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Lynch Asset Management, Inc. Top Holdings and 13F Report (2025)

About Lynch Asset Management, Inc.

Investment Activity

  • Lynch Asset Management, Inc. has $283.47 million in total holdings as of June 30, 2025.
  • Lynch Asset Management, Inc. owns shares of 56 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
  • Approximately 7.43% of the portfolio was purchased this quarter.
  • About 1.17% of the portfolio was sold this quarter.
  • This quarter, Lynch Asset Management, Inc. has purchased 44 new stocks and bought additional shares in 19 stocks.
  • Lynch Asset Management, Inc. sold shares of 2 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

NVIDIA
$84,856,429
Meta Platforms
$13,045,741
Alphabet
$12,512,330
Microsoft
$9,960,635
Amazon.com
$9,247,289

Largest New Holdings this Quarter

11135F101 - Broadcom
$4,658,485 Holding
G29183103 - Eaton
$3,926,890 Holding
922908736 - Vanguard Growth ETF
$194,211 Holding
47012E403 - JAKKS Pacific
$157,928 Holding
922908744 - Vanguard Value ETF
$144,573 Holding

Largest Purchases this Quarter

Broadcom
16,900 shares (about $4.66M)
Eaton
11,000 shares (about $3.93M)
Trane Technologies
7,000 shares (about $3.06M)
Tesla
5,000 shares (about $1.59M)
Home Depot
4,000 shares (about $1.47M)

Largest Sales this Quarter

NIKE
9,000 shares (about $639.36K)
Vanguard Total International Stock ETF
2,500 shares (about $172.73K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLynch Asset Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$84,856,429$118,493 0.1%537,10029.9%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$13,045,7410.0%17,6754.6%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$12,512,3300.0%71,0004.4%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$9,960,635$1,019,690 11.4%20,0253.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,247,2890.0%42,1503.3%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$8,510,6770.0%45,8503.0%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$8,301,7460.0%8,0752.9%Computer and Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$8,072,564$190,991 2.4%15,8502.8%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$8,027,276$82,068 1.0%39,1252.8%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$7,820,6380.0%11,0502.8%Finance
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$7,502,474$41,412 0.6%108,7002.6%Medical
Cummins Inc. stock logo
CMI
Cummins
$6,042,375$229,250 3.9%18,4502.1%Auto/Tires/Trucks
Mastercard Incorporated stock logo
MA
Mastercard
$5,296,285$1,404,850 36.1%9,4251.9%Business Services
The Walt Disney Company stock logo
DIS
Walt Disney
$5,292,127$18,602 0.4%42,6751.9%Consumer Discretionary
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$5,165,160$99,330 2.0%36,4001.8%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$4,931,824$184,176 3.9%24,1001.7%Computer and Technology
Visa Inc. stock logo
V
Visa
$4,722,1650.0%13,3001.7%Business Services
Broadcom Inc. stock logo
AVGO
Broadcom
$4,658,485$4,658,485 New Holding16,9001.6%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$4,523,565$951,509 26.6%14,5001.6%Medical
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$4,226,538$177,735 4.4%17,8351.5%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$4,067,9640.0%13,8001.4%Computer and Technology
FedEx Corporation stock logo
FDX
FedEx
$4,012,022$45,462 1.1%17,6501.4%Transportation
Emerson Electric Co. stock logo
EMR
Emerson Electric
$3,999,9000.0%30,0001.4%Industrials
Eaton Corporation, PLC stock logo
ETN
Eaton
$3,926,890$3,926,890 New Holding11,0001.4%Industrials
Chevron Corporation stock logo
CVX
Chevron
$3,880,4490.0%27,1001.4%Energy
Tesla, Inc. stock logo
TSLA
Tesla
$3,653,090$1,588,300 76.9%11,5001.3%Auto/Tires/Trucks
Trane Technologies plc stock logo
TT
Trane Technologies
$3,499,280$3,061,870 700.0%8,0001.2%Construction
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$3,328,5340.0%20,9001.2%Computer and Technology
Cigna Group stock logo
CI
Cigna Group
$3,305,8000.0%10,0001.2%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$3,299,760$1,466,560 80.0%9,0001.2%Retail/Wholesale
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$3,266,802$890,946 37.5%3,3001.2%Retail/Wholesale
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$2,807,5000.0%50,0001.0%Retail/Wholesale
Spotify Technology stock logo
SPOT
Spotify Technology
$2,685,6900.0%3,5000.9%Computer and Technology
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$2,549,6190.0%5,4500.9%Retail/Wholesale
AvalonBay Communities, Inc. stock logo
AVB
AvalonBay Communities
$2,136,7500.0%10,5000.8%Finance
NIKE, Inc. stock logo
NKE
NIKE
$1,836,384$639,360 -25.8%25,8500.6%Consumer Discretionary
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,737,614$172,725 -9.0%25,1500.6%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$1,727,2260.0%18,8500.6%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,703,163$15,275 0.9%11,1500.6%Medical
Pfizer Inc. stock logo
PFE
Pfizer
$1,132,0080.0%46,7000.4%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$712,440$15,832 2.3%9,0000.3%Medical
Citigroup Inc. stock logo
C
Citigroup
$425,6000.0%5,0000.2%Financial Services
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$194,211$194,211 New Holding4430.1%ETF
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$185,1750.0%2,5000.1%Medical
JAKKS Pacific, Inc. stock logo
JAKK
JAKKS Pacific
$157,928$157,928 New Holding7,6000.1%Consumer Discretionary
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$144,573$144,573 New Holding8180.1%ETF
Walmart Inc. stock logo
WMT
Walmart
$78,224$78,224 New Holding8000.0%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$55,099$55,099 New Holding970.0%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$44,288$44,288 New Holding2,0040.0%ETF
Phillips 66 stock logo
PSX
Phillips 66
$41,755$41,755 New Holding3500.0%Energy
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$37,730$37,730 New Holding3500.0%Energy
OGE Energy Corporation stock logo
OGE
OGE Energy
$35,504$35,504 New Holding8000.0%Utilities
DraftKings Inc. stock logo
DKNG
DraftKings
$34,312$34,312 New Holding8000.0%Consumer Discretionary
Duke Energy Corporation stock logo
DUK
Duke Energy
$29,500$29,500 New Holding2500.0%Utilities
Park Hotels & Resorts Inc. stock logo
PK
Park Hotels & Resorts
$12,276$12,276 New Holding1,2000.0%Finance
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$10,610$10,610 New Holding2500.0%ETF
Comcast Corporation stock logo
CMCSA
Comcast
$0$1,180,800 -100.0%00.0%Consumer Discretionary
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$0$802,575 -100.0%00.0%Business Services
Princeton Bancorp, Inc. stock logo
BPRN
Princeton Bancorp
$0$517,700 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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