Latest Lynch Asset Management, Inc. Stock Portfolio
Lynch Asset Management, Inc. Performance:
2025 Q4: -3.63%YTD: 11.99%2024: 40.44%
Performance for 2025 Q4 is -3.63%, and YTD is 11.99%, and 2024 is 40.44%.
About Lynch Asset Management, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Lynch Asset Management, Inc. reported an equity portfolio of $318.1 Millions as of 31 Dec, 2025.
The top stock holdings of Lynch Asset Management, Inc. are NVDA, GOOG, META. The fund has invested 31.6% of it's portfolio in NVIDIA CORPORATION and 7% of portfolio in ALPHABET INC.
The fund managers got completely rid off AVALONBAY CMNTYS INC (AVB), PHILLIPS 66 (PSX) and DUKE ENERGY CORP NEW (DUK) stocks. They significantly reduced their stock positions in PFIZER INC (PFE), VANGUARD INDEX FDS (VB) and NIKE INC (NKE). Lynch Asset Management, Inc. opened new stock positions in GE VERNOVA INC. The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), WALMART INC (WMT) and MERCK & CO INC (MRK).
The top stock holdings of Lynch Asset Management, Inc. are NVDA, GOOG, META. The fund has invested 31.6% of it's portfolio in NVIDIA CORPORATION and 7% of portfolio in ALPHABET INC.
The fund managers got completely rid off AVALONBAY CMNTYS INC (AVB), PHILLIPS 66 (PSX) and DUKE ENERGY CORP NEW (DUK) stocks. They significantly reduced their stock positions in PFIZER INC (PFE), VANGUARD INDEX FDS (VB) and NIKE INC (NKE). Lynch Asset Management, Inc. opened new stock positions in GE VERNOVA INC. The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), WALMART INC (WMT) and MERCK & CO INC (MRK).
Lynch Asset Management, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Lynch Asset Management, Inc. made a return of -3.63% in the last quarter. In trailing 12 months, it's portfolio return was 11.99%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ge vernova inc | 326,785 |
New stocks bought by Lynch Asset Management, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| servicenow inc | 409 |
| walmart inc | 62.5 |
| merck & co inc | 12.22 |
| eli lilly & co | 10.00 |
| costco whsl corp new | 6.94 |
| trane technologies plc | 5.00 |
| johnson & johnson | 3.95 |
| home depot inc | 2.78 |
Additions to existing portfolio by Lynch Asset Management, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| pfizer inc | -19.55 |
| vanguard index fds | -17.97 |
| nike inc | -10.64 |
| alphabet inc | -10.00 |
| advanced micro devices inc | -1.73 |
| disney walt co | -1.4 |
| international business machs | -1.15 |
| starbucks corp | -0.65 |
Lynch Asset Management, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| avalonbay cmntys inc | -2,028,280 |
| park hotels & resorts inc | -13,296 |
| draftkings inc new | -29,920 |
| phillips 66 | -47,607 |
| duke energy corp new | -30,938 |
Lynch Asset Management, Inc. got rid off the above stocks
Sector Distribution
Lynch Asset Management, Inc. has about 50.9% of it's holdings in Technology sector.
- Technology
- Communication Services
- Industrials
- Consumer Cyclical
- Healthcare
- Financial Services
- Others
- Energy
- Consumer Defensive
| Sector | % |
|---|---|
| Technology | 50.9 |
| Communication Services | 12.2 |
| Industrials | 8.1 |
| Consumer Cyclical | 8 |
| Healthcare | 7.4 |
| Financial Services | 6.3 |
| Others | 4.7 |
| Energy | 1.3 |
| Consumer Defensive | 1.1 |
Market Cap. Distribution
Lynch Asset Management, Inc. has about 95.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 70.7 |
| LARGE-CAP | 24.5 |
| UNALLOCATED | 4.7 |
Stocks belong to which Index?
About 92.5% 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 | 92.5 |
| Others | 7.5 |
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 64% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Lynch Asset Management, Inc. last quarter.
Last Reported on: 23 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.39 | 39,700 | 10,792,800 | added | 1.21 | ||
| ABBV | abbvie inc | 3.28 | 45,650 | 10,430,600 | reduced | -0.44 | ||
| AMD | advanced micro devices inc | 2.39 | 35,525 | 7,608,030 | reduced | -1.73 | ||
| AMZN | amazon.com inc | 3.10 | 42,650 | 9,844,470 | added | 0.59 | ||
| AVB | avalonbay cmntys inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AVGO | broadcom inc | 1.99 | 18,250 | 6,316,320 | added | 1.39 | ||
| BIL | spdr series trust | 0.00 | 250 | 10,813 | unchanged | 0.00 | ||
| C | citigroup inc | 0.09 | 2,500 | 291,725 | unchanged | 0.00 | ||
| CI | the cigna group | 0.85 | 9,800 | 2,697,250 | added | 0.51 | ||
| CMG | chipotle mexican grill inc | 0.58 | 50,000 | 1,850,000 | unchanged | 0.00 | ||
| CMI | cummins inc | 2.98 | 18,550 | 9,468,850 | added | 0.54 | ||
| COST | costco whsl corp new | 1.04 | 3,850 | 3,320,010 | added | 6.94 | ||
| CRWD | crowdstrike hldgs inc | 2.82 | 19,100 | 8,953,320 | added | 0.79 | ||
| CVX | chevron corp new | 1.30 | 27,100 | 4,130,310 | unchanged | 0.00 | ||
| DE | deere & co | 0.01 | 100 | 46,557 | unchanged | 0.00 | ||
| DIS | disney walt co | 1.51 | 42,300 | 4,812,470 | reduced | -1.4 | ||
| DKNG | draftkings inc new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| DUK | duke energy corp new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| EMR | emerson elec co | 1.15 | 27,500 | 3,649,800 | unchanged | 0.00 | ||
| ETN | eaton corp plc | 1.35 | 13,460 | 4,287,140 | added | 1.97 | ||