Lynch & Associates/in
Lynch & Associates/in reported 128 stocks worth $699M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are MSFT (7.3%), IVV (3.6%) and CGGR (3.3%). Compared with Q2 2026, the fund added to CGGR, IJH and FMDE, trimmed MSFT, IVV and JNJ and sold out of VRT, FREL and SOLS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $51.2M | 7.3% | 100K | −601 (−1%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $25M | 3.6% | 33K | −180 (−1%) | 8 of 8 | |
| 3 |  CGGR Capital Group Growth | $23M | 3.3% | 485K | +412K (+559%) | 8 of 8 | |
| 4 |  IJH Ishares TR | $22.9M | 3.3% | 318K | +4,511 (+1%) | 8 of 8 | |
| 5 |  JNJ Johnson & Johnson | $22.7M | 3.2% | 86K | −1,141 (−1%) | 8 of 8 | |
| 6 |  FMDE Fidelity Enhanced Mid Cap ETF | $21.2M | 3.0% | 525K | +423K (+419%) | 8 of 8 | |
| 7 |  CGUS Capital Group Core Equity ET | $19.9M | 2.9% | 448K | +384K (+598%) | 8 of 8 | |
| 8 |  XOM Exxon Mobil Corp | $19.3M | 2.8% | 119K | −804 (−1%) | 2 of 8 | |
| 9 |  CGDV Capital Group Dividend | $18.5M | 2.6% | 379K | +315K (+486%) | 8 of 8 | |
| 10 |  WMT Walmart Inc | $17.9M | 2.6% | 172K | −3,760 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lynch & Associates/in 13F FAQ
What does Lynch & Associates/in own?
Lynch & Associates/in reported 128 stocks worth $699M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are MSFT (7.3%), IVV (3.6%) and CGGR (3.3%). The table above lists every position in the filing (the top 10 without an account).
What did Lynch & Associates/in buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 48 added to, 50 trimmed and 4 sold out. It sold all of VRT, FREL and SOLS.
When will Lynch & Associates/in file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lynch & Associates/in's portfolio worth?
The Q3 2026 filing reports $699M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.