Latest Lynch Asset Management, Inc. Stock Portfolio

$298Million | No. of Holdings #51

Lynch Asset Management, Inc. Performance

2026 Q1-7.23%

YTD-7.23%

2025+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. <br><br> 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. <br><br> 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. Equity Portfolio Value

Last Reported on: 24 Apr, 2026

$298Million

as of Apr 24, 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 -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

Top 5 Winners (%)		%
CVX	chevron corp new	35.8 %
	ge vernova inc	33.6 %
FDX	fedex corp	23.1 %
DE	deere & co	21.0 %
JNJ	johnson & johnson	18.1 %

Top 5 Winners ($)		$
CVX	chevron corp new	1.5 M
FDX	fedex corp	1.1 M
ETN	eaton corp plc	0.5 M
COST	costco whsl corp new	0.5 M
CMI	cummins inc	0.5 M

Top 5 Losers (%)		%
NOW	servicenow inc	-31.7 %
NVO	novo-nordisk a s	-27.7 %
QCOM	qualcomm inc	-24.5 %
MSFT	microsoft corp	-21.6 %
IBM	international business machs	-18.2 %

Top 5 Losers ($)		$
NVDA	nvidia corporation	-6.5 M
MSFT	microsoft corp	-2.6 M
NOW	servicenow inc	-2.0 M
GOOG	alphabet inc	-1.8 M
META	meta platforms inc	-1.5 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 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.

$298.19MTotal Value

53.00Positions

24 Apr, 2026Last Reported

Current holdings of Current Stock Holdings of Lynch Asset Management, Inc., last reported on 24 Apr, 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	3.38%	39,700	$10.08M 3.38%	unchanged 0 percentunchanged

ABBV Abbvie Inc Abbvie IncABBV Lynch Asset Management, Inc.'s holding in Abbvie Inc over time	3.31%	45,350	$9.86M 3.31%	decreased 0.66 percentreduced

AMD Advanced Micro Devices Inc Advanced Micro Devices IncAMD Lynch Asset Management, Inc.'s holding in Advanced Micro Devices Inc over time	2.42%	35,525	$7.23M 2.42%	unchanged 0 percentunchanged

AMZN Amazon.Com Inc Amazon.Com IncAMZN Lynch Asset Management, Inc.'s holding in Amazon.Com Inc over time	2.98%	42,650	$8.88M 2.98%	unchanged 0 percentunchanged

AVGO Broadcom Inc Broadcom IncAVGO Lynch Asset Management, Inc.'s holding in Broadcom Inc over time	1.93%	18,550	$5.74M 1.93%	increased 1.64 percentadded

BIL Spdr Series Trust Spdr Series Trust BIL Lynch Asset Management, Inc.'s holding in Spdr Series Trust over time	0%	250	$11.4K 0%	unchanged 0 percentunchanged

C Citigroup Inc Citigroup IncC Lynch Asset Management, Inc.'s holding in Citigroup Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

CI The Cigna Group The Cigna GroupCI Lynch Asset Management, Inc.'s holding in The Cigna Group over time	0.56%	6,300	$1.68M 0.56%	decreased 35.71 percentreduced

CMG Chipotle Mexican Grill Inc Chipotle Mexican Grill IncCMG Lynch Asset Management, Inc.'s holding in Chipotle Mexican Grill Inc over time	0.54%	50,000	$1.60M 0.54%	unchanged 0 percentunchanged

CMI Cummins Inc Cummins IncCMI Lynch Asset Management, Inc.'s holding in Cummins Inc over time	3.35%	18,550	$9.98M 3.35%	unchanged 0 percentunchanged

COST Costco Whsl Corp New Costco Whsl Corp NewCOST Lynch Asset Management, Inc.'s holding in Costco Whsl Corp New over time	1.29%	3,850	$3.84M 1.29%	unchanged 0 percentunchanged

CRWD Crowdstrike Hldgs Inc Crowdstrike Hldgs IncCRWD Lynch Asset Management, Inc.'s holding in Crowdstrike Hldgs Inc over time	2.58%	19,675	$7.68M 2.58%	increased 3.01 percentadded

CVX Chevron Corp New Chevron Corp NewCVX Lynch Asset Management, Inc.'s holding in Chevron Corp New over time	1.88%	27,100	$5.61M 1.88%	unchanged 0 percentunchanged

DE Deere & Co Deere & CoDE Lynch Asset Management, Inc.'s holding in Deere & Co over time	0.02%	100	$56.3K 0.02%	unchanged 0 percentunchanged

DIS Disney Walt Co Disney Walt CoDIS Lynch Asset Management, Inc.'s holding in Disney Walt Co over time	1.35%	41,900	$4.04M 1.35%	decreased 0.95 percentreduced

EMR Emerson Elec Co Emerson Elec CoEMR Lynch Asset Management, Inc.'s holding in Emerson Elec Co over time	1.21%	27,500	$3.60M 1.21%	unchanged 0 percentunchanged

ETN Eaton Corp Plc Eaton Corp PlcETN Lynch Asset Management, Inc.'s holding in Eaton Corp Plc over time	1.63%	13,620	$4.87M 1.63%	increased 1.19 percentadded

FDX Fedex Corp Fedex CorpFDX Lynch Asset Management, Inc.'s holding in Fedex Corp over time	1.98%	16,600	$5.91M 1.98%	decreased 2.06 percentreduced

GOOG Alphabet Inc Alphabet IncGOOG Lynch Asset Management, Inc.'s holding in Alphabet Inc over time	6.87%	71,250	$20.49M 6.87%	unchanged 0 percentunchanged

GOOG Alphabet Inc Alphabet IncGOOG Lynch Asset Management, Inc.'s holding in Alphabet Inc over time	0.02%	225	$64.5K 0.02%	unchanged 0 percentunchanged