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, ABBV, MSFT, and represent 48.48% of Lynch Asset Management's stock portfolio.
- Added to shares of these 10 stocks: CRWD, ETN, LLY, PANW, AVGO, COST, NVDA, UNH, NOW, VB.
- Started 4 new stock positions in GOOG, DE, MCK, LLY.
- Reduced shares in these 10 stocks: NKE, QCOM, EMR, C, IBM, FDX, GEHC, V, META, CI.
- Sold out of its positions in XOM, GEHC, OGE, SCHF.
- Lynch Asset Management was a net buyer of stock by $1.2M.
- Lynch Asset Management has $313M in assets under management (AUM), dropping by 10.26%.
- Central Index Key (CIK): 0001906719
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Portfolio Holdings for Lynch Asset Management
Lynch Asset Management holds 56 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 32.1 | $100M | 538k | 186.58 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $17M | 71k | 243.10 |
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| Meta Platforms Cl A (META) | 4.1 | $13M | 18k | 734.38 |
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| Abbvie (ABBV) | 3.4 | $11M | 46k | 231.54 |
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| Microsoft Corporation (MSFT) | 3.3 | $10M | 20k | 517.95 |
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| Apple (AAPL) | 3.2 | $10M | 39k | 254.63 |
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| Amazon (AMZN) | 3.0 | $9.3M | 42k | 219.57 |
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| Crowdstrike Hldgs Cl A (CRWD) | 3.0 | $9.3M | +19% | 19k | 490.38 |
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| Goldman Sachs (GS) | 2.8 | $8.8M | 11k | 796.35 |
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| Cummins (CMI) | 2.5 | $7.8M | 19k | 422.37 |
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| Servicenow (NOW) | 2.4 | $7.5M | 8.2k | 920.28 |
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| Novo-nordisk A S Adr (NVO) | 1.9 | $6.0M | 109k | 55.49 |
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| Broadcom (AVGO) | 1.9 | $5.9M | +6% | 18k | 329.91 |
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| Advanced Micro Devices (AMD) | 1.9 | $5.8M | 36k | 161.79 |
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| Palo Alto Networks (PANW) | 1.7 | $5.4M | +10% | 27k | 203.62 |
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| Mastercard Incorporated Cl A (MA) | 1.7 | $5.4M | 9.5k | 568.81 |
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| Tesla Motors (TSLA) | 1.7 | $5.2M | 12k | 444.72 |
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| UnitedHealth (UNH) | 1.6 | $5.1M | +2% | 15k | 345.30 |
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| Eaton Corp SHS (ETN) | 1.6 | $4.9M | +20% | 13k | 374.25 |
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| Walt Disney Company (DIS) | 1.6 | $4.9M | 43k | 114.50 |
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| Vanguard Index Fds Small Cap Etf (VB) | 1.5 | $4.6M | 18k | 254.28 |
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| Visa Com Cl A (V) | 1.4 | $4.4M | -3% | 13k | 341.38 |
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| Chevron Corporation (CVX) | 1.3 | $4.2M | 27k | 155.29 |
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| FedEx Corporation (FDX) | 1.3 | $4.0M | -4% | 17k | 235.81 |
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| International Business Machines (IBM) | 1.2 | $3.7M | -5% | 13k | 282.16 |
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| Home Depot (HD) | 1.2 | $3.6M | 9.0k | 405.19 |
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| Emerson Electric (EMR) | 1.2 | $3.6M | -8% | 28k | 131.18 |
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| Trane Technologies SHS (TT) | 1.1 | $3.4M | 8.0k | 421.96 |
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| Costco Wholesale Corporation (COST) | 1.1 | $3.3M | +9% | 3.6k | 925.63 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.0 | $3.0M | 5.5k | 546.75 |
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| Cigna Corp (CI) | 0.9 | $2.8M | -2% | 9.8k | 288.25 |
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| Qualcomm (QCOM) | 0.9 | $2.8M | -19% | 17k | 166.36 |
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| Spotify Technology S A SHS (SPOT) | 0.8 | $2.4M | 3.5k | 698.00 |
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| Johnson & Johnson (JNJ) | 0.7 | $2.1M | +2% | 11k | 185.42 |
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| AvalonBay Communities (AVB) | 0.6 | $2.0M | 11k | 193.17 |
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| Chipotle Mexican Grill (CMG) | 0.6 | $2.0M | 50k | 39.19 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $1.8M | 25k | 73.46 |
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| Starbucks Corporation (SBUX) | 0.5 | $1.6M | 19k | 84.60 |
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| Pfizer (PFE) | 0.4 | $1.1M | -4% | 45k | 25.48 |
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| Eli Lilly & Co. (LLY) | 0.2 | $763k | NEW | 1.0k | 763.00 |
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| Merck & Co (MRK) | 0.2 | $755k | 9.0k | 83.93 |
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| Nike CL B (NKE) | 0.1 | $328k | -81% | 4.7k | 69.73 |
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| Citigroup Com New (C) | 0.1 | $254k | -50% | 2.5k | 101.50 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $213k | 443.00 | 479.61 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $153k | 818.00 | 186.49 |
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| Jakks Pac Com New (JAKK) | 0.0 | $142k | 7.6k | 18.73 |
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| Wal-Mart Stores (WMT) | 0.0 | $82k | 800.00 | 103.06 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $67k | +13% | 110.00 | 612.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $61k | NEW | 250.00 | 243.55 |
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| Phillips 66 (PSX) | 0.0 | $48k | 350.00 | 136.02 |
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| Deere & Company (DE) | 0.0 | $46k | NEW | 100.00 | 457.26 |
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| McKesson Corporation (MCK) | 0.0 | $39k | NEW | 50.00 | 772.54 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $31k | 250.00 | 123.75 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $30k | 800.00 | 37.40 |
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| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $13k | 1.2k | 11.08 |
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| Spdr Series Trust Prtflo S&p Hi (SPYD) | 0.0 | $11k | 250.00 | 44.00 |
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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 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
- Lynch Asset Management 2021 Q4 filed Feb. 2, 2022