Lynch Asset Management as of March 31, 2026
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 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.9 | $21M | 71k | 287.56 | |
| Meta Platforms Cl A (META) | 3.4 | $10M | 18k | 572.13 | |
| Apple (AAPL) | 3.4 | $10M | 40k | 253.79 | |
| Cummins (CMI) | 3.3 | $10M | 19k | 538.02 | |
| Abbvie (ABBV) | 3.3 | $9.9M | 45k | 217.49 | |
| Microsoft Corporation (MSFT) | 3.2 | $9.4M | 25k | 370.17 | |
| Goldman Sachs (GS) | 3.1 | $9.3M | 11k | 845.99 | |
| Amazon (AMZN) | 3.0 | $8.9M | 43k | 208.27 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.6 | $7.7M | 20k | 390.41 | |
| Advanced Micro Devices (AMD) | 2.4 | $7.2M | 36k | 203.43 | |
| FedEx Corporation (FDX) | 2.0 | $5.9M | 17k | 356.18 | |
| Broadcom (AVGO) | 1.9 | $5.7M | 19k | 309.51 | |
| Palo Alto Networks (PANW) | 1.9 | $5.6M | 35k | 160.32 | |
| Chevron Corporation (CVX) | 1.9 | $5.6M | 27k | 206.90 | |
| Eaton Corp SHS (ETN) | 1.6 | $4.9M | 14k | 357.67 | |
| Mastercard Incorporated Cl A (MA) | 1.6 | $4.8M | 9.6k | 499.66 | |
| Vanguard Index Fds Small Cap Etf (VB) | 1.6 | $4.8M | 18k | 261.92 | |
| UnitedHealth (UNH) | 1.5 | $4.5M | 17k | 270.59 | |
| Servicenow (NOW) | 1.5 | $4.4M | 42k | 104.55 | |
| Tesla Motors (TSLA) | 1.4 | $4.3M | 12k | 371.75 | |
| Walt Disney Company (DIS) | 1.4 | $4.0M | 42k | 96.38 | |
| Visa Com Cl A (V) | 1.3 | $4.0M | 13k | 302.24 | |
| Novo-nordisk A S Adr (NVO) | 1.3 | $4.0M | 108k | 36.75 | |
| Costco Wholesale Corporation (COST) | 1.3 | $3.8M | 3.9k | 996.43 | |
| Emerson Electric (EMR) | 1.2 | $3.6M | 28k | 131.02 | |
| Trane Technologies SHS (TT) | 1.2 | $3.5M | 8.4k | 416.74 | |
| International Business Machines (IBM) | 1.0 | $3.1M | 13k | 242.39 | |
| Home Depot (HD) | 1.0 | $3.0M | 9.3k | 328.89 | |
| Johnson & Johnson (JNJ) | 1.0 | $2.9M | 12k | 244.44 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.0 | $2.8M | 5.5k | 522.71 | |
| Qualcomm (QCOM) | 0.7 | $2.1M | 16k | 128.78 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $1.9M | 25k | 77.11 | |
| Spotify Technology S A SHS (SPOT) | 0.6 | $1.7M | 3.5k | 484.91 | |
| Cigna Corp (CI) | 0.6 | $1.7M | 6.3k | 266.75 | |
| Starbucks Corporation (SBUX) | 0.6 | $1.7M | 19k | 89.59 | |
| Chipotle Mexican Grill (CMG) | 0.5 | $1.6M | 50k | 32.01 | |
| Waste Management (WM) | 0.5 | $1.5M | 6.4k | 229.79 | |
| Merck & Co (MRK) | 0.4 | $1.2M | 10k | 120.29 | |
| Eli Lilly & Co. (LLY) | 0.3 | $1.0M | 1.1k | 919.77 | |
| Ge Vernova (GEV) | 0.1 | $437k | 500.00 | 872.90 | |
| Nike CL B (NKE) | 0.1 | $222k | 4.2k | 52.82 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $187k | 429.00 | 436.79 | |
| Wal-Mart Stores (WMT) | 0.1 | $162k | 1.3k | 124.28 | |
| Jakks Pac Com New (JAKK) | 0.1 | $151k | 7.6k | 19.92 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $125k | 639.00 | 196.20 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $66k | 110.00 | 597.55 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $65k | 225.00 | 286.86 | |
| Deere & Company (DE) | 0.0 | $56k | 100.00 | 563.30 | |
| McKesson Corporation (MCK) | 0.0 | $43k | 50.00 | 865.36 | |
| Spdr Series Trust Prtflo S&p Hi (SPYD) | 0.0 | $11k | 250.00 | 45.52 |
