Lynch Asset Management as of June 30, 2026
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 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $26M | 71k | 357.37 | |
| Advanced Micro Devices (AMD) | 5.6 | $21M | 35k | 580.91 | |
| Crowdstrike Hldgs Cl A (CRWD) | 4.1 | $15M | 20k | 763.14 | |
| Cummins (CMI) | 3.7 | $14M | 19k | 713.21 | |
| Palo Alto Networks (PANW) | 3.2 | $12M | 35k | 341.02 | |
| Apple (AAPL) | 3.1 | $12M | 40k | 289.36 | |
| Abbvie (ABBV) | 3.1 | $11M | 45k | 251.64 | |
| Goldman Sachs (GS) | 2.9 | $11M | 11k | 1011.37 | |
| Amazon (AMZN) | 2.8 | $10M | 43k | 238.34 | |
| Meta Platforms Cl A (META) | 2.7 | $9.9M | 18k | 563.29 | |
| Microsoft Corporation (MSFT) | 2.6 | $9.5M | 25k | 373.02 | |
| Broadcom (AVGO) | 2.0 | $7.4M | 20k | 377.75 | |
| UnitedHealth (UNH) | 1.9 | $6.9M | 17k | 415.63 | |
| Eaton Corp SHS (ETN) | 1.6 | $6.0M | 14k | 426.12 | |
| Vanguard Index Fds Small Cap Etf (VB) | 1.5 | $5.5M | 18k | 303.12 | |
| FedEx Corporation (FDX) | 1.4 | $5.2M | 17k | 313.13 | |
| Novo-nordisk A S Adr (NVO) | 1.4 | $5.2M | 108k | 47.94 | |
| Mastercard Incorporated Cl A (MA) | 1.3 | $4.9M | 9.6k | 513.60 | |
| Tesla Motors (TSLA) | 1.3 | $4.9M | 12k | 420.60 | |
| Visa Com Cl A (V) | 1.2 | $4.5M | 13k | 343.09 | |
| Chevron Corporation (CVX) | 1.2 | $4.5M | 27k | 165.76 | |
| Servicenow (NOW) | 1.1 | $4.1M | 42k | 99.28 | |
| Trane Technologies SHS (TT) | 1.1 | $4.1M | 8.4k | 491.16 | |
| Walt Disney Company (DIS) | 1.1 | $4.0M | 42k | 96.25 | |
| Emerson Electric (EMR) | 1.1 | $3.9M | 28k | 143.15 | |
| Home Depot (HD) | 1.0 | $3.8M | 11k | 352.68 | |
| International Business Machines (IBM) | 1.0 | $3.8M | 13k | 281.21 | |
| Costco Wholesale Corporation (COST) | 1.0 | $3.6M | 3.9k | 935.47 | |
| Johnson & Johnson (JNJ) | 0.8 | $3.0M | 12k | 253.97 | |
| Qualcomm (QCOM) | 0.8 | $2.8M | 15k | 184.79 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.7 | $2.5M | 5.5k | 450.98 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $2.4M | 29k | 85.49 | |
| Spotify Technology S A SHS (SPOT) | 0.6 | $2.3M | 5.0k | 459.13 | |
| Starbucks Corporation (SBUX) | 0.5 | $1.9M | 19k | 102.19 | |
| Chipotle Mexican Grill (CMG) | 0.5 | $1.7M | 50k | 34.00 | |
| Waste Management (WM) | 0.4 | $1.5M | 6.9k | 222.88 | |
| Fedex Fght Hldg Common Stock (FDXF) | 0.4 | $1.4M | 9.4k | 151.00 | |
| Eli Lilly & Co. (LLY) | 0.4 | $1.3M | 1.1k | 1199.43 | |
| Cigna Corp (CI) | 0.4 | $1.3M | 4.8k | 275.68 | |
| Merck & Co (MRK) | 0.4 | $1.3M | 10k | 128.50 | |
| McKesson Corporation (MCK) | 0.2 | $793k | 1.1k | 755.60 | |
| Ge Vernova (GEV) | 0.2 | $587k | 500.00 | 1174.86 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $222k | 2.6k | 86.14 | |
| Jakks Pac Com New (JAKK) | 0.0 | $177k | 7.6k | 23.28 | |
| Nike CL B (NKE) | 0.0 | $172k | 4.2k | 41.05 | |
| Wal-Mart Stores (WMT) | 0.0 | $147k | 1.3k | 113.26 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $139k | 639.00 | 217.93 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $80k | 225.00 | 353.33 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $76k | 110.00 | 686.81 | |
| Deere & Company (DE) | 0.0 | $63k | 100.00 | 634.33 | |
| Spdr Series Trust Prtflo S&p Hi (SPYD) | 0.0 | $12k | 250.00 | 47.71 |
