Lynch Asset Management, Inc. Top Holdings and 13F Report (2026)

About Lynch Asset Management, Inc.

Investment Activity

Lynch Asset Management, Inc. has $365.72 million in total holdings as of June 30, 2026.
Lynch Asset Management, Inc. owns shares of 52 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
Approximately 1.41% of the portfolio was purchased this quarter.
About 0.40% of the portfolio was sold this quarter.
This quarter, Lynch Asset Management, Inc. has purchased 51 new stocks and bought additional shares in 12 stocks.
Lynch Asset Management, Inc. sold shares of 8 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

NVIDIA: $107,788,483
Alphabet: $25,462,613
Advanced Micro Devices: $20,564,214
CrowdStrike: $15,014,780
Cummins: $13,586,651

Largest New Holdings this Quarter

314352105 - FEDEX FGHT HLDG CO INC: $1,411,850 Holding

Largest Purchases this Quarter

FEDEX FGHT HLDG CO INC: 9,350 shares (about $1.41M)
McKesson: 1,000 shares (about $755.60K)
Spotify Technology: 1,500 shares (about $688.70K)
Home Depot: 1,500 shares (about $529.02K)
Broadcom: 1,150 shares (about $434.41K)

Largest Sales this Quarter

The Goldman Sachs Group: 500 shares (about $505.69K)
Cigna Group: 1,550 shares (about $427.30K)
Qualcomm: 1,200 shares (about $221.75K)
Palo Alto Networks: 450 shares (about $153.46K)
Advanced Micro Devices: 125 shares (about $72.61K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$107,788,483		0.0%	538,700	29.5%	Technology
GOOGL Alphabet	$25,462,613		0.0%	71,250	7.0%	Communication Services
AMD Advanced Micro Devices	$20,564,214	$72,614 â–¼	-0.4%	35,400	5.6%	Technology
CRWD CrowdStrike	$15,014,780		0.0%	19,675	4.1%	Technology
CMI Cummins	$13,586,651	$356,605 â–²	2.7%	19,050	3.7%	Industrials
PANW Palo Alto Networks	$11,782,241	$153,459 â–¼	-1.3%	34,550	3.2%	Technology
AAPL Apple	$11,487,592		0.0%	39,700	3.1%	Technology
ABBV AbbVie	$11,411,874		0.0%	45,350	3.1%	Healthcare
GS The Goldman Sachs Group	$10,659,840	$505,685 â–¼	-4.5%	10,540	2.9%	Finance
AMZN Amazon.com	$10,165,201		0.0%	42,650	2.8%	Consumer Discretionary
META Meta Platforms	$9,927,986		0.0%	17,625	2.7%	Communication Services
MSFT Microsoft	$9,465,383	$18,651 â–¼	-0.2%	25,375	2.6%	Technology
AVGO Broadcom	$7,441,675	$434,413 â–²	6.2%	19,700	2.0%	Technology
UNH UnitedHealth Group	$6,878,677	$41,563 â–¼	-0.6%	16,550	1.9%	Healthcare
ETN Eaton	$6,016,814	$213,060 â–²	3.7%	14,120	1.6%	Industrials
VB Vanguard Small-Cap ETF	$5,501,628		0.0%	18,150	1.5%	ETF
FDX FedEx	$5,197,958		0.0%	16,600	1.4%	Industrials
NVO Novo Nordisk A/S	$5,194,299	$14,382 â–²	0.3%	108,350	1.4%	Healthcare
MA Mastercard	$4,917,720		0.0%	9,575	1.3%	Finance
TSLA Tesla	$4,878,960		0.0%	11,600	1.3%	Consumer Discretionary
V Visa	$4,545,943	$34,309 â–²	0.8%	13,250	1.2%	Finance
CVX Chevron	$4,492,096		0.0%	27,100	1.2%	Energy
NOW ServiceNow	$4,137,494		0.0%	41,675	1.1%	Technology
TT Trane Technologies	$4,125,744		0.0%	8,400	1.1%	Industrials
DIS Walt Disney	$4,032,875		0.0%	41,900	1.1%	Communication Services
EMR Emerson Electric	$3,936,625		0.0%	27,500	1.1%	Industrials
HD Home Depot	$3,791,310	$529,020 â–²	16.2%	10,750	1.0%	Consumer Discretionary
IBM International Business Machines	$3,754,154	$140,605 â–²	3.9%	13,350	1.0%	Technology
COST Costco Wholesale	$3,601,560		0.0%	3,850	1.0%	Consumer Staples
JNJ Johnson & Johnson	$3,009,545		0.0%	11,850	0.8%	Healthcare
QCOM Qualcomm	$2,808,808	$221,748 â–¼	-7.3%	15,200	0.8%	Technology
ULTA Ulta Beauty	$2,457,841		0.0%	5,450	0.7%	Consumer Discretionary
VXUS Vanguard Total International Stock ETF	$2,449,289	$299,215 â–²	13.9%	28,650	0.7%	ETF
SPOT Spotify Technology	$2,295,650	$688,695 â–²	42.9%	5,000	0.6%	Communication Services
SBUX Starbucks	$1,900,734	$12,774 â–¼	-0.7%	18,600	0.5%	Consumer Discretionary
CMG Chipotle Mexican Grill	$1,700,000		0.0%	50,000	0.5%	Consumer Discretionary
WM Waste Management	$1,526,728	$100,296 â–²	7.0%	6,850	0.4%	Industrials
FEDEX FGHT HLDG CO INC	$1,411,850	$1,411,850 â–²	New Holding	9,350	0.4%	COMMON STOCK
LLY Eli Lilly and Company	$1,319,373		0.0%	1,100	0.4%	Healthcare
CI Cigna Group	$1,309,480	$427,304 â–¼	-24.6%	4,750	0.4%	Healthcare
MRK Merck & Co., Inc.	$1,297,850		0.0%	10,100	0.4%	Healthcare
MCK McKesson	$793,380	$755,600 â–²	2,000.0%	1,050	0.2%	Healthcare
GE VERNOVA INC	$587,430		0.0%	500	0.2%	COM
VUG Vanguard Growth ETF	$221,724	$184,770 â–²	500.0%	2,574	0.1%	ETF
JAKK JAKKS Pacific	$176,928		0.0%	7,600	0.0%	Consumer Discretionary
NKE NIKE	$172,410		0.0%	4,200	0.0%	Consumer Discretionary
WALMART INC	$147,238		0.0%	1,300	0.0%	COM
VTV Vanguard Value ETF	$139,257		0.0%	639	0.0%	ETF
GOOG Alphabet	$79,499		0.0%	225	0.0%	Communication Services
VOO Vanguard S&P 500 ETF	$75,549		0.0%	110	0.0%	ETF
DE Deere & Company	$63,433		0.0%	100	0.0%	Industrials
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$11,928		0.0%	250	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Lynch Asset Management, Inc. Top Holdings and 13F Report (2026)

About Lynch Asset Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Lynch Asset Management, Inc. Top Holdings and 13F Report (2026)

About Lynch Asset Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLynch Asset Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools