Lynch & Associates Investment Management has filed its Form 13F-HR, disclosing equity securities held as of the close of business on September 30, 2026. The filing lists Evan J. Lynch as the associate responsible for the report.
The portfolio includes a mix of individual equities and exchange-traded funds. Among the largest individual stock positions are Apple Inc., with 16,489,335 shares; JPMorgan Chase & Co., with 17,212,420 shares; and Exxon Mobil Holdings Corp., with 19,318,936 shares. Other notable holdings include Microsoft Corp. with 51,171,545 shares, Johnson & Johnson with 22,650,975 shares, and Merck & Co. with 13,585,963 shares.
The filing also details significant positions in major exchange-traded funds. The Capital Group Core Equity ETF ETF is listed with 19,949,841 shares, followed by the Fidelity Enhanced Large Cap Value ETF with 12,443,127 shares. Other ETFs held include the iShares Core S&P 500 Index ETF with 25,048,350 shares and the SPDR Portfolio S&P 500 Value E ETF with 10,429,093 shares.
