Long-term investor
Lynch & Associates @lynchassociatesin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001108965).
Record
- Tracked since 2025-12-31 (261 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.3%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 6.5% · long · since 2025-12-31
- IVV · 4.3% · long · since 2025-12-31
- IJH · 4.2% · long · since 2025-12-31
- JNJ · 3.8% · long · since 2025-12-31
- WMT · 3.5% · long · since 2025-12-31
- ABBV · 3.0% · long · since 2025-12-31
- JPM · 3.0% · long · since 2025-12-31
- CSCO · 3.0% · long · since 2025-12-31
- XOM · 2.9% · long · since 2026-06-30
- AAPL · 2.5% · long · since 2025-12-31
- IBM · 2.2% · long · since 2025-12-31
- PG · 2.2% · long · since 2025-12-31