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, CMI, and represent 48.48% of Lynch Asset Management's stock portfolio.
- Added to shares of these 10 stocks: MSFT, WM, PANW, UNH, CRWD, AVGO, ETN, META, VB, NOW.
- Started 1 new stock position in WM.
- Reduced shares in these 10 stocks: CI, PFE, C, FDX, ABBV, QCOM, DIS, SBUX, NVO, VTV.
- Sold out of its positions in C, PFE.
- Lynch Asset Management was a net buyer of stock by $3.0M.
- Lynch Asset Management has $298M in assets under management (AUM), dropping by -6.25%.
- Central Index Key (CIK): 0001906719
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Portfolio Holdings for Lynch Asset Management
Lynch Asset Management holds 51 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 31.5 | $94M | 539k | 174.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.9 | $21M | 71k | 287.56 |
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| Meta Platforms Cl A (META) | 3.4 | $10M | 18k | 572.13 |
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| Apple (AAPL) | 3.4 | $10M | 40k | 253.79 |
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| Cummins (CMI) | 3.3 | $10M | 19k | 538.02 |
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| Abbvie (ABBV) | 3.3 | $9.9M | 45k | 217.49 |
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| Microsoft Corporation (MSFT) | 3.2 | $9.4M | +24% | 25k | 370.17 |
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| Goldman Sachs (GS) | 3.1 | $9.3M | 11k | 845.99 |
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| Amazon (AMZN) | 3.0 | $8.9M | 43k | 208.27 |
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| Crowdstrike Hldgs Cl A (CRWD) | 2.6 | $7.7M | +3% | 20k | 390.41 |
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| Advanced Micro Devices (AMD) | 2.4 | $7.2M | 36k | 203.43 |
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| FedEx Corporation (FDX) | 2.0 | $5.9M | -2% | 17k | 356.18 |
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| Broadcom (AVGO) | 1.9 | $5.7M | 19k | 309.51 |
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| Palo Alto Networks (PANW) | 1.9 | $5.6M | +29% | 35k | 160.32 |
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| Chevron Corporation (CVX) | 1.9 | $5.6M | 27k | 206.90 |
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| Eaton Corp SHS (ETN) | 1.6 | $4.9M | 14k | 357.67 |
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| Mastercard Incorporated Cl A (MA) | 1.6 | $4.8M | 9.6k | 499.66 |
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| Vanguard Index Fds Small Cap Etf (VB) | 1.6 | $4.8M | 18k | 261.92 |
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| UnitedHealth (UNH) | 1.5 | $4.5M | +11% | 17k | 270.59 |
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| Servicenow (NOW) | 1.5 | $4.4M | 42k | 104.55 |
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| Tesla Motors (TSLA) | 1.4 | $4.3M | 12k | 371.75 |
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| Walt Disney Company (DIS) | 1.4 | $4.0M | 42k | 96.38 |
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| Visa Com Cl A (V) | 1.3 | $4.0M | 13k | 302.24 |
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| Novo-nordisk A S Adr (NVO) | 1.3 | $4.0M | 108k | 36.75 |
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| Costco Wholesale Corporation (COST) | 1.3 | $3.8M | 3.9k | 996.43 |
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| Emerson Electric (EMR) | 1.2 | $3.6M | 28k | 131.02 |
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| Trane Technologies SHS (TT) | 1.2 | $3.5M | 8.4k | 416.74 |
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| International Business Machines (IBM) | 1.0 | $3.1M | 13k | 242.39 |
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| Home Depot (HD) | 1.0 | $3.0M | 9.3k | 328.89 |
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| Johnson & Johnson (JNJ) | 1.0 | $2.9M | 12k | 244.44 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.0 | $2.8M | 5.5k | 522.71 |
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| Qualcomm (QCOM) | 0.7 | $2.1M | 16k | 128.78 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $1.9M | 25k | 77.11 |
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| Spotify Technology S A SHS (SPOT) | 0.6 | $1.7M | 3.5k | 484.91 |
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| Cigna Corp (CI) | 0.6 | $1.7M | -35% | 6.3k | 266.75 |
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| Starbucks Corporation (SBUX) | 0.6 | $1.7M | 19k | 89.59 |
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| Chipotle Mexican Grill (CMG) | 0.5 | $1.6M | 50k | 32.01 |
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| Waste Management (WM) | 0.5 | $1.5M | NEW | 6.4k | 229.79 |
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| Merck & Co (MRK) | 0.4 | $1.2M | 10k | 120.29 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.0M | 1.1k | 919.77 |
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| Ge Vernova (GEV) | 0.1 | $437k | 500.00 | 872.90 |
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| Nike CL B (NKE) | 0.1 | $222k | 4.2k | 52.82 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $187k | -3% | 429.00 | 436.79 |
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| Wal-Mart Stores (WMT) | 0.1 | $162k | 1.3k | 124.28 |
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| Jakks Pac Com New (JAKK) | 0.1 | $151k | 7.6k | 19.92 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $125k | -4% | 639.00 | 196.20 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $66k | 110.00 | 597.55 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $65k | 225.00 | 286.86 |
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| Deere & Company (DE) | 0.0 | $56k | 100.00 | 563.30 |
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| McKesson Corporation (MCK) | 0.0 | $43k | 50.00 | 865.36 |
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| Spdr Series Trust Prtflo S&p Hi (SPYD) | 0.0 | $11k | 250.00 | 45.52 |
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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 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
- Lynch Asset Management 2022 Q2 filed July 21, 2022