Lynch & Associates/In

Q4 2022 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Jennifer Farless - CCO
Location
Evansville
Holdings as of
December 31, 2022
Value $
$383M
Num holdings
102
Date filed
10/24/2023, 03:33 PM
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included MSFT, JNJ, IJH, PG, and XOM.
Previous filing
Q3 2022 - Oct 3, 2022
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q4 - Restatement compared to 2022 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jennifer Farless CCO Newburgh, Indiana 10/24/2023