Lynch Asset Management
Latest statistics and disclosures from Lynch Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GOOGL, META, AAPL, ABBV, and represent 48.92% of Lynch Asset Management's stock portfolio.
- Added to shares of these 10 stocks: NOW (+$5.1M), GEV, COST, TT, NVDA, MSFT, AAPL, MRK, LLY, JNJ.
- Started 1 new stock position in GEV.
- Reduced shares in these 10 stocks: AVB, PFE, AMD, DIS, PSX, ABBV, IBM, NKE, , DKNG.
- Sold out of its positions in AVB, DKNG, DUK, PK, PSX.
- Lynch Asset Management was a net buyer of stock by $4.7M.
- Lynch Asset Management has $318M in assets under management (AUM), dropping by 1.76%.
- Central Index Key (CIK): 0001906719
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Portfolio Holdings for Lynch Asset Management
Lynch Asset Management holds 52 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 31.6 | $101M | 539k | 186.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $22M | 71k | 313.00 |
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| Meta Platforms Cl A (META) | 3.7 | $12M | 18k | 660.09 |
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| Apple (AAPL) | 3.4 | $11M | 40k | 271.86 |
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| Abbvie (ABBV) | 3.3 | $10M | 46k | 228.49 |
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| Microsoft Corporation (MSFT) | 3.1 | $9.9M | 20k | 483.62 |
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| Amazon (AMZN) | 3.1 | $9.8M | 43k | 230.82 |
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| Goldman Sachs (GS) | 3.1 | $9.7M | 11k | 879.00 |
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| Cummins (CMI) | 3.0 | $9.5M | 19k | 510.45 |
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| Crowdstrike Hldgs Cl A (CRWD) | 2.8 | $9.0M | 19k | 468.76 |
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| Advanced Micro Devices (AMD) | 2.4 | $7.6M | 36k | 214.16 |
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| Servicenow (NOW) | 2.0 | $6.4M | +409% | 42k | 153.19 |
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| Broadcom (AVGO) | 2.0 | $6.3M | 18k | 346.10 |
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| Novo-nordisk A S Adr (NVO) | 1.7 | $5.5M | 108k | 50.88 |
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| Mastercard Incorporated Cl A (MA) | 1.7 | $5.5M | 9.6k | 570.88 |
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| Tesla Motors (TSLA) | 1.6 | $5.2M | 12k | 449.72 |
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| Palo Alto Networks (PANW) | 1.6 | $5.0M | 27k | 184.20 |
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| UnitedHealth (UNH) | 1.6 | $4.9M | 15k | 330.11 |
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| FedEx Corporation (FDX) | 1.5 | $4.9M | 17k | 288.86 |
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| Walt Disney Company (DIS) | 1.5 | $4.8M | 42k | 113.77 |
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| Vanguard Index Fds Small Cap Etf (VB) | 1.5 | $4.7M | 18k | 257.95 |
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| Visa Com Cl A (V) | 1.4 | $4.6M | 13k | 350.71 |
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| Eaton Corp SHS (ETN) | 1.3 | $4.3M | 14k | 318.51 |
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| Chevron Corporation (CVX) | 1.3 | $4.1M | 27k | 152.41 |
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| International Business Machines (IBM) | 1.2 | $3.8M | 13k | 296.21 |
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| Emerson Electric (EMR) | 1.1 | $3.6M | 28k | 132.72 |
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| Costco Wholesale Corporation (COST) | 1.0 | $3.3M | +6% | 3.9k | 862.34 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.0 | $3.3M | 5.5k | 605.01 |
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| Trane Technologies SHS (TT) | 1.0 | $3.3M | +5% | 8.4k | 389.20 |
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| Home Depot (HD) | 1.0 | $3.2M | +2% | 9.3k | 344.10 |
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| Qualcomm (QCOM) | 0.9 | $2.9M | 17k | 171.05 |
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| Cigna Corp (CI) | 0.8 | $2.7M | 9.8k | 275.23 |
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| Johnson & Johnson (JNJ) | 0.8 | $2.5M | +3% | 12k | 206.95 |
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| Spotify Technology S A SHS (SPOT) | 0.6 | $2.0M | 3.5k | 580.71 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $1.9M | 25k | 75.44 |
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| Chipotle Mexican Grill (CMG) | 0.6 | $1.9M | 50k | 37.00 |
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| Starbucks Corporation (SBUX) | 0.5 | $1.6M | 19k | 84.21 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.2M | +10% | 1.1k | 1074.68 |
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| Merck & Co (MRK) | 0.3 | $1.1M | +12% | 10k | 105.26 |
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| Pfizer (PFE) | 0.3 | $891k | -19% | 36k | 24.90 |
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| Ge Vernova (GEV) | 0.1 | $327k | NEW | 500.00 | 653.57 |
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| Citigroup Com New (C) | 0.1 | $292k | 2.5k | 116.69 |
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| Nike CL B (NKE) | 0.1 | $268k | -10% | 4.2k | 63.71 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $216k | 443.00 | 487.86 |
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| Wal-Mart Stores (WMT) | 0.0 | $145k | +62% | 1.3k | 111.41 |
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| Jakks Pac Com New (JAKK) | 0.0 | $128k | 7.6k | 16.88 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $128k | -17% | 671.00 | 190.99 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $71k | -10% | 225.00 | 313.80 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $69k | 110.00 | 627.13 |
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| Deere & Company (DE) | 0.0 | $47k | 100.00 | 465.57 |
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| McKesson Corporation (MCK) | 0.0 | $41k | 50.00 | 820.30 |
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| Spdr Series Trust Prtflo S&p Hi (SPYD) | 0.0 | $11k | 250.00 | 43.25 |
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Past Filings by Lynch Asset Management
SEC 13F filings are viewable for Lynch Asset Management going back to 2021
- Lynch Asset Management 2025 Q4 filed Jan. 23, 2026
- Lynch Asset Management 2025 Q3 filed Oct. 27, 2025
- Lynch Asset Management 2025 Q2 filed Aug. 13, 2025
- Lynch Asset Management 2025 Q1 filed April 16, 2025
- Lynch Asset Management 2024 Q4 filed Jan. 24, 2025
- Lynch Asset Management 2024 Q3 filed Oct. 24, 2024
- Lynch Asset Management 2024 Q2 filed July 22, 2024
- Lynch Asset Management 2024 Q1 filed April 30, 2024
- Lynch Asset Management 2023 Q4 filed Jan. 26, 2024
- Lynch Asset Management 2023 Q3 filed Oct. 25, 2023
- Lynch Asset Management 2023 Q2 filed July 17, 2023
- Lynch Asset Management 2023 Q1 filed April 20, 2023
- Lynch Asset Management 2022 Q4 filed Jan. 20, 2023
- Lynch Asset Management 2022 Q3 filed Oct. 20, 2022
- Lynch Asset Management 2022 Q2 filed July 21, 2022
- Lynch Asset Management 2022 Q1 filed April 29, 2022