Latest Lynch Asset Management, Inc. Stock Portfolio
Lynch Asset Management, Inc. Performance:
2025 Q3: 10.1%YTD: 16.9%2024: 41.57%
Performance for 2025 Q3 is 10.1%, and YTD is 16.9%, and 2024 is 41.57%.
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 $312.6 Millions as of 30 Sep, 2025.
The top stock holdings of Lynch Asset Management, Inc. are NVDA, GOOG, META. The fund has invested 32.1% of it's portfolio in NVIDIA CORPORATION and 5.5% of portfolio in ALPHABET INC.
The fund managers got completely rid off GE HEALTHCARE TECHNOLOGIES I, SCHWAB STRATEGIC TR (FNDA) and EXXON MOBIL CORP (XOM) stocks. They significantly reduced their stock positions in NIKE INC (NKE), CITIGROUP INC (C) and QUALCOMM INC (QCOM). Lynch Asset Management, Inc. opened new stock positions in ELI LILLY & CO (LLY), ALPHABET INC (GOOG) and DEERE & CO (DE). The fund showed a lot of confidence in some stocks as they added substantially to EATON CORP PLC (ETN), CROWDSTRIKE HLDGS INC (CRWD) and VANGUARD INDEX FDS (VB).
The top stock holdings of Lynch Asset Management, Inc. are NVDA, GOOG, META. The fund has invested 32.1% of it's portfolio in NVIDIA CORPORATION and 5.5% of portfolio in ALPHABET INC.
The fund managers got completely rid off GE HEALTHCARE TECHNOLOGIES I, SCHWAB STRATEGIC TR (FNDA) and EXXON MOBIL CORP (XOM) stocks. They significantly reduced their stock positions in NIKE INC (NKE), CITIGROUP INC (C) and QUALCOMM INC (QCOM). Lynch Asset Management, Inc. opened new stock positions in ELI LILLY & CO (LLY), ALPHABET INC (GOOG) and DEERE & CO (DE). The fund showed a lot of confidence in some stocks as they added substantially to EATON CORP PLC (ETN), CROWDSTRIKE HLDGS INC (CRWD) and VANGUARD INDEX FDS (VB).
Lynch Asset Management, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Lynch Asset Management, Inc. made a return of 10.1% in the last quarter. In trailing 12 months, it's portfolio return was 21.95%.
New Buys
| Ticker | $ Bought |
|---|---|
| eli lilly & co | 763,000 |
| alphabet inc | 60,888 |
| deere & co | 45,726 |
| mckesson corp | 38,627 |
New stocks bought by Lynch Asset Management, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| eaton corp plc | 20.00 |
| crowdstrike hldgs inc | 19.56 |
| vanguard index fds | 13.4 |
| palo alto networks inc | 10.58 |
| costco whsl corp new | 9.09 |
| broadcom inc | 6.51 |
| johnson & johnson | 2.24 |
| unitedhealth group inc | 2.07 |
Additions to existing portfolio by Lynch Asset Management, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| nike inc | -81.82 |
| citigroup inc | -50.00 |
| qualcomm inc | -19.62 |
| emerson elec co | -8.33 |
| international business machs | -5.8 |
| pfizer inc | -4.71 |
| fedex corp | -4.53 |
| visa inc | -3.01 |
Lynch Asset Management, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ge healthcare technologies i | -185,175 |
| schwab strategic tr | -44,288 |
| oge energy corp | -35,504 |
| exxon mobil corp | -37,730 |
Lynch Asset Management, Inc. got rid off the above stocks
Sector Distribution
Lynch Asset Management, Inc. has about 51.6% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 51.6 |
| Communication Services | 11.2 |
| Consumer Cyclical | 8.1 |
| Industrials | 7.6 |
| Healthcare | 7.5 |
| Financial Services | 6 |
| Others | 4.9 |
| Energy | 1.4 |
| Consumer Defensive | 1.1 |
Market Cap. Distribution
Lynch Asset Management, Inc. has about 95% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 69.6 |
| LARGE-CAP | 25.4 |
| UNALLOCATED | 4.9 |
Stocks belong to which Index?
About 92.1% of the stocks held by Lynch Asset Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 92.1 |
| Others | 7.9 |
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 56 stocks in it's portfolio. About 62.9% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Lynch Asset Management, Inc. last quarter.
Last Reported on: 27 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.20 | 39,225 | 9,987,860 | added | 0.26 | ||
| ABBV | abbvie inc | 3.40 | 45,850 | 10,616,100 | unchanged | 0.00 | ||
| AMD | advanced micro devices inc | 1.87 | 36,150 | 5,848,710 | reduced | -0.69 | ||
| AMZN | amazon.com inc | 2.98 | 42,400 | 9,309,770 | added | 0.59 | ||
| AVB | avalonbay cmntys inc | 0.65 | 10,500 | 2,028,280 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 1.90 | 18,000 | 5,938,380 | added | 6.51 | ||
| BIL | spdr series trust | 0.00 | 250 | 11,000 | unchanged | 0.00 | ||
| C | citigroup inc | 0.08 | 2,500 | 253,750 | reduced | -50.00 | ||
| CI | the cigna group | 0.90 | 9,750 | 2,810,440 | reduced | -2.5 | ||
| CMG | chipotle mexican grill inc | 0.63 | 50,000 | 1,959,500 | unchanged | 0.00 | ||
| CMI | cummins inc | 2.49 | 18,450 | 7,792,730 | unchanged | 0.00 | ||
| COST | costco whsl corp new | 1.07 | 3,600 | 3,332,270 | added | 9.09 | ||
| CRWD | crowdstrike hldgs inc | 2.97 | 18,950 | 9,292,700 | added | 19.56 | ||
| CVX | chevron corp new | 1.35 | 27,100 | 4,208,360 | unchanged | 0.00 | ||
| DE | deere & co | 0.01 | 100 | 45,726 | new | |||
| DIS | disney walt co | 1.57 | 42,900 | 4,912,050 | added | 0.53 | ||
| DKNG | draftkings inc new | 0.01 | 800 | 29,920 | unchanged | 0.00 | ||
| DUK | duke energy corp new | 0.01 | 250 | 30,938 | unchanged | 0.00 | ||
| EMR | emerson elec co | 1.15 | 27,500 | 3,607,450 | reduced | -8.33 | ||
| ETN | eaton corp plc | 1.58 | 13,200 | 4,940,100 | added | 20.00 | ||