LYNCH & ASSOCIATES/IN Diversified Active

CIK: 0001108965 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 20, 2017

Total Value ($000): $253,127 (100.0% shares, 0.0% debt)

Holdings (102)

UPS UNITED PARCEL SERVICE INC 6.8%
Value ($000) $17,248 Shares 155,964 Est. Cost $55.38 Unrealized +39.6%
JNJ JOHNSON & JOHNSON 4.9%
Value ($000) $12,397 Shares 93,710 Est. Cost $62.00 Unrealized +61.9%
MSFT MICROSOFT CORP 4.2%
Value ($000) $10,535 Shares 152,836 Est. Cost $29.50 Unrealized +111.3%
XOM EXXON MOBIL CORP 3.6%
Value ($000) $9,004 Shares 111,537 Est. Cost $53.52 Unrealized +3.6%
IJH ISHARES CORE S&P MIDCAP 400 IN 3.3%
Value ($000) $8,376 Shares 48,152 Est. Cost $126.38 Unrealized
IVV ISHARES CORE S&P 500 INDEX 3.2%
Value ($000) $8,163 Shares 33,537 Est. Cost $181.99 Unrealized
PG PROCTER & GAMBLE CO 3.1%
Value ($000) $7,749 Shares 88,917 Est. Cost $57.61 Unrealized +21.8%
WFC WELLS FARGO & CO 2.6%
Value ($000) $6,482 Shares 116,982 Est. Cost $31.59 Unrealized +33.5%
INTC INTEL CORP 2.5%
Value ($000) $6,374 Shares 188,911 Est. Cost $20.78 Unrealized +42.3%
GENERAL ELEC CO 2.5%
Value ($000) $6,263 Shares 231,876 Est. Cost $24.55 Unrealized
MRK MERCK & CO INC 2.4%
Value ($000) $6,004 Shares 93,683 Est. Cost $35.82 Unrealized +29.9%
PFE PFIZER INC 2.3%
Value ($000) $5,872 Shares 174,805 Est. Cost $17.40 Unrealized +24.2%
IBM INTL BUS MACHINES CORP 2.2%
Value ($000) $5,678 Shares 36,909 Est. Cost $109.74 Unrealized -5.4%
HON HONEYWELL INTL INC 1.9%
Value ($000) $4,924 Shares 36,945 Est. Cost $55.36 Unrealized +78.4%
CVX CHEVRON CORP 1.9%
Value ($000) $4,763 Shares 45,657 Est. Cost $68.49 Unrealized +6.9%
ABBV ABBVIE INC 1.8%
Value ($000) $4,507 Shares 62,158 Est. Cost $29.64 Unrealized +58.4%
MCD MCDONALDS CORP 1.7%
Value ($000) $4,373 Shares 28,554 Est. Cost $77.87 Unrealized +51.4%
DOW CHEMICAL CO 1.7%
Value ($000) $4,368 Shares 69,255 Est. Cost $42.48 Unrealized
VECTREN CORP 1.7%
Value ($000) $4,349 Shares 74,413 Est. Cost $35.50 Unrealized
EMR EMERSON ELEC CO 1.7%
Value ($000) $4,324 Shares 72,526 Est. Cost $41.74 Unrealized +15.0%
DIS WALT DISNEY CO 1.7%
Value ($000) $4,261 Shares 40,105 Est. Cost $57.75 Unrealized +77.4%
USB U S BANCORP 1.6%
Value ($000) $4,118 Shares 79,322 Est. Cost $24.41 Unrealized +51.5%
LMT LOCKHEED MARTIN CORP 1.6%
Value ($000) $4,060 Shares 14,623 Est. Cost $115.58 Unrealized +88.9%
WMT WAL-MART STORES INC 1.6%
Value ($000) $4,002 Shares 52,879 Est. Cost $19.94 Unrealized +10.4%
KO COCA-COLA CO 1.6%
Value ($000) $3,949 Shares 88,054 Est. Cost $28.57 Unrealized +17.9%
BA BOEING CO 1.5%
Value ($000) $3,833 Shares 19,381 Est. Cost $106.21 Unrealized +64.7%
SYK STRYKER CORP 1.5%
Value ($000) $3,803 Shares 27,400 Est. Cost $59.75 Unrealized +108.8%
WALGREENS BOOTS ALLIANCE INC 1.4%
Value ($000) $3,561 Shares 45,477 Est. Cost $76.50 Unrealized
E I DU PONT DE NEMOURS & CO 1.4%
Value ($000) $3,433 Shares 42,535 Est. Cost $55.20 Unrealized
BP BP PLC 1.3%
Value ($000) $3,304 Shares 95,361 Est. Cost $36.27 Unrealized
UNITED TECHNOLOGIES CORP 1.3%
Value ($000) $3,195 Shares 26,167 Est. Cost $97.26 Unrealized
CSCO CISCO SYSTEMS INC 1.3%
Value ($000) $3,166 Shares 101,139 Est. Cost $23.77 Unrealized +5.4%
MMM 3M COMPANY 1.2%
Value ($000) $2,999 Shares 14,404 Est. Cost $68.64 Unrealized +81.6%
FSFG FIRST SVGS FINL GROUP INC 1.2%
Value ($000) $2,984 Shares 56,535 Est. Cost $6.26 Unrealized +125.4%
SYY SYSCO CORP 1.1%
Value ($000) $2,886 Shares 57,346 Est. Cost $27.73 Unrealized +53.7%
LOW LOWES COMPANIES INC 1.1%
Value ($000) $2,813 Shares 36,279 Est. Cost $36.52 Unrealized +90.9%
IJR ISHARES S&P SMALLCAP 600 INDEX 1.1%
Value ($000) $2,806 Shares 40,026 Est. Cost $89.49 Unrealized
ABT ABBOTT LABORATORIES 1.0%
Value ($000) $2,652 Shares 54,560 Est. Cost $30.77 Unrealized +26.4%
CL COLGATE-PALMOLIVE CO 0.9%
Value ($000) $2,342 Shares 31,592 Est. Cost $47.01 Unrealized +29.0%
DUK DUKE ENERGY CORP 0.9%
Value ($000) $2,307 Shares 27,602 Est. Cost $45.40 Unrealized +30.2%
T AT&T INC 0.9%
Value ($000) $2,230 Shares 59,103 Est. Cost $12.14 Unrealized +31.1%
MO ALTRIA GROUP INC 0.9%
Value ($000) $2,153 Shares 28,913 Est. Cost $19.40 Unrealized +102.5%
ITW ILLINOIS TOOL WORKS INC 0.8%
Value ($000) $2,106 Shares 14,700 Est. Cost $59.57 Unrealized +90.2%
NEXTERA ENERGY INC 0.8%
Value ($000) $2,098 Shares 14,975 Est. Cost $94.88 Unrealized
PM PHILIP MORRIS INTERNATIONAL IN 0.8%
Value ($000) $2,006 Shares 17,083 Est. Cost $50.74 Unrealized +46.4%
ACWI ISHARES MSCI ACWI INDEX 0.8%
Value ($000) $1,990 Shares 30,392 Est. Cost $60.18 Unrealized
IP INTL PAPER CO 0.7%
Value ($000) $1,863 Shares 32,905 Est. Cost $26.51 Unrealized +31.1%
TJX TJX COMPANIES INC 0.7%
Value ($000) $1,683 Shares 23,325 Est. Cost $26.69 Unrealized +25.1%
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $1,632 Shares 12,639 Est. Cost $67.95 Unrealized +41.6%
JPM J P MORGAN CHASE & CO 0.6%
Value ($000) $1,570 Shares 17,172 Est. Cost $66.38 Unrealized +3.2%
CINF CINCINNATI FINL CORP 0.5%
Value ($000) $1,205 Shares 16,632 Est. Cost $35.76 Unrealized +57.2%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,157 Shares 25,913 Est. Cost $28.74 Unrealized +2.8%
IEMG ISHARES CORE MSCI EMERGING MAR 0.4%
Value ($000) $1,011 Shares 20,210 Est. Cost $46.98 Unrealized
IEV ISHARES EUROPE 0.4%
Value ($000) $993 Shares 22,410 Est. Cost $43.03 Unrealized
ROYAL DUTCH SHELL PLC 0.4%
Value ($000) $963 Shares 18,105 Est. Cost $57.56 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $955 Shares 14,500 Est. Cost $63.39 Unrealized -11.9%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $902 Shares 16,185 Est. Cost $29.69 Unrealized +34.4%
TOTAL SA ADR 0.3%
Value ($000) $877 Shares 17,680 Est. Cost $51.54 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $813 Shares 5,300 Est. Cost $61.17 Unrealized +103.5%
RPM RPM INTERNATIONAL INC 0.3%
Value ($000) $808 Shares 14,817 Est. Cost $32.96 Unrealized +62.3%
LNT ALLIANT ENERGY CORP 0.3%
Value ($000) $775 Shares 19,300 Est. Cost $23.07 Unrealized +34.1%
FTEC FIDELITY MCSI INFORMATION TECH 0.3%
Value ($000) $711 Shares 16,644 Est. Cost $34.02 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.3%
Value ($000) $691 Shares 4,081 Est. Cost $116.76 Unrealized +42.5%
CSX CSX CORP 0.3%
Value ($000) $681 Shares 12,486 Est. Cost $7.41 Unrealized +105.7%
SO SOUTHERN CO 0.3%
Value ($000) $667 Shares 13,935 Est. Cost $28.95 Unrealized +21.2%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.2%
Value ($000) $632 Shares 11,550 Est. Cost $31.22 Unrealized
KHC KRAFT HEINZ CO 0.2%
Value ($000) $594 Shares 6,939 Est. Cost $47.82 Unrealized +27.0%
FIDU FIDELITY MSCI INDUSTRIALS INDE 0.2%
Value ($000) $587 Shares 16,875 Est. Cost $28.49 Unrealized
REYNOLDS AMERICAN INC 0.2%
Value ($000) $559 Shares 8,599 Est. Cost $49.49 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $519 Shares 6,301 Est. Cost $44.72 Unrealized +59.4%
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value ($000) $518 Shares 38,350 Est. Cost $5.49 Unrealized +62.0%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.2%
Value ($000) $518 Shares 7,600 Est. Cost $46.12 Unrealized
FHLC FIDELITY MSCI HEALTHCARE INDEX 0.2%
Value ($000) $510 Shares 13,317 Est. Cost $34.76 Unrealized
KEY KEYCORP 0.2%
Value ($000) $487 Shares 25,990 Est. Cost $7.35 Unrealized +68.8%
FNCL FIDELITY MSCI FINANCIALS INDEX 0.2%
Value ($000) $467 Shares 12,842 Est. Cost $28.68 Unrealized
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $463 Shares 17,845 Est. Cost $11.47 Unrealized +57.0%
IWM ISHARES RUSSELL 2000 INDEX 0.2%
Value ($000) $456 Shares 3,235 Est. Cost $100.31 Unrealized
COUPA SOFTWARE INC 0.2%
Value ($000) $385 Shares 13,281 Est. Cost $28.99 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.2%
Value ($000) $381 Shares 15,450 Est. Cost $19.90 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRET 0.1%
Value ($000) $376 Shares 10,583 Est. Cost $31.01 Unrealized
FENY FIDELITY MCSI ENERGY INDEX 0.1%
Value ($000) $359 Shares 19,984 Est. Cost $20.28 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES 0.1%
Value ($000) $357 Shares 10,800 Est. Cost $30.12 Unrealized
RF REGIONS FINANCIAL CORP 0.1%
Value ($000) $351 Shares 23,974 Est. Cost $6.05 Unrealized +68.0%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $347 Shares 4,988 Est. Cost $33.76 Unrealized +51.9%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $325 Shares 4,100 Est. Cost $50.49 Unrealized
NI NISOURCE INC 0.1%
Value ($000) $319 Shares 12,581 Est. Cost $17.39 Unrealized +8.5%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $307 Shares 3,800 Est. Cost $39.75 Unrealized +49.2%
MDLZ MONDELEZ INTERNATIONAL INC. 0.1%
Value ($000) $298 Shares 6,898 Est. Cost $23.90 Unrealized +53.4%
ONB OLD NATL BANCORP 0.1%
Value ($000) $259 Shares 15,030 Est. Cost $13.13 Unrealized +27.6%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $255 Shares 1 Est. Cost $199512.94 Unrealized +25.1%
XLY CONSUMER DISCRETIONARY SELECT 0.1%
Value ($000) $251 Shares 2,800 Est. Cost $57.98 Unrealized
AMZN AMAZON COM 0.1%
Value ($000) $246 Shares 254 Est. Cost $41.67 Unrealized +14.5%
META FACEBOOK INC 0.1%
Value ($000) $236 Shares 1,562 Est. Cost $132.71 Unrealized +11.3%
XLP CONSUMER STAPLES SELECT SECTOR 0.1%
Value ($000) $236 Shares 4,300 Est. Cost $41.49 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $211 Shares 1,827 Est. Cost $73.45 Unrealized +20.1%
OTTW OTTAWA BANCORP INC 0.1%
Value ($000) $193 Shares 14,000 Est. Cost $8.77 Unrealized +14.1%
PCSB FNCL CORP 0.1%
Value ($000) $171 Shares 10,000 Est. Cost $17.10 Unrealized
FCF FIRST COMMONWEALTH FINANCIAL 0.1%
Value ($000) $136 Shares 10,750 Est. Cost $6.50 Unrealized +46.7%
CGEN COMPUGEN LTD 0.0%
Value ($000) $38 Shares 10,000 Est. Cost $5.64 Unrealized -26.3%
NAVIDEA BIOPHARMACEUTICALS INC 0.0%
Value ($000) $9 Shares 18,000 Est. Cost $2.67 Unrealized
HCTPF HUTCHINSON PORT HOLDINGS TRUST 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $0.80 Unrealized
BLUE RIVER BANCSHARES INC 0.0%
Value ($000) $0 Shares 38,072 Est. Cost Unrealized