Latest Lynch Asset Management, Inc. Stock Portfolio
Lynch Asset Management, Inc. Performance:
2026 Q1: -7.23%YTD: -7.23%2025: 18.35%
Performance for 2026 Q1 is -7.23%, and YTD is -7.23%, and 2025 is 18.35%.
About Lynch Asset Management, Inc. and 13F Hedge Fund Stock Holdings
On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lynch Asset Management, Inc. reported an equity portfolio of $298.2 Millions as of 31 Mar, 2026.
The top stock holdings of Lynch Asset Management, Inc. are NVDA, GOOG, META. The fund has invested 31.5% of it's portfolio in NVIDIA CORPORATION and 6.9% of portfolio in ALPHABET INC.
The fund managers got completely rid off PFIZER INC (PFE) and CITIGROUP INC (C) stocks. They significantly reduced their stock positions in THE CIGNA GROUP (CI), VANGUARD INDEX FDS (VB) and FEDEX CORP (FDX). Lynch Asset Management, Inc. opened new stock positions in WASTE MGMT INC DEL (WM). The fund showed a lot of confidence in some stocks as they added substantially to PALO ALTO NETWORKS INC (PANW), MICROSOFT CORP (MSFT) and UNITEDHEALTH GROUP INC (UNH).
The top stock holdings of Lynch Asset Management, Inc. are NVDA, GOOG, META. The fund has invested 31.5% of it's portfolio in NVIDIA CORPORATION and 6.9% of portfolio in ALPHABET INC.
The fund managers got completely rid off PFIZER INC (PFE) and CITIGROUP INC (C) stocks. They significantly reduced their stock positions in THE CIGNA GROUP (CI), VANGUARD INDEX FDS (VB) and FEDEX CORP (FDX). Lynch Asset Management, Inc. opened new stock positions in WASTE MGMT INC DEL (WM). The fund showed a lot of confidence in some stocks as they added substantially to PALO ALTO NETWORKS INC (PANW), MICROSOFT CORP (MSFT) and UNITEDHEALTH GROUP INC (UNH).
Lynch Asset Management, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Lynch Asset Management, Inc. made a return of -7.23% in the last quarter. In trailing 12 months, it's portfolio return was 22.25%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| waste mgmt inc del | 1,470,660 |
New stocks bought by Lynch Asset Management, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| palo alto networks inc | 29.15 |
| microsoft corp | 24.48 |
| unitedhealth group inc | 11.37 |
| crowdstrike hldgs inc | 3.01 |
| broadcom inc | 1.64 |
| eaton corp plc | 1.19 |
| vanguard index fds | 0.28 |
| servicenow inc | 0.24 |
Additions to existing portfolio by Lynch Asset Management, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| the cigna group | -35.71 |
| vanguard index fds | -4.77 |
| vanguard index fds | -3.16 |
| fedex corp | -2.06 |
| qualcomm inc | -1.8 |
| starbucks corp | -1.32 |
| disney walt co | -0.95 |
| abbvie inc | -0.66 |
Lynch Asset Management, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| pfizer inc | -891,420 |
| citigroup inc | -291,725 |
Lynch Asset Management, Inc. got rid off the above stocks
Sector Distribution
Lynch Asset Management, Inc. has about 50.1% of it's holdings in Technology sector.
- Technology
- Communication Services
- Industrials
- Consumer Cyclical
- Healthcare
- Financial Services
- Others
- Energy
- Consumer Defensive
| Sector | % |
|---|---|
| Technology | 50.1 |
| Communication Services | 11.6 |
| Industrials | 9.9 |
| Consumer Cyclical | 7.6 |
| Healthcare | 7.1 |
| Financial Services | 6.1 |
| Others | 4.4 |
| Energy | 1.9 |
| Consumer Defensive | 1.3 |
Market Cap. Distribution
Lynch Asset Management, Inc. has about 95.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 75 |
| LARGE-CAP | 20.5 |
| UNALLOCATED | 4.4 |
Stocks belong to which Index?
About 93% 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 | 93 |
| Others | 7 |
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 51 stocks in it's portfolio. About 63.6% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for Lynch Asset Management, Inc. last quarter.
Last Reported on: 24 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.38 | 39,700 | 10,075,500 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 3.31 | 45,350 | 9,863,170 | reduced | -0.66 | ||
| AMD | advanced micro devices inc | 2.42 | 35,525 | 7,226,850 | unchanged | 0.00 | ||
| AMZN | amazon.com inc | 2.98 | 42,650 | 8,882,720 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 1.93 | 18,550 | 5,741,410 | added | 1.64 | ||
| BIL | spdr series trust | 0.00 | 250 | 11,380 | unchanged | 0.00 | ||
| C | citigroup inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CI | the cigna group | 0.56 | 6,300 | 1,680,520 | reduced | -35.71 | ||
| CMG | chipotle mexican grill inc | 0.54 | 50,000 | 1,600,500 | unchanged | 0.00 | ||
| CMI | cummins inc | 3.35 | 18,550 | 9,980,270 | unchanged | 0.00 | ||
| COST | costco whsl corp new | 1.29 | 3,850 | 3,836,260 | unchanged | 0.00 | ||
| CRWD | crowdstrike hldgs inc | 2.58 | 19,675 | 7,681,320 | added | 3.01 | ||
| CVX | chevron corp new | 1.88 | 27,100 | 5,606,990 | unchanged | 0.00 | ||
| DE | deere & co | 0.02 | 100 | 56,330 | unchanged | 0.00 | ||
| DIS | disney walt co | 1.35 | 41,900 | 4,038,320 | reduced | -0.95 | ||
| EMR | emerson elec co | 1.21 | 27,500 | 3,603,050 | unchanged | 0.00 | ||
| ETN | eaton corp plc | 1.63 | 13,620 | 4,871,460 | added | 1.19 | ||
| FDX | fedex corp | 1.98 | 16,600 | 5,912,590 | reduced | -2.06 | ||
| GOOG | alphabet inc | 6.87 | 71,250 | 20,488,600 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 0.02 | 225 | 64,544 | unchanged | 0.00 | ||