LYNCH & ASSOCIATES/IN Diversified Active

CIK: 0001108965 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 20, 2020

Total Value ($000): $309,162 (100.0% shares, 0.0% debt)

Holdings (101)

MSFT MICROSOFT CORP 9.1%
Value ($000) $28,204 Shares 138,589 Est. Cost $34.41 Unrealized +403.0%
UPS UNITED PARCEL SERVICE INC 7.1%
Value ($000) $22,095 Shares 198,732 Est. Cost $79.94 Unrealized -0.2%
JNJ JOHNSON & JOHNSON 4.3%
Value ($000) $13,415 Shares 95,391 Est. Cost $65.39 Unrealized +90.0%
IVV ISHARES CORE S&P 500 INDEX 4.1%
Value ($000) $12,561 Shares 40,560 Est. Cost $196.64 Unrealized
INTC INTEL CORP 4.0%
Value ($000) $12,493 Shares 208,800 Est. Cost $23.20 Unrealized +129.3%
PG PROCTER & GAMBLE CO 3.9%
Value ($000) $12,150 Shares 101,612 Est. Cost $59.64 Unrealized +70.2%
IJH ISHARES CORE S&P MIDCAP 400 IN 3.2%
Value ($000) $9,844 Shares 55,357 Est. Cost $140.51 Unrealized
WMT WAL-MART STORES INC 2.9%
Value ($000) $9,051 Shares 75,561 Est. Cost $22.36 Unrealized +70.2%
MRK MERCK & CO INC 2.6%
Value ($000) $7,948 Shares 102,783 Est. Cost $38.62 Unrealized +62.8%
ABBV ABBVIE INC 2.3%
Value ($000) $7,219 Shares 73,526 Est. Cost $40.26 Unrealized +75.1%
CSCO CISCO SYSTEMS INC 2.3%
Value ($000) $7,023 Shares 150,587 Est. Cost $25.95 Unrealized +42.6%
PFE PFIZER INC 2.1%
Value ($000) $6,501 Shares 198,799 Est. Cost $18.38 Unrealized +41.4%
ABT ABBOTT LABORATORIES 2.0%
Value ($000) $6,220 Shares 68,029 Est. Cost $38.84 Unrealized +111.0%
LMT LOCKHEED MARTIN CORP 2.0%
Value ($000) $6,144 Shares 16,836 Est. Cost $137.27 Unrealized +135.8%
IBM INTL BUS MACHINES CORP 1.9%
Value ($000) $5,917 Shares 48,990 Est. Cost $106.34 Unrealized -14.0%
MCD MCDONALDS CORP 1.9%
Value ($000) $5,893 Shares 31,943 Est. Cost $86.71 Unrealized +85.7%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $5,830 Shares 130,373 Est. Cost $50.46 Unrealized -31.0%
EMR EMERSON ELEC CO 1.7%
Value ($000) $5,303 Shares 85,494 Est. Cost $44.08 Unrealized +14.1%
DIS WALT DISNEY CO 1.6%
Value ($000) $4,826 Shares 43,278 Est. Cost $65.98 Unrealized +63.5%
KO COCA-COLA CO 1.5%
Value ($000) $4,662 Shares 104,350 Est. Cost $29.71 Unrealized +30.3%
HON HONEYWELL INTL INC 1.5%
Value ($000) $4,573 Shares 31,629 Est. Cost $56.55 Unrealized +108.4%
LOW LOWES COMPANIES INC 1.4%
Value ($000) $4,428 Shares 32,770 Est. Cost $39.38 Unrealized +162.4%
JPM J P MORGAN CHASE & CO 1.4%
Value ($000) $4,303 Shares 45,750 Est. Cost $80.70 Unrealized +1.3%
SYK STRYKER CORP 1.3%
Value ($000) $4,134 Shares 22,940 Est. Cost $64.33 Unrealized +170.0%
BA BOEING CO 1.3%
Value ($000) $4,103 Shares 22,385 Est. Cost $139.10 Unrealized +10.5%
DOW DOW INC 1.3%
Value ($000) $3,943 Shares 96,740 Est. Cost $36.02 Unrealized -25.5%
NEXTERA ENERGY INC 1.2%
Value ($000) $3,761 Shares 15,660 Est. Cost $100.87 Unrealized
SYY SYSCO CORP 1.1%
Value ($000) $3,529 Shares 64,571 Est. Cost $29.95 Unrealized +50.9%
WFC WELLS FARGO & CO 1.1%
Value ($000) $3,454 Shares 134,909 Est. Cost $34.79 Unrealized -31.1%
MMM 3M COMPANY 1.1%
Value ($000) $3,410 Shares 21,858 Est. Cost $84.58 Unrealized +21.1%
IJR ISHARES S&P SMALLCAP 600 INDEX 1.1%
Value ($000) $3,393 Shares 49,691 Est. Cost $86.22 Unrealized
CVX CHEVRON CORP 1.0%
Value ($000) $3,212 Shares 35,992 Est. Cost $70.95 Unrealized -1.6%
ITOT ISHARES CORE S&P TOTAL US STOC 1.0%
Value ($000) $3,104 Shares 44,695 Est. Cost $62.19 Unrealized
USB U S BANCORP 0.9%
Value ($000) $2,868 Shares 77,905 Est. Cost $28.00 Unrealized -0.5%
ITW ILLINOIS TOOL WORKS INC 0.9%
Value ($000) $2,788 Shares 15,945 Est. Cost $66.49 Unrealized +114.9%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $2,780 Shares 50,435 Est. Cost $31.89 Unrealized +27.8%
DUK DUKE ENERGY CORP 0.8%
Value ($000) $2,622 Shares 32,820 Est. Cost $49.40 Unrealized +36.9%
KMB KIMBERLY-CLARK CORP 0.8%
Value ($000) $2,562 Shares 18,128 Est. Cost $73.61 Unrealized +53.1%
T AT&T INC 0.8%
Value ($000) $2,470 Shares 81,715 Est. Cost $13.43 Unrealized +15.4%
TJX TJX COMPANIES INC 0.8%
Value ($000) $2,361 Shares 46,695 Est. Cost $37.13 Unrealized +25.6%
FSFG FIRST SVGS FINL GROUP INC 0.8%
Value ($000) $2,335 Shares 53,900 Est. Cost $6.26 Unrealized +98.3%
WALGREENS BOOTS ALLIANCE INC 0.7%
Value ($000) $2,148 Shares 50,661 Est. Cost $73.47 Unrealized
CL COLGATE-PALMOLIVE CO 0.7%
Value ($000) $2,109 Shares 28,794 Est. Cost $47.69 Unrealized +30.8%
GIS GENERAL MILLS INC 0.7%
Value ($000) $2,099 Shares 34,052 Est. Cost $39.43 Unrealized +26.5%
BP BP PLC 0.6%
Value ($000) $1,889 Shares 81,008 Est. Cost $37.48 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.6%
Value ($000) $1,813 Shares 10,154 Est. Cost $184.92 Unrealized -1.2%
AAPL APPLE INC 0.6%
Value ($000) $1,809 Shares 4,960 Est. Cost $62.98 Unrealized +19.2%
RTX RAYTHEON TECHNOLOGIES 0.6%
Value ($000) $1,732 Shares 28,107 Est. Cost $54.61 Unrealized 0.0%
TOTAL SA ADR 0.5%
Value ($000) $1,577 Shares 41,011 Est. Cost $46.37 Unrealized
FTEC FIDELITY MCSI INFORMATION TECH 0.5%
Value ($000) $1,538 Shares 18,703 Est. Cost $39.27 Unrealized
IP INTL PAPER CO 0.4%
Value ($000) $1,385 Shares 39,337 Est. Cost $28.48 Unrealized -12.9%
IXUS ISHARES CORE MSCI TOTAL INTERN 0.4%
Value ($000) $1,326 Shares 24,313 Est. Cost $61.27 Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $1,298 Shares 16,865 Est. Cost $55.77 Unrealized +10.2%
MO ALTRIA GROUP INC 0.4%
Value ($000) $1,286 Shares 32,759 Est. Cost $22.85 Unrealized +9.2%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.4%
Value ($000) $1,183 Shares 11,325 Est. Cost $32.13 Unrealized
CVS CVS CAREMARK CORP 0.3%
Value ($000) $1,046 Shares 16,096 Est. Cost $47.16 Unrealized +11.5%
PM PHILIP MORRIS INTERNATIONAL IN 0.3%
Value ($000) $1,039 Shares 14,828 Est. Cost $52.10 Unrealized +5.2%
FHLC FIDELITY MSCI HEALTHCARE INDEX 0.3%
Value ($000) $1,013 Shares 20,348 Est. Cost $38.20 Unrealized
DISCOVER FINL SVCS 0.3%
Value ($000) $979 Shares 19,549 Est. Cost $50.08 Unrealized
AMZN AMAZON COM 0.3%
Value ($000) $941 Shares 341 Est. Cost $53.99 Unrealized +123.7%
FIDU FIDELITY MSCI INDUSTRIALS INDE 0.3%
Value ($000) $931 Shares 25,936 Est. Cost $32.21 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $904 Shares 5,507 Est. Cost $45.15 Unrealized +218.7%
CSX CSX CORP 0.3%
Value ($000) $869 Shares 12,462 Est. Cost $7.41 Unrealized +176.9%
GABC GERMAN AMERICAN BANCORP 0.3%
Value ($000) $803 Shares 25,817 Est. Cost $28.18 Unrealized -12.9%
LNT ALLIANT ENERGY CORP 0.2%
Value ($000) $771 Shares 16,111 Est. Cost $23.07 Unrealized +76.5%
FDIS FIDELITY MSCI CONSUMER DISCRET 0.2%
Value ($000) $742 Shares 14,252 Est. Cost $35.26 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.2%
Value ($000) $729 Shares 13,594 Est. Cost $43.16 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $714 Shares 2,850 Est. Cost $65.13 Unrealized +206.6%
FNCL FIDELITY MSCI FINANCIALS INDEX 0.2%
Value ($000) $686 Shares 20,709 Est. Cost $33.59 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES 0.2%
Value ($000) $667 Shares 19,121 Est. Cost $31.56 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $610 Shares 10,376 Est. Cost $29.69 Unrealized +61.4%
MDY SPDR S&P MID CAP 400 ETF 0.2%
Value ($000) $591 Shares 1,822 Est. Cost $262.90 Unrealized
META FACEBOOK INC 0.2%
Value ($000) $507 Shares 2,232 Est. Cost $174.39 Unrealized +18.9%
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $492 Shares 15,046 Est. Cost $54.95 Unrealized
FCOM FIDELITY MSCI TELECOMMUNICATIO 0.2%
Value ($000) $490 Shares 13,863 Est. Cost $32.97 Unrealized
GENERAL ELEC CO 0.1%
Value ($000) $458 Shares 67,116 Est. Cost $24.27 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.1%
Value ($000) $457 Shares 6,650 Est. Cost $47.72 Unrealized
IWM ISHARES RUSSELL 2000 INDEX 0.1%
Value ($000) $417 Shares 2,911 Est. Cost $107.95 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $410 Shares 5,144 Est. Cost $37.27 Unrealized +78.8%
FENY FIDELITY MCSI ENERGY INDEX 0.1%
Value ($000) $393 Shares 39,553 Est. Cost $18.46 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $392 Shares 3,915 Est. Cost $51.38 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $375 Shares 5,858 Est. Cost $59.84 Unrealized -4.7%
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $367 Shares 15,850 Est. Cost $20.18 Unrealized
KEY KEYCORP 0.1%
Value ($000) $357 Shares 29,350 Est. Cost $7.96 Unrealized +10.7%
XLY CONSUMER DISCRETIONARY SELECT 0.1%
Value ($000) $345 Shares 2,700 Est. Cost $59.62 Unrealized
NKE NIKE INC 0.1%
Value ($000) $310 Shares 3,163 Est. Cost $52.47 Unrealized +62.9%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $306 Shares 33,900 Est. Cost $5.55 Unrealized +22.8%
SPDR S&P 600 SMALL CAP 0.1%
Value ($000) $295 Shares 5,000 Est. Cost $48.40 Unrealized
RF REGIONS FINANCIAL CORP 0.1%
Value ($000) $280 Shares 25,149 Est. Cost $6.83 Unrealized +23.6%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $257 Shares 3,575 Est. Cost $42.80 Unrealized +46.3%
XLP CONSUMER STAPLES SELECT SECTOR 0.1%
Value ($000) $248 Shares 4,225 Est. Cost $42.04 Unrealized
FMAT FIDELITY MCSI MATERIALS INDEX 0.1%
Value ($000) $229 Shares 7,423 Est. Cost $30.85 Unrealized
NI NISOURCE INC 0.1%
Value ($000) $229 Shares 10,080 Est. Cost $17.39 Unrealized +14.7%
FUTY FIDELITY MSCI UTILITIES INDEX 0.1%
Value ($000) $209 Shares 5,742 Est. Cost $41.46 Unrealized
THE PROVIDENT BANCORP 0.1%
Value ($000) $179 Shares 22,750 Est. Cost $12.45 Unrealized
ONB OLD NATL BANCORP 0.1%
Value ($000) $163 Shares 11,857 Est. Cost $13.27 Unrealized +1.6%
FCF FIRST COMMONWEALTH FINANCIAL 0.0%
Value ($000) $113 Shares 13,700 Est. Cost $7.66 Unrealized -10.7%
HARBORONE BANCORP INC 0.0%
Value ($000) $106 Shares 12,454 Est. Cost $9.51 Unrealized
ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $66 Shares 10,000 Est. Cost $6.60 Unrealized
AGENUS INC 0.0%
Value ($000) $53 Shares 13,600 Est. Cost $2.43 Unrealized
BLUE RIVER BANCSHARES INC 0.0%
Value ($000) $0 Shares 38,072 Est. Cost Unrealized