LYNCH & ASSOCIATES/IN Diversified Active

CIK: 0001108965 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 15, 2014

Total Value ($000): $175,136 (100.0% shares, 0.0% debt)

Holdings (91)

UPS UNITED PARCEL SERVICE INC 8.8%
Value ($000) $15,461 Shares 150,607 Est. Cost $55.38 Unrealized +20.2%
XOM EXXON MOBIL CORP 5.1%
Value ($000) $8,970 Shares 89,090 Est. Cost $53.69 Unrealized +15.2%
JNJ JOHNSON & JOHNSON 4.9%
Value ($000) $8,641 Shares 82,597 Est. Cost $59.72 Unrealized +22.5%
GENERAL ELEC CO 3.3%
Value ($000) $5,826 Shares 221,699 Est. Cost $23.32 Unrealized
MSFT MICROSOFT CORP 3.1%
Value ($000) $5,469 Shares 131,142 Est. Cost $26.99 Unrealized +25.8%
IJH ISHARES CORE S&P MIDCAP 400 IN 3.1%
Value ($000) $5,377 Shares 37,583 Est. Cost $117.77 Unrealized
PG PROCTER & GAMBLE CO 2.7%
Value ($000) $4,733 Shares 60,227 Est. Cost $55.18 Unrealized +5.6%
IBM INTL BUS MACHINES CORP 2.7%
Value ($000) $4,706 Shares 25,962 Est. Cost $118.94 Unrealized -5.6%
IVV ISHARES CORE S&P 500 INDEX 2.5%
Value ($000) $4,436 Shares 22,517 Est. Cost $163.50 Unrealized
WFC WELLS FARGO & CO 2.5%
Value ($000) $4,293 Shares 81,684 Est. Cost $28.17 Unrealized +28.9%
PFE PFIZER INC 2.4%
Value ($000) $4,144 Shares 139,622 Est. Cost $16.55 Unrealized +6.1%
INTC INTEL CORP 2.2%
Value ($000) $3,939 Shares 127,481 Est. Cost $17.57 Unrealized +17.7%
DIS WALT DISNEY CO 2.1%
Value ($000) $3,648 Shares 42,550 Est. Cost $56.11 Unrealized +30.9%
WALGREEN CO 1.9%
Value ($000) $3,405 Shares 45,929 Est. Cost $44.43 Unrealized
VECTREN CORP 1.9%
Value ($000) $3,329 Shares 78,338 Est. Cost $33.84 Unrealized
KO COCA-COLA CO 1.9%
Value ($000) $3,323 Shares 78,449 Est. Cost $27.82 Unrealized +1.0%
HON HONEYWELL INTL INC 1.9%
Value ($000) $3,321 Shares 35,725 Est. Cost $53.13 Unrealized +23.7%
CVX CHEVRON CORP 1.8%
Value ($000) $3,185 Shares 24,398 Est. Cost $71.42 Unrealized +6.3%
ABBV ABBVIE INC 1.8%
Value ($000) $3,090 Shares 54,747 Est. Cost $26.77 Unrealized +23.2%
WMT WAL-MART STORES INC 1.7%
Value ($000) $3,053 Shares 40,665 Est. Cost $20.00 Unrealized +2.6%
MRK MERCK & CO INC 1.7%
Value ($000) $3,036 Shares 52,481 Est. Cost $30.54 Unrealized +24.3%
E I DU PONT DE NEMOURS & CO 1.7%
Value ($000) $3,030 Shares 46,301 Est. Cost $53.23 Unrealized
EMR EMERSON ELEC CO 1.7%
Value ($000) $3,021 Shares 45,530 Est. Cost $40.97 Unrealized +19.9%
USB U S BANCORP 1.6%
Value ($000) $2,770 Shares 63,947 Est. Cost $22.70 Unrealized +23.0%
COP CONOCOPHILLIPS 1.5%
Value ($000) $2,565 Shares 29,923 Est. Cost $40.55 Unrealized +31.6%
UNITED TECHNOLOGIES CORP 1.3%
Value ($000) $2,345 Shares 20,314 Est. Cost $94.01 Unrealized
SYK STRYKER CORP 1.2%
Value ($000) $2,171 Shares 25,750 Est. Cost $57.08 Unrealized +24.6%
DOW CHEMICAL CO 1.2%
Value ($000) $2,084 Shares 40,500 Est. Cost $35.56 Unrealized
DUK DUKE ENERGY CORP 1.2%
Value ($000) $2,039 Shares 27,479 Est. Cost $42.02 Unrealized +5.9%
ABT ABBOTT LABORATORIES 1.1%
Value ($000) $1,909 Shares 46,679 Est. Cost $28.90 Unrealized +8.9%
MMM 3M COMPANY 1.1%
Value ($000) $1,900 Shares 13,266 Est. Cost $61.91 Unrealized +30.9%
EFA ISHARES MSCI EAFE INDEX 1.1%
Value ($000) $1,880 Shares 27,502 Est. Cost $63.27 Unrealized
CINF CINCINNATI FINL CORP 1.1%
Value ($000) $1,842 Shares 38,338 Est. Cost $33.14 Unrealized +4.9%
IWM ISHARES RUSSELL 2000 INDEX 1.0%
Value ($000) $1,749 Shares 14,724 Est. Cost $98.88 Unrealized
CL COLGATE-PALMOLIVE CO 1.0%
Value ($000) $1,738 Shares 25,493 Est. Cost $44.49 Unrealized +15.1%
LOW LOWES COMPANIES INC 1.0%
Value ($000) $1,721 Shares 35,856 Est. Cost $32.47 Unrealized +16.6%
RPM RPM INTERNATIONAL INC 0.9%
Value ($000) $1,650 Shares 35,722 Est. Cost $32.47 Unrealized +33.4%
FITB FIFTH THIRD BANCORP 0.8%
Value ($000) $1,405 Shares 65,816 Est. Cost $11.47 Unrealized +24.5%
SYY SYSCO CORP 0.8%
Value ($000) $1,382 Shares 36,909 Est. Cost $24.49 Unrealized +9.9%
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $1,371 Shares 8,528 Est. Cost $79.32 Unrealized +49.2%
KMB KIMBERLY-CLARK CORP 0.7%
Value ($000) $1,307 Shares 11,747 Est. Cost $63.63 Unrealized +12.8%
T AT&T INC 0.7%
Value ($000) $1,305 Shares 36,904 Est. Cost $11.38 Unrealized +3.5%
ROYAL DUTCH SHELL PLC 0.7%
Value ($000) $1,301 Shares 15,791 Est. Cost $64.88 Unrealized
CSX CSX CORP 0.7%
Value ($000) $1,283 Shares 41,655 Est. Cost $6.97 Unrealized +16.3%
MCD MCDONALDS CORP 0.7%
Value ($000) $1,277 Shares 12,678 Est. Cost $71.88 Unrealized +4.1%
PM PHILIP MORRIS INTERNATIONAL IN 0.7%
Value ($000) $1,268 Shares 15,039 Est. Cost $49.74 Unrealized -3.0%
NEXTERA ENERGY INC 0.7%
Value ($000) $1,143 Shares 11,154 Est. Cost $83.79 Unrealized
BA BOEING CO 0.6%
Value ($000) $1,032 Shares 8,110 Est. Cost $82.34 Unrealized +36.7%
NI NISOURCE INC 0.6%
Value ($000) $1,021 Shares 25,958 Est. Cost $7.81 Unrealized +28.8%
MO ALTRIA GROUP INC 0.6%
Value ($000) $987 Shares 23,545 Est. Cost $16.28 Unrealized +17.9%
ITW ILLINOIS TOOL WORKS INC 0.5%
Value ($000) $906 Shares 10,350 Est. Cost $51.58 Unrealized +26.8%
HEWLETT-PACKARD CO 0.5%
Value ($000) $883 Shares 26,225 Est. Cost $29.04 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $851 Shares 17,553 Est. Cost $29.29 Unrealized +14.4%
KRAFT FOODS GROUP INC 0.5%
Value ($000) $843 Shares 14,060 Est. Cost $56.95 Unrealized
BP BP PLC 0.5%
Value ($000) $807 Shares 15,294 Est. Cost $46.66 Unrealized
FSFG FIRST SVGS FINL GROUP INC 0.5%
Value ($000) $798 Shares 33,000 Est. Cost $5.86 Unrealized +8.9%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.4%
Value ($000) $701 Shares 18,289 Est. Cost $31.22 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $671 Shares 5,692 Est. Cost $65.15 Unrealized +14.9%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.4%
Value ($000) $670 Shares 12,386 Est. Cost $45.15 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.4%
Value ($000) $668 Shares 11,970 Est. Cost $30.49 Unrealized +14.4%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $657 Shares 13,434 Est. Cost $26.87 Unrealized -0.3%
LLY ELI LILLY & CO 0.4%
Value ($000) $650 Shares 10,459 Est. Cost $44.30 Unrealized +8.4%
ONB OLD NATL BANCORP 0.4%
Value ($000) $646 Shares 45,217 Est. Cost $13.13 Unrealized +7.0%
LNT ALLIANT ENERGY CORP 0.4%
Value ($000) $638 Shares 10,490 Est. Cost $16.91 Unrealized +18.2%
XLF FINANCIAL SELECT SECTOR SPDR 0.4%
Value ($000) $623 Shares 27,405 Est. Cost $19.68 Unrealized
ED CONSOLIDATED EDISON INC 0.3%
Value ($000) $546 Shares 9,455 Est. Cost $37.43 Unrealized -2.7%
WISCONSIN ENERGY CORP 0.3%
Value ($000) $538 Shares 11,465 Est. Cost $46.58 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.3%
Value ($000) $533 Shares 5,325 Est. Cost $80.37 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $515 Shares 11,355 Est. Cost $26.76 Unrealized +0.8%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.3%
Value ($000) $487 Shares 3,846 Est. Cost $110.02 Unrealized +15.0%
XLV HEALTH CARE SELECT SECTOR SPDR 0.3%
Value ($000) $456 Shares 7,496 Est. Cost $49.38 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC. 0.2%
Value ($000) $413 Shares 10,993 Est. Cost $23.70 Unrealized +19.4%
XLY CONSUMER DISCRETIONARY SELECT 0.2%
Value ($000) $387 Shares 5,794 Est. Cost $57.98 Unrealized
TOTAL SA ADR 0.2%
Value ($000) $387 Shares 5,363 Est. Cost $58.13 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR 0.2%
Value ($000) $384 Shares 8,600 Est. Cost $40.01 Unrealized
KEY KEYCORP 0.2%
Value ($000) $360 Shares 25,100 Est. Cost $6.50 Unrealized +36.5%
ALCOA INC 0.2%
Value ($000) $340 Shares 22,835 Est. Cost $8.73 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value ($000) $331 Shares 34,700 Est. Cost $4.87 Unrealized +23.4%
AVA AVISTA CORP 0.2%
Value ($000) $330 Shares 9,850 Est. Cost $18.02 Unrealized +9.8%
TECO ENERGY INC 0.2%
Value ($000) $329 Shares 17,822 Est. Cost $17.21 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $324 Shares 4,000 Est. Cost $56.05 Unrealized +7.2%
RF REGIONS FINANCIAL CORP 0.2%
Value ($000) $291 Shares 27,414 Est. Cost $6.02 Unrealized +16.7%
C R BARD INC 0.2%
Value ($000) $286 Shares 2,000 Est. Cost $108.50 Unrealized
REYNOLDS AMERICAN INC 0.1%
Value ($000) $233 Shares 3,866 Est. Cost $53.45 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.1%
Value ($000) $229 Shares 4,615 Est. Cost $46.36 Unrealized
VTI VANGUARD TOTAL STOCK MARKET IN 0.1%
Value ($000) $214 Shares 2,100 Est. Cost $82.57 Unrealized
FS INVESTMENT CORPORATION 0.1%
Value ($000) $205 Shares 19,231 Est. Cost $10.66 Unrealized
CGEN COMPUGENEN LTD 0.1%
Value ($000) $90 Shares 10,000 Est. Cost $5.64 Unrealized +59.4%
NAVIDEA BIOPHARMACEUTICALS INC 0.0%
Value ($000) $27 Shares 18,000 Est. Cost $2.67 Unrealized
HCTPF HUTCHINSON PORT HOLDINGS TRUST 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $0.80 Unrealized
BLUE RIVER BANCSHARES INC 0.0%
Value ($000) $1 Shares 124,708 Est. Cost Unrealized