Latest Lynch Asset Management, Inc. Stock Portfolio

$365Million | No. of Holdings #52

Lynch Asset Management, Inc. Performance

2026 Q2+20.86%

YTD+12.12%

2025+18.35%

About Lynch Asset Management, Inc. and 13F Hedge Fund Stock Holdings

On 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lynch Asset Management, Inc. reported an equity portfolio of $365.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Lynch Asset Management, Inc. are NVDA, GOOG, AMD. The fund has invested 29.5% of it's portfolio in NVIDIA CORPORATION and 7% of portfolio in ALPHABET INC. <br><br> They significantly reduced their stock positions in THE CIGNA GROUP (CI), QUALCOMM INC (QCOM) and GOLDMAN SACHS GROUP INC (GS). Lynch Asset Management, Inc. opened new stock positions in FEDEX FGHT HLDG CO INC. The fund showed a lot of confidence in some stocks as they added substantially to MCKESSON CORP (MCK), VANGUARD INDEX FDS (VB) and SPOTIFY TECHNOLOGY S A (SPOT).

Lynch Asset Management, Inc. Equity Portfolio Value

Last Reported on: 06 Aug, 2026

$365Million

as of Aug 06, 2026

Lynch Asset Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Lynch Asset Management, Inc. made a return of 20.86% in the last quarter. In trailing 12 months, it's portfolio return was 25.24%.

Performance
S&P 500

New Buys

Ticker	$ Bought
fedex fght hldg co inc	1,411,850

New stocks bought by Lynch Asset Management, Inc.

Additions

Ticker	% Inc.
mckesson corp	2,000
vanguard index fds	500
spotify technology s a	42.86
home depot inc	16.22
vanguard star fds	13.92
waste mgmt inc del	7.03
broadcom inc	6.2
international business machs	3.89

Additions to existing portfolio by Lynch Asset Management, Inc.

Reductions

Ticker	% Reduced
the cigna group	-24.6
qualcomm inc	-7.32
goldman sachs group inc	-4.53
palo alto networks inc	-1.29
starbucks corp	-0.67
unitedhealth group inc	-0.6
advanced micro devices inc	-0.35
microsoft corp	-0.2

Lynch Asset Management, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Lynch Asset Management, Inc.

Sector Distribution

Lynch Asset Management, Inc. has about 53.1% of it's holdings in Technology sector.

Technology
Communication Services
Industrials
Healthcare
Consumer Cyclical
Financial Services
Others
Energy

Sector	%
Technology	53.1
Communication Services	11.4
Industrials	9.4
Healthcare	7.1
Consumer Cyclical	6.9
Financial Services	5.5
Others	4.3
Energy	1.2

Market Cap. Distribution

Lynch Asset Management, Inc. has about 95.1% of it's portfolio invested in the large-cap and mega-cap stocks.

MEGA-CAP
LARGE-CAP
UNALLOCATED

Category	%
MEGA-CAP	76.3
LARGE-CAP	18.8
UNALLOCATED	4.9

Stocks belong to which Index?

About 91% of the stocks held by Lynch Asset Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others

Index	%
S&P 500	91
Others	9

Top 5 Winners (%)		%
AMD	advanced micro devices inc	185.2 %
PANW	palo alto networks inc	112.0 %
CRWD	crowdstrike hldgs inc	95.5 %
UNH	unitedhealth group inc	53.4 %
QCOM	qualcomm inc	41.9 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	13.8 M
AMD	advanced micro devices inc	13.4 M
CRWD	crowdstrike hldgs inc	7.3 M
PANW	palo alto networks inc	6.3 M
GOOG	alphabet inc	5.0 M

Top 5 Losers (%)		%
VB	vanguard index fds	-70.4 %
NKE	nike inc	-22.3 %
CVX	chevron corp new	-19.9 %
ULTA	ulta beauty inc	-13.7 %
FDX	fedex corp	-12.1 %

Top 5 Losers ($)		$
CVX	chevron corp new	-1.1 M
FDX	fedex corp	-0.7 M
VB	vanguard index fds	-0.5 M
ULTA	ulta beauty inc	-0.4 M
COST	costco whsl corp new	-0.2 M

Lynch Asset Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Lynch Asset Management, Inc.

Lynch Asset Management, Inc. has 52 stocks in it's portfolio. About 65.1% of the portfolio is in top 10 stocks. CVX proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Lynch Asset Management, Inc. last quarter.

$365.72MTotal Value

52.00Positions

06 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of Lynch Asset Management, Inc., last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AAPL Apple Inc Apple IncAAPL Lynch Asset Management, Inc.'s holding in Apple Inc over time	3.14%	39,700	$11.49M 3.14%	unchanged 0 percentunchanged

ABBV Abbvie Inc Abbvie IncABBV Lynch Asset Management, Inc.'s holding in Abbvie Inc over time	3.12%	45,350	$11.41M 3.12%	unchanged 0 percentunchanged

AMD Advanced Micro Devices Inc Advanced Micro Devices IncAMD Lynch Asset Management, Inc.'s holding in Advanced Micro Devices Inc over time	5.62%	35,400	$20.56M 5.62%	decreased 0.35 percentreduced

AMZN Amazon.Com Inc Amazon.Com IncAMZN Lynch Asset Management, Inc.'s holding in Amazon.Com Inc over time	2.78%	42,650	$10.17M 2.78%	unchanged 0 percentunchanged

AVGO Broadcom Inc Broadcom IncAVGO Lynch Asset Management, Inc.'s holding in Broadcom Inc over time	2.04%	19,700	$7.44M 2.04%	increased 6.2 percentadded

BIL Spdr Series Trust Spdr Series Trust BIL Lynch Asset Management, Inc.'s holding in Spdr Series Trust over time	0%	250	$11.9K 0%	unchanged 0 percentunchanged

CI The Cigna Group The Cigna GroupCI Lynch Asset Management, Inc.'s holding in The Cigna Group over time	0.36%	4,750	$1.31M 0.36%	decreased 24.6 percentreduced

CMG Chipotle Mexican Grill Inc Chipotle Mexican Grill IncCMG Lynch Asset Management, Inc.'s holding in Chipotle Mexican Grill Inc over time	0.47%	50,000	$1.70M 0.47%	unchanged 0 percentunchanged

CMI Cummins Inc Cummins IncCMI Lynch Asset Management, Inc.'s holding in Cummins Inc over time	3.71%	19,050	$13.59M 3.71%	increased 2.7 percentadded

COST Costco Whsl Corp New Costco Whsl Corp NewCOST Lynch Asset Management, Inc.'s holding in Costco Whsl Corp New over time	0.98%	3,850	$3.60M 0.98%	unchanged 0 percentunchanged

CRWD Crowdstrike Hldgs Inc Crowdstrike Hldgs IncCRWD Lynch Asset Management, Inc.'s holding in Crowdstrike Hldgs Inc over time	4.11%	19,675	$15.01M 4.11%	unchanged 0 percentunchanged

CVX Chevron Corp New Chevron Corp NewCVX Lynch Asset Management, Inc.'s holding in Chevron Corp New over time	1.23%	27,100	$4.49M 1.23%	unchanged 0 percentunchanged

DE Deere & Co Deere & CoDE Lynch Asset Management, Inc.'s holding in Deere & Co over time	0.02%	100	$63.4K 0.02%	unchanged 0 percentunchanged

DIS Disney Walt Co Disney Walt CoDIS Lynch Asset Management, Inc.'s holding in Disney Walt Co over time	1.1%	41,900	$4.03M 1.1%	unchanged 0 percentunchanged

EMR Emerson Elec Co Emerson Elec CoEMR Lynch Asset Management, Inc.'s holding in Emerson Elec Co over time	1.08%	27,500	$3.94M 1.08%	unchanged 0 percentunchanged

ETN Eaton Corp Plc Eaton Corp PlcETN Lynch Asset Management, Inc.'s holding in Eaton Corp Plc over time	1.65%	14,120	$6.02M 1.65%	increased 3.67 percentadded

FDX Fedex Corp Fedex CorpFDX Lynch Asset Management, Inc.'s holding in Fedex Corp over time	1.42%	16,600	$5.20M 1.42%	unchanged 0 percentunchanged

GOOG Alphabet Inc Alphabet IncGOOG Lynch Asset Management, Inc.'s holding in Alphabet Inc over time	6.96%	71,250	$25.46M 6.96%	unchanged 0 percentunchanged

GOOG Alphabet Inc Alphabet IncGOOG Lynch Asset Management, Inc.'s holding in Alphabet Inc over time	0.02%	225	$79.5K 0.02%	unchanged 0 percentunchanged

GS Goldman Sachs Group Inc Goldman Sachs Group IncGS Lynch Asset Management, Inc.'s holding in Goldman Sachs Group Inc over time	2.92%	10,540	$10.66M 2.92%	decreased 4.53 percentreduced