LYNCH & ASSOCIATES/IN Diversified Active

CIK: 0001108965 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 6, 2018

Total Value ($000): $261,514 (100.0% shares, 0.0% debt)

Holdings (98)

MSFT MICROSOFT CORP 5.2%
Value ($000) $13,492 Shares 147,822 Est. Cost $29.50 Unrealized +185.8%
JNJ JOHNSON & JOHNSON 4.5%
Value ($000) $11,799 Shares 92,068 Est. Cost $62.00 Unrealized +74.8%
INTC INTEL CORP 3.9%
Value ($000) $10,248 Shares 196,768 Est. Cost $21.31 Unrealized +88.0%
IVV ISHARES CORE S&P 500 INDEX 3.8%
Value ($000) $9,977 Shares 37,597 Est. Cost $190.91 Unrealized
IJH ISHARES CORE S&P MIDCAP 400 IN 3.8%
Value ($000) $9,838 Shares 52,450 Est. Cost $130.73 Unrealized
XOM EXXON MOBIL CORP 3.2%
Value ($000) $8,374 Shares 112,231 Est. Cost $53.58 Unrealized +4.0%
DOWDUPONT INC 2.9%
Value ($000) $7,702 Shares 120,893 Est. Cost $69.23 Unrealized
PG PROCTER & GAMBLE CO 2.9%
Value ($000) $7,656 Shares 96,567 Est. Cost $58.76 Unrealized +15.5%
PFE PFIZER INC 2.6%
Value ($000) $6,793 Shares 191,411 Est. Cost $17.91 Unrealized +35.3%
WFC WELLS FARGO & CO 2.5%
Value ($000) $6,467 Shares 123,387 Est. Cost $32.23 Unrealized +48.1%
IBM INTL BUS MACHINES CORP 2.5%
Value ($000) $6,454 Shares 42,066 Est. Cost $108.80 Unrealized -1.4%
BA BOEING CO 2.4%
Value ($000) $6,267 Shares 19,114 Est. Cost $107.67 Unrealized +199.9%
ABBV ABBVIE INC 2.1%
Value ($000) $5,590 Shares 59,057 Est. Cost $29.94 Unrealized +162.3%
CSCO CISCO SYSTEMS INC 2.1%
Value ($000) $5,548 Shares 129,354 Est. Cost $24.13 Unrealized +38.7%
CVX CHEVRON CORP 2.1%
Value ($000) $5,513 Shares 48,339 Est. Cost $69.01 Unrealized +23.2%
EMR EMERSON ELEC CO 2.0%
Value ($000) $5,361 Shares 78,497 Est. Cost $42.61 Unrealized +38.4%
UPS UNITED PARCEL SERVICE INC 2.0%
Value ($000) $5,265 Shares 50,303 Est. Cost $56.10 Unrealized +52.3%
LMT LOCKHEED MARTIN CORP 2.0%
Value ($000) $5,138 Shares 15,204 Est. Cost $119.80 Unrealized +129.9%
HON HONEYWELL INTL INC 1.9%
Value ($000) $5,080 Shares 35,155 Est. Cost $55.36 Unrealized +112.2%
MRK MERCK & CO INC 1.9%
Value ($000) $5,040 Shares 92,531 Est. Cost $36.16 Unrealized +16.9%
WMT WAL-MART STORES INC 1.9%
Value ($000) $4,941 Shares 55,533 Est. Cost $20.19 Unrealized +40.4%
MCD MCDONALDS CORP 1.8%
Value ($000) $4,711 Shares 30,123 Est. Cost $80.48 Unrealized +69.8%
VECTREN CORP 1.8%
Value ($000) $4,697 Shares 73,485 Est. Cost $35.50 Unrealized
BP BP PLC 1.6%
Value ($000) $4,208 Shares 103,799 Est. Cost $36.63 Unrealized
KO COCA-COLA CO 1.6%
Value ($000) $4,168 Shares 95,962 Est. Cost $29.08 Unrealized +20.6%
USB U S BANCORP 1.6%
Value ($000) $4,109 Shares 81,372 Est. Cost $24.65 Unrealized +61.9%
DIS WALT DISNEY CO 1.6%
Value ($000) $4,090 Shares 40,716 Est. Cost $58.25 Unrealized +73.3%
SYK STRYKER CORP 1.6%
Value ($000) $4,059 Shares 25,225 Est. Cost $59.75 Unrealized +147.5%
FSFG FIRST SVGS FINL GROUP INC 1.5%
Value ($000) $3,966 Shares 57,070 Est. Cost $6.26 Unrealized +190.6%
IJR ISHARES S&P SMALLCAP 600 INDEX 1.4%
Value ($000) $3,594 Shares 46,673 Est. Cost $87.60 Unrealized
SYY SYSCO CORP 1.3%
Value ($000) $3,522 Shares 58,745 Est. Cost $28.12 Unrealized +75.1%
UNITED TECHNOLOGIES CORP 1.3%
Value ($000) $3,342 Shares 26,558 Est. Cost $97.62 Unrealized
LOW LOWES COMPANIES INC 1.2%
Value ($000) $3,193 Shares 36,392 Est. Cost $37.31 Unrealized +119.5%
ABT ABBOTT LABORATORIES 1.2%
Value ($000) $3,169 Shares 52,879 Est. Cost $30.77 Unrealized +70.8%
MMM 3M COMPANY 1.2%
Value ($000) $3,159 Shares 14,389 Est. Cost $68.64 Unrealized +118.8%
WALGREENS BOOTS ALLIANCE INC 1.1%
Value ($000) $2,825 Shares 43,152 Est. Cost $76.50 Unrealized
NEXTERA ENERGY INC 0.9%
Value ($000) $2,424 Shares 14,840 Est. Cost $94.88 Unrealized
JPM J P MORGAN CHASE & CO 0.9%
Value ($000) $2,422 Shares 22,022 Est. Cost $68.30 Unrealized +33.9%
CL COLGATE-PALMOLIVE CO 0.9%
Value ($000) $2,329 Shares 32,495 Est. Cost $47.48 Unrealized +25.8%
ITW ILLINOIS TOOL WORKS INC 0.9%
Value ($000) $2,320 Shares 14,810 Est. Cost $60.18 Unrealized +127.4%
DUK DUKE ENERGY CORP 0.8%
Value ($000) $2,218 Shares 28,635 Est. Cost $46.48 Unrealized +20.6%
T AT&T INC 0.8%
Value ($000) $2,018 Shares 56,602 Est. Cost $12.36 Unrealized +27.9%
IP INTL PAPER CO 0.7%
Value ($000) $1,881 Shares 35,197 Est. Cost $27.15 Unrealized +44.4%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,831 Shares 38,287 Est. Cost $29.67 Unrealized +11.3%
MO ALTRIA GROUP INC 0.7%
Value ($000) $1,817 Shares 29,156 Est. Cost $19.92 Unrealized +83.6%
TJX TJX COMPANIES INC 0.7%
Value ($000) $1,786 Shares 21,900 Est. Cost $26.99 Unrealized +31.5%
PM PHILIP MORRIS INTERNATIONAL IN 0.6%
Value ($000) $1,648 Shares 16,576 Est. Cost $51.47 Unrealized +33.5%
GENERAL ELEC CO 0.6%
Value ($000) $1,636 Shares 121,368 Est. Cost $24.55 Unrealized
KMB KIMBERLY-CLARK CORP 0.5%
Value ($000) $1,384 Shares 12,569 Est. Cost $67.95 Unrealized +26.9%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $1,290 Shares 17,110 Est. Cost $56.16 Unrealized +4.9%
IEMG ISHARES CORE MSCI EMERGING MAR 0.5%
Value ($000) $1,255 Shares 21,485 Est. Cost $47.62 Unrealized
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $1,196 Shares 18,736 Est. Cost $57.63 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERN 0.4%
Value ($000) $1,156 Shares 18,342 Est. Cost $63.02 Unrealized
TOTAL SA ADR 0.4%
Value ($000) $1,127 Shares 19,538 Est. Cost $51.78 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOC 0.4%
Value ($000) $1,029 Shares 17,012 Est. Cost $60.49 Unrealized
GABC GERMAN AMERICAN BANCORP 0.4%
Value ($000) $968 Shares 29,023 Est. Cost $28.18 Unrealized 0.0%
HD HOME DEPOT INC 0.4%
Value ($000) $945 Shares 5,300 Est. Cost $61.17 Unrealized +153.0%
FTEC FIDELITY MCSI INFORMATION TECH 0.3%
Value ($000) $909 Shares 17,533 Est. Cost $35.68 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $892 Shares 14,098 Est. Cost $29.69 Unrealized +62.0%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.3%
Value ($000) $751 Shares 11,475 Est. Cost $31.22 Unrealized
FIDU FIDELITY MSCI INDUSTRIALS INDE 0.3%
Value ($000) $731 Shares 19,322 Est. Cost $29.75 Unrealized
LNT ALLIANT ENERGY CORP 0.3%
Value ($000) $731 Shares 17,895 Est. Cost $23.07 Unrealized +33.7%
CSX CSX CORP 0.3%
Value ($000) $696 Shares 12,486 Est. Cost $7.41 Unrealized +126.9%
ACWI ISHARES MSCI ACWI INDEX 0.3%
Value ($000) $668 Shares 9,322 Est. Cost $60.76 Unrealized
FHLC FIDELITY MSCI HEALTHCARE INDEX 0.2%
Value ($000) $635 Shares 15,945 Est. Cost $35.62 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.2%
Value ($000) $584 Shares 7,856 Est. Cost $47.04 Unrealized
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $573 Shares 18,051 Est. Cost $11.58 Unrealized +108.9%
FNCL FIDELITY MSCI FINANCIALS INDEX 0.2%
Value ($000) $563 Shares 13,927 Est. Cost $29.72 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value ($000) $549 Shares 36,325 Est. Cost $5.49 Unrealized +100.7%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $547 Shares 8,450 Est. Cost $63.26 Unrealized -11.9%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.2%
Value ($000) $515 Shares 2,581 Est. Cost $116.76 Unrealized +75.9%
AMZN AMAZON COM 0.2%
Value ($000) $514 Shares 355 Est. Cost $50.08 Unrealized +42.8%
LLY ELI LILLY & CO 0.2%
Value ($000) $488 Shares 6,301 Est. Cost $45.15 Unrealized +58.8%
FENY FIDELITY MCSI ENERGY INDEX 0.2%
Value ($000) $486 Shares 25,990 Est. Cost $20.01 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRET 0.2%
Value ($000) $482 Shares 12,111 Est. Cost $32.17 Unrealized
KEY KEYCORP 0.2%
Value ($000) $474 Shares 24,265 Est. Cost $7.56 Unrealized +93.1%
IWM ISHARES RUSSELL 2000 INDEX 0.2%
Value ($000) $460 Shares 3,027 Est. Cost $100.31 Unrealized
RF REGIONS FINANCIAL CORP 0.2%
Value ($000) $441 Shares 23,714 Est. Cost $6.49 Unrealized +114.1%
XLF FINANCIAL SELECT SECTOR SPDR 0.2%
Value ($000) $415 Shares 15,052 Est. Cost $19.90 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES 0.2%
Value ($000) $399 Shares 12,589 Est. Cost $30.57 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $351 Shares 5,113 Est. Cost $34.59 Unrealized +47.4%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $344 Shares 4,221 Est. Cost $51.38 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $312 Shares 4,000 Est. Cost $41.56 Unrealized +40.7%
NI NISOURCE INC 0.1%
Value ($000) $301 Shares 12,580 Est. Cost $17.39 Unrealized +5.2%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $299 Shares 1 Est. Cost $199512.94 Unrealized +54.5%
XLY CONSUMER DISCRETIONARY SELECT 0.1%
Value ($000) $295 Shares 2,910 Est. Cost $59.62 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC. 0.1%
Value ($000) $273 Shares 6,534 Est. Cost $23.90 Unrealized +50.0%
META FACEBOOK INC 0.1%
Value ($000) $259 Shares 1,623 Est. Cost $134.42 Unrealized +32.6%
ONB OLD NATL BANCORP 0.1%
Value ($000) $251 Shares 14,860 Est. Cost $13.13 Unrealized +34.0%
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $250 Shares 3,364 Est. Cost $35.76 Unrealized +70.2%
XLP CONSUMER STAPLES SELECT SECTOR 0.1%
Value ($000) $238 Shares 4,525 Est. Cost $42.04 Unrealized
FMAT FIDELITY MCSI MATERIALS INDEX 0.1%
Value ($000) $214 Shares 6,481 Est. Cost $34.83 Unrealized
NKE NIKE INC 0.1%
Value ($000) $202 Shares 3,035 Est. Cost $51.78 Unrealized +15.2%
FCF FIRST COMMONWEALTH FINANCIAL 0.1%
Value ($000) $185 Shares 13,100 Est. Cost $7.29 Unrealized +50.7%
OTTW OTTAWA BANCORP INC 0.1%
Value ($000) $150 Shares 10,900 Est. Cost $8.77 Unrealized +19.6%
CGEN COMPUGEN LTD 0.0%
Value ($000) $45 Shares 10,000 Est. Cost $5.64 Unrealized -40.3%
NAVIDEA BIOPHARMACEUTICALS INC 0.0%
Value ($000) $6 Shares 18,000 Est. Cost $2.67 Unrealized
BLUE RIVER BANCSHARES INC 0.0%
Value ($000) $1 Shares 38,072 Est. Cost Unrealized