shares 52,952 Est. Cost $13.13 Unrealized 0.0%
PKG PACKAGING CORP OF AMER 0.5%
Value ($000) $721 Shares 14,725 Est. Cost $32.81 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $675 Shares 6,226 Est. Cost $71.65 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS 0.5%
Value ($000) $652 Shares 16,935 Est. Cost $38.50 Unrealized
ED CONSOLIDATED EDISON INC 0.4%
Value ($000) $630 Shares 10,810 Est. Cost $37.50 Unrealized 0.0%
EFA ISHARES MSCI EAFE INDEX 0.4%
Value ($000) $615 Shares 10,739 Est. Cost $57.27 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $608 Shares 13,775 Est. Cost $26.74 Unrealized 0.0%
NEXTERA ENERGY INC 0.4%
Value ($000) $589 Shares 7,230 Est. Cost $81.47 Unrealized
UIL HOLDINGS CORP 0.4%
Value ($000) $574 Shares 14,995 Est. Cost $38.28 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.4%
Value ($000) $572 Shares 8,275 Est. Cost $49.85 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.4%
Value ($000) $568 Shares 12,695 Est. Cost $30.44 Unrealized 0.0%
SCANA CORP 0.4%
Value ($000) $563 Shares 11,462 Est. Cost $49.12 Unrealized
LNT ALLIANT ENERGY CORP 0.4%
Value ($000) $552 Shares 10,940 Est. Cost $16.89 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.4%
Value ($000) $547 Shares 17,880 Est. Cost $30.59 Unrealized
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $546 Shares 22,430 Est. Cost $15.24 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.3%
Value ($000) $487 Shares 9,654 Est. Cost $31.32 Unrealized 0.0%
KRAFT FOODS GROUP INC 0.3%
Value ($000) $486 Shares 8,700 Est. Cost $55.86 Unrealized
CSX CSX CORP 0.3%
Value ($000) $484 Shares 20,890 Est. Cost $6.66 Unrealized 0.0%
XLF FINANCIAL SELECT SECTOR SPDR 0.3%
Value ($000) $480 Shares 24,675 Est. Cost $19.45 Unrealized
PPL PPL CORP 0.3%
Value ($000) $479 Shares 15,825 Est. Cost $16.36 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.3%
Value ($000) $430 Shares 3,846 Est. Cost $110.02 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $415 Shares 8,250 Est. Cost $27.04 Unrealized 0.0%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.3%
Value ($000) $397 Shares 9,300 Est. Cost $42.69 Unrealized
BKH BLACK HILLS CORP 0.3%
Value ($000) $395 Shares 8,095 Est. Cost $30.15 Unrealized 0.0%
HD HOME DEPOT INC 0.3%
Value ($000) $389 Shares 5,025 Est. Cost $56.05 Unrealized 0.0%
POR PORTLAND GENERAL ELECTRIC COMP 0.3%
Value ($000) $370 Shares 12,105 Est. Cost $19.65 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL INC. 0.3%
Value ($000) $368 Shares 12,914 Est. Cost $23.16 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR 0.3%
Value ($000) $366 Shares 4,671 Est. Cost $78.36 Unrealized
CHARTER FINANCIAL CORP 0.2%
Value ($000) $328 Shares 32,531 Est. Cost $10.08 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.2%
Value ($000) $312 Shares 6,550 Est. Cost $47.63 Unrealized
ALLETE INC 0.2%
Value ($000) $304 Shares 6,100 Est. Cost $49.84 Unrealized
BEAM INC 0.2%
Value ($000) $289 Shares 4,573 Est. Cost $63.20 Unrealized
VTI VANGUARD TOTAL STOCK MARKET IN 0.2%
Value ($000) $289 Shares 3,500 Est. Cost $82.57 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR 0.2%
Value ($000) $287 Shares 7,225 Est. Cost $39.72 Unrealized
KEY KEYCORP 0.2%
Value ($000) $275 Shares 24,900 Est. Cost $6.48 Unrealized 0.0%
XLY CONSUMER DISCRETIONARY SELECT 0.2%
Value ($000) $252 Shares 4,475 Est. Cost $56.31 Unrealized
MAS MASCO CORP 0.2%
Value ($000) $221 Shares 11,325 Est. Cost $14.92 Unrealized 0.0%
C R BARD INC 0.1%
Value ($000) $217 Shares 2,000 Est. Cost $108.50 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $216 Shares 27,450 Est. Cost $4.66 Unrealized 0.0%
RF REGIONS FINANCIAL CORP 0.1%
Value ($000) $216 Shares 22,619 Est. Cost $5.80 Unrealized 0.0%
ALCOA INC 0.1%
Value ($000) $146 Shares 18,629 Est. Cost $7.84 Unrealized
CGEN COMPUGENEN LTD 0.0%
Value ($000) $54 Shares 10,000 Est. Cost $5.64 Unrealized 0.0%
NAVIDEA BIOPHARMACEUTICALS INC 0.0%
Value ($000) $48 Shares 18,000 Est. Cost $2.67 Unrealized
HUTCHINSON PORT HOLDINGS TRUST 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $0.70 Unrealized
BLUE RIVER BANCSHARES INC 0.0%
Value ($000) $0 Shares 136,009 Est. Cost Unrealized