Lynch Asset Management
Latest statistics and disclosures from Lynch Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GOOGL, AMD, CRWD, CMI, and represent 49.88% of Lynch Asset Management's stock portfolio.
- Added to shares of these 10 stocks: FDXF, MCK, SPOT, HD, AVGO, CMI, VXUS, ETN, VUG, IBM.
- Started 1 new stock position in FDXF.
- Reduced shares in these 8 stocks: GS, CI, QCOM, PANW, AMD, UNH, MSFT, SBUX.
- Lynch Asset Management was a net buyer of stock by $3.7M.
- Lynch Asset Management has $366M in assets under management (AUM), dropping by 22.64%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 29.5 | $108M | 539k | 200.09 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $26M | 71k | 357.37 |
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| Advanced Micro Devices (AMD) | 5.6 | $21M | 35k | 580.91 |
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| Crowdstrike Hldgs Cl A (CRWD) | 4.1 | $15M | 20k | 763.14 |
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| Cummins (CMI) | 3.7 | $14M | +2% | 19k | 713.21 |
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| Palo Alto Networks (PANW) | 3.2 | $12M | 35k | 341.02 |
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| Apple (AAPL) | 3.1 | $12M | 40k | 289.36 |
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| Abbvie (ABBV) | 3.1 | $11M | 45k | 251.64 |
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| Goldman Sachs (GS) | 2.9 | $11M | -4% | 11k | 1011.37 |
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| Amazon (AMZN) | 2.8 | $10M | 43k | 238.34 |
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| Meta Platforms Cl A (META) | 2.7 | $9.9M | 18k | 563.29 |
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| Microsoft Corporation (MSFT) | 2.6 | $9.5M | 25k | 373.02 |
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| Broadcom (AVGO) | 2.0 | $7.4M | +6% | 20k | 377.75 |
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| UnitedHealth (UNH) | 1.9 | $6.9M | 17k | 415.63 |
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| Eaton Corp SHS (ETN) | 1.6 | $6.0M | +3% | 14k | 426.12 |
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| Vanguard Index Fds Small Cap Etf (VB) | 1.5 | $5.5M | 18k | 303.12 |
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| FedEx Corporation (FDX) | 1.4 | $5.2M | 17k | 313.13 |
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| Novo-nordisk A S Adr (NVO) | 1.4 | $5.2M | 108k | 47.94 |
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| Mastercard Incorporated Cl A (MA) | 1.3 | $4.9M | 9.6k | 513.60 |
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| Tesla Motors (TSLA) | 1.3 | $4.9M | 12k | 420.60 |
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| Visa Com Cl A (V) | 1.2 | $4.5M | 13k | 343.09 |
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| Chevron Corporation (CVX) | 1.2 | $4.5M | 27k | 165.76 |
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| Servicenow (NOW) | 1.1 | $4.1M | 42k | 99.28 |
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| Trane Technologies SHS (TT) | 1.1 | $4.1M | 8.4k | 491.16 |
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| Walt Disney Company (DIS) | 1.1 | $4.0M | 42k | 96.25 |
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| Emerson Electric (EMR) | 1.1 | $3.9M | 28k | 143.15 |
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| Home Depot (HD) | 1.0 | $3.8M | +16% | 11k | 352.68 |
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| International Business Machines (IBM) | 1.0 | $3.8M | +3% | 13k | 281.21 |
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| Costco Wholesale Corporation (COST) | 1.0 | $3.6M | 3.9k | 935.47 |
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| Johnson & Johnson (JNJ) | 0.8 | $3.0M | 12k | 253.97 |
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| Qualcomm (QCOM) | 0.8 | $2.8M | -7% | 15k | 184.79 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.7 | $2.5M | 5.5k | 450.98 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $2.4M | +13% | 29k | 85.49 |
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| Spotify Technology S A SHS (SPOT) | 0.6 | $2.3M | +42% | 5.0k | 459.13 |
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| Starbucks Corporation (SBUX) | 0.5 | $1.9M | 19k | 102.19 |
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| Chipotle Mexican Grill (CMG) | 0.5 | $1.7M | 50k | 34.00 |
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| Waste Management (WM) | 0.4 | $1.5M | +7% | 6.9k | 222.88 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.4 | $1.4M | NEW | 9.4k | 151.00 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.3M | 1.1k | 1199.43 |
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| Cigna Corp (CI) | 0.4 | $1.3M | -24% | 4.8k | 275.68 |
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| Merck & Co (MRK) | 0.4 | $1.3M | 10k | 128.50 |
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| McKesson Corporation (MCK) | 0.2 | $793k | +2000% | 1.1k | 755.60 |
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| Ge Vernova (GEV) | 0.2 | $587k | 500.00 | 1174.86 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $222k | +500% | 2.6k | 86.14 |
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| Jakks Pac Com New (JAKK) | 0.0 | $177k | 7.6k | 23.28 |
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| Nike CL B (NKE) | 0.0 | $172k | 4.2k | 41.05 |
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| Wal-Mart Stores (WMT) | 0.0 | $147k | 1.3k | 113.26 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $139k | 639.00 | 217.93 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $80k | 225.00 | 353.33 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $76k | 110.00 | 686.81 |
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| Deere & Company (DE) | 0.0 | $63k | 100.00 | 634.33 |
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| Spdr Series Trust Prtflo S&p Hi (SPYD) | 0.0 | $12k | 250.00 | 47.71 |
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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 2026 Q2 filed Aug. 6, 2026
- Lynch Asset Management 2026 Q1 filed April 24, 2026
- 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