LYNCH & ASSOCIATES/IN Diversified Active

CIK: 0001108965 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 19, 2019

Total Value ($000): $307,732 (100.0% shares, 0.0% debt)

Holdings (95)

MSFT MICROSOFT CORP 6.6%
Value ($000) $20,279 Shares 151,381 Est. Cost $34.41 Unrealized +247.4%
JNJ JOHNSON & JOHNSON 4.5%
Value ($000) $13,695 Shares 98,329 Est. Cost $65.39 Unrealized +75.5%
IVV ISHARES CORE S&P 500 INDEX 3.7%
Value ($000) $11,413 Shares 38,721 Est. Cost $194.50 Unrealized
PG PROCTER & GAMBLE CO 3.7%
Value ($000) $11,263 Shares 102,717 Est. Cost $59.64 Unrealized +51.7%
IJH ISHARES CORE S&P MIDCAP 400 IN 3.6%
Value ($000) $10,963 Shares 56,432 Est. Cost $136.67 Unrealized
INTC INTEL CORP 3.3%
Value ($000) $10,100 Shares 210,982 Est. Cost $23.20 Unrealized +85.8%
UPS UNITED PARCEL SERVICE INC 3.2%
Value ($000) $9,892 Shares 95,789 Est. Cost $69.80 Unrealized +14.8%
PFE PFIZER INC 2.8%
Value ($000) $8,769 Shares 202,433 Est. Cost $18.27 Unrealized +60.0%
XOM EXXON MOBIL CORP 2.8%
Value ($000) $8,544 Shares 111,500 Est. Cost $53.77 Unrealized +5.8%
WMT WAL-MART STORES INC 2.7%
Value ($000) $8,368 Shares 75,732 Est. Cost $22.36 Unrealized +40.0%
MRK MERCK & CO INC 2.7%
Value ($000) $8,312 Shares 99,134 Est. Cost $37.13 Unrealized +67.3%
CSCO CISCO SYSTEMS INC 2.7%
Value ($000) $8,158 Shares 149,059 Est. Cost $25.66 Unrealized +76.1%
BA BOEING CO 2.5%
Value ($000) $7,608 Shares 20,901 Est. Cost $127.38 Unrealized +180.4%
MCD MCDONALDS CORP 2.2%
Value ($000) $6,634 Shares 31,947 Est. Cost $85.47 Unrealized +98.6%
CVX CHEVRON CORP 2.1%
Value ($000) $6,582 Shares 52,896 Est. Cost $70.74 Unrealized +27.6%
IBM INTL BUS MACHINES CORP 2.1%
Value ($000) $6,322 Shares 45,844 Est. Cost $107.40 Unrealized -8.2%
ABT ABBOTT LABORATORIES 2.0%
Value ($000) $6,017 Shares 71,547 Est. Cost $38.84 Unrealized +80.8%
LMT LOCKHEED MARTIN CORP 2.0%
Value ($000) $6,003 Shares 16,512 Est. Cost $131.45 Unrealized +112.8%
HON HONEYWELL INTL INC 1.8%
Value ($000) $5,629 Shares 32,239 Est. Cost $56.55 Unrealized +145.2%
EMR EMERSON ELEC CO 1.8%
Value ($000) $5,580 Shares 83,630 Est. Cost $43.76 Unrealized +31.3%
USB U S BANCORP 1.8%
Value ($000) $5,577 Shares 106,428 Est. Cost $28.05 Unrealized +38.8%
DIS WALT DISNEY CO 1.8%
Value ($000) $5,558 Shares 39,805 Est. Cost $59.02 Unrealized +116.9%
WFC WELLS FARGO & CO 1.8%
Value ($000) $5,534 Shares 116,952 Est. Cost $33.56 Unrealized +16.5%
ABBV ABBVIE INC 1.7%
Value ($000) $5,364 Shares 73,758 Est. Cost $39.09 Unrealized +51.9%
SYK STRYKER CORP 1.7%
Value ($000) $5,321 Shares 25,885 Est. Cost $64.33 Unrealized +176.4%
KO COCA-COLA CO 1.7%
Value ($000) $5,297 Shares 104,017 Est. Cost $29.71 Unrealized +34.4%
BP BP PLC 1.6%
Value ($000) $4,829 Shares 115,815 Est. Cost $37.48 Unrealized
DOW DOW INC 1.4%
Value ($000) $4,350 Shares 88,225 Est. Cost $36.37 Unrealized 0.0%
SYY SYSCO CORP 1.4%
Value ($000) $4,303 Shares 60,842 Est. Cost $28.74 Unrealized +107.2%
JPM J P MORGAN CHASE & CO 1.3%
Value ($000) $4,142 Shares 37,051 Est. Cost $77.20 Unrealized +19.2%
IJR ISHARES S&P SMALLCAP 600 INDEX 1.3%
Value ($000) $4,104 Shares 52,427 Est. Cost $86.56 Unrealized
LOW LOWES COMPANIES INC 1.1%
Value ($000) $3,482 Shares 34,510 Est. Cost $39.38 Unrealized +137.3%
UNITED TECHNOLOGIES CORP 1.1%
Value ($000) $3,449 Shares 26,493 Est. Cost $98.52 Unrealized
FSFG FIRST SVGS FINL GROUP INC 1.1%
Value ($000) $3,254 Shares 54,237 Est. Cost $6.26 Unrealized +161.9%
NEXTERA ENERGY INC 1.1%
Value ($000) $3,247 Shares 15,850 Est. Cost $100.87 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.9%
Value ($000) $2,900 Shares 53,046 Est. Cost $73.74 Unrealized
DUK DUKE ENERGY CORP 0.9%
Value ($000) $2,855 Shares 32,354 Est. Cost $48.85 Unrealized +38.7%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $2,655 Shares 46,476 Est. Cost $30.95 Unrealized +29.3%
TJX TJX COMPANIES INC 0.8%
Value ($000) $2,516 Shares 47,580 Est. Cost $37.13 Unrealized +31.1%
ITOT ISHARES CORE S&P TOTAL US STOC 0.8%
Value ($000) $2,489 Shares 37,361 Est. Cost $62.16 Unrealized
T AT&T INC 0.8%
Value ($000) $2,432 Shares 72,588 Est. Cost $12.90 Unrealized +16.9%
MMM 3M COMPANY 0.8%
Value ($000) $2,410 Shares 13,901 Est. Cost $69.95 Unrealized +72.5%
KMB KIMBERLY-CLARK CORP 0.8%
Value ($000) $2,378 Shares 17,843 Est. Cost $73.61 Unrealized +38.8%
ITW ILLINOIS TOOL WORKS INC 0.8%
Value ($000) $2,318 Shares 15,373 Est. Cost $63.60 Unrealized +102.2%
ROYAL DUTCH SHELL PLC 0.7%
Value ($000) $2,261 Shares 34,748 Est. Cost $58.27 Unrealized
CL COLGATE-PALMOLIVE CO 0.7%
Value ($000) $2,072 Shares 28,905 Est. Cost $47.48 Unrealized +28.1%
MO ALTRIA GROUP INC 0.5%
Value ($000) $1,688 Shares 35,643 Est. Cost $22.73 Unrealized +36.1%
IP INTL PAPER CO 0.5%
Value ($000) $1,610 Shares 37,158 Est. Cost $28.19 Unrealized +11.3%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.5%
Value ($000) $1,517 Shares 7,116 Est. Cost $175.30 Unrealized +18.0%
IEMG ISHARES CORE MSCI EMERGING MAR 0.4%
Value ($000) $1,284 Shares 24,970 Est. Cost $48.16 Unrealized
TOTAL SA ADR 0.4%
Value ($000) $1,284 Shares 23,019 Est. Cost $52.71 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERN 0.4%
Value ($000) $1,232 Shares 21,011 Est. Cost $62.12 Unrealized
FTEC FIDELITY MCSI INFORMATION TECH 0.4%
Value ($000) $1,224 Shares 19,656 Est. Cost $38.75 Unrealized
PM PHILIP MORRIS INTERNATIONAL IN 0.4%
Value ($000) $1,119 Shares 14,247 Est. Cost $51.68 Unrealized +12.7%
GIS GENERAL MILLS INC 0.4%
Value ($000) $1,106 Shares 21,065 Est. Cost $36.85 Unrealized +11.9%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,068 Shares 15,810 Est. Cost $55.92 Unrealized -9.1%
CSX CSX CORP 0.3%
Value ($000) $964 Shares 12,455 Est. Cost $7.41 Unrealized +218.0%
FIDU FIDELITY MSCI INDUSTRIALS INDE 0.3%
Value ($000) $942 Shares 23,711 Est. Cost $31.34 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.3%
Value ($000) $890 Shares 11,400 Est. Cost $32.13 Unrealized
FHLC FIDELITY MSCI HEALTHCARE INDEX 0.3%
Value ($000) $854 Shares 18,973 Est. Cost $36.92 Unrealized
GABC GERMAN AMERICAN BANCORP 0.3%
Value ($000) $838 Shares 27,817 Est. Cost $28.18 Unrealized -13.1%
GENERAL ELEC CO 0.3%
Value ($000) $812 Shares 77,380 Est. Cost $24.55 Unrealized
LNT ALLIANT ENERGY CORP 0.3%
Value ($000) $795 Shares 16,195 Est. Cost $23.07 Unrealized +68.2%
AMZN AMAZON COM 0.2%
Value ($000) $756 Shares 399 Est. Cost $53.55 Unrealized +74.0%
FNCL FIDELITY MSCI FINANCIALS INDEX 0.2%
Value ($000) $730 Shares 18,212 Est. Cost $32.36 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRET 0.2%
Value ($000) $702 Shares 15,350 Est. Cost $34.76 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $692 Shares 3,325 Est. Cost $61.17 Unrealized +177.2%
LLY ELI LILLY & CO 0.2%
Value ($000) $669 Shares 6,039 Est. Cost $45.15 Unrealized +139.2%
FSTA FIDELITY MSCI CONSUMER STAPLES 0.2%
Value ($000) $634 Shares 18,228 Est. Cost $31.10 Unrealized
FENY FIDELITY MCSI ENERGY INDEX 0.2%
Value ($000) $572 Shares 33,242 Est. Cost $19.90 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $555 Shares 12,236 Est. Cost $29.69 Unrealized +21.6%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.2%
Value ($000) $540 Shares 6,975 Est. Cost $47.72 Unrealized
CVS CVS CAREMARK CORP 0.2%
Value ($000) $513 Shares 9,420 Est. Cost $43.57 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value ($000) $493 Shares 35,700 Est. Cost $5.55 Unrealized +77.3%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $465 Shares 5,280 Est. Cost $37.27 Unrealized +83.0%
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $437 Shares 15,850 Est. Cost $20.18 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $430 Shares 2,174 Est. Cost $41.86 Unrealized +11.4%
KEY KEYCORP 0.1%
Value ($000) $420 Shares 23,650 Est. Cost $7.62 Unrealized +61.0%
IWM ISHARES RUSSELL 2000 INDEX 0.1%
Value ($000) $401 Shares 2,577 Est. Cost $107.11 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $372 Shares 3,584 Est. Cost $38.77 Unrealized +108.6%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $366 Shares 3,950 Est. Cost $51.38 Unrealized
RF REGIONS FINANCIAL CORP 0.1%
Value ($000) $356 Shares 23,817 Est. Cost $6.60 Unrealized +70.1%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $340 Shares 3,875 Est. Cost $42.80 Unrealized +58.5%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $336 Shares 4,479 Est. Cost $27.24 Unrealized 0.0%
XLY CONSUMER DISCRETIONARY SELECT 0.1%
Value ($000) $322 Shares 2,700 Est. Cost $59.62 Unrealized
NI NISOURCE INC 0.1%
Value ($000) $290 Shares 10,080 Est. Cost $17.39 Unrealized +30.2%
FMAT FIDELITY MCSI MATERIALS INDEX 0.1%
Value ($000) $266 Shares 8,103 Est. Cost $34.49 Unrealized
NKE NIKE INC 0.1%
Value ($000) $266 Shares 3,163 Est. Cost $52.47 Unrealized +46.9%
ONB OLD NATL BANCORP 0.1%
Value ($000) $249 Shares 14,980 Est. Cost $13.27 Unrealized +25.8%
XLP CONSUMER STAPLES SELECT SECTOR 0.1%
Value ($000) $245 Shares 4,225 Est. Cost $42.04 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $237 Shares 1,230 Est. Cost $157.93 Unrealized +14.9%
FCOM FIDELITY MSCI TELECOMMUNICATIO 0.1%
Value ($000) $232 Shares 7,006 Est. Cost $32.02 Unrealized
HARBORONE BANCORP INC 0.1%
Value ($000) $196 Shares 10,479 Est. Cost $17.18 Unrealized
FCF FIRST COMMONWEALTH FINANCIAL 0.1%
Value ($000) $195 Shares 14,450 Est. Cost $7.60 Unrealized +36.3%
BLUE RIVER BANCSHARES INC 0.0%
Value ($000) $0 Shares 38,072 Est. Cost Unrealized