Latest Lynch Asset Management, Inc. Stock Portfolio

$392Million | No. of Holdings #52

Lynch Asset Management, Inc. Performance

2026 Q3+6.78%

YTD+19.72%

2025+18.35%

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

On 2026-10-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lynch Asset Management, Inc. reported an equity portfolio of $392.6 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Lynch Asset Management, Inc. are NVDA, GOOG, AMD. The fund has invested 31.3% of it's portfolio in NVIDIA CORPORATION and 6.2% of portfolio in ALPHABET INC. <br><br> They significantly reduced their stock positions in QUALCOMM INC (QCOM), ABBVIE INC (ABBV) and CROWDSTRIKE HLDGS INC (CRWD). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), MCKESSON CORP (MCK) and TESLA INC (TSLA).

Lynch Asset Management, Inc. Equity Portfolio Value

Last Reported on: 28 Oct, 2026

$392Million

as of Oct 28, 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 6.78% in the last quarter. In trailing 12 months, it's portfolio return was 21.94%.

Performance
S&P 500

New Buys

No new stocks were added by Lynch Asset Management, Inc.

Additions

Ticker	% Inc.
walmart inc	207
mckesson corp	47.62
tesla inc	15.52
cummins inc	6.82
fedex fght hldg co inc	3.21
palo alto networks inc	2.89
eaton corp plc	2.34
broadcom inc	2.03

Additions to existing portfolio by Lynch Asset Management, Inc.

Reductions

Ticker	% Reduced
qualcomm inc	-16.45
abbvie inc	-2.21
crowdstrike hldgs inc	-1.27
international business machs	-0.37
advanced micro devices inc	-0.14
goldman sachs group inc	-0.14

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 56.9% of it's holdings in Technology sector.

Technology
Communication Services
Industrials
Healthcare
Consumer Cyclical
Financial Services
Others
Energy

Sector	%
Technology	56.9
Communication Services	11.3
Industrials	7.9
Healthcare	6.7
Consumer Cyclical	6.4
Financial Services	5
Others	3.5
Energy	1.4

Market Cap. Distribution

Lynch Asset Management, Inc. has about 95.9% of it's portfolio invested in the large-cap and mega-cap stocks.

MEGA-CAP
LARGE-CAP
UNALLOCATED

Category	%
MEGA-CAP	77.3
LARGE-CAP	18.6
UNALLOCATED	4.1

Stocks belong to which Index?

About 90.6% 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	90.6
Others	9.3

Top 5 Winners (%)		%
CRWD	crowdstrike hldgs inc	38.5 %
MSFT	microsoft corp	37.5 %
NOW	servicenow inc	35.0 %
META	meta platforms inc	28.7 %
CVX	chevron corp new	23.2 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	15.2 M
CRWD	crowdstrike hldgs inc	5.8 M
MSFT	microsoft corp	3.5 M
META	meta platforms inc	2.9 M
PANW	palo alto networks inc	2.0 M

Top 5 Losers (%)		%
	fedex fght hldg co inc	-27.3 %
CMI	cummins inc	-26.9 %
IBM	international business machs	-21.8 %
NVO	novo-nordisk a s	-20.9 %
HD	home depot inc	-19.3 %

Top 5 Losers ($)		$
CMI	cummins inc	-3.9 M
GS	goldman sachs group inc	-1.2 M
NVO	novo-nordisk a s	-1.1 M
GOOG	alphabet inc	-0.9 M
TSLA	tesla inc	-0.8 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 67.5% of the portfolio is in top 10 stocks. CMI proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Lynch Asset Management, Inc. last quarter.

$392.65MTotal Value

52.00Positions

28 Oct, 2026Last Reported

Current holdings of Current Stock Holdings of Lynch Asset Management, Inc., last reported on 28 Oct, 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	3.37%	39,700	$13.22M 3.37%	unchanged 0 percentunchanged

ABBV Abbvie Inc Abbvie IncABBV Lynch Asset Management, Inc.'s holding in Abbvie Inc over time	2.96%	44,350	$11.60M 2.96%	decreased 2.21 percentreduced

AMD Advanced Micro Devices Inc Advanced Micro Devices IncAMD Lynch Asset Management, Inc.'s holding in Advanced Micro Devices Inc over time	5.51%	35,350	$21.63M 5.51%	decreased 0.14 percentreduced

AMZN Amazon.Com Inc Amazon.Com IncAMZN Lynch Asset Management, Inc.'s holding in Amazon.Com Inc over time	2.71%	42,650	$10.63M 2.71%	unchanged 0 percentunchanged

AVGO Broadcom Inc Broadcom IncAVGO Lynch Asset Management, Inc.'s holding in Broadcom Inc over time	1.8%	20,100	$7.06M 1.8%	increased 2.03 percentadded

BIL Spdr Series Trust Spdr Series Trust BIL Lynch Asset Management, Inc.'s holding in Spdr Series Trust over time	0%	250	$11.3K 0%	unchanged 0 percentunchanged

CI The Cigna Group The Cigna GroupCI Lynch Asset Management, Inc.'s holding in The Cigna Group over time	0.33%	4,750	$1.29M 0.33%	unchanged 0 percentunchanged

CMG Chipotle Mexican Grill Inc Chipotle Mexican Grill IncCMG Lynch Asset Management, Inc.'s holding in Chipotle Mexican Grill Inc over time	0.41%	50,000	$1.60M 0.41%	unchanged 0 percentunchanged

CMI Cummins Inc Cummins IncCMI Lynch Asset Management, Inc.'s holding in Cummins Inc over time	2.68%	20,350	$10.51M 2.68%	increased 6.82 percentadded

COST Costco Whsl Corp New Costco Whsl Corp NewCOST Lynch Asset Management, Inc.'s holding in Costco Whsl Corp New over time	0.89%	3,850	$3.50M 0.89%	unchanged 0 percentunchanged

CRWD Crowdstrike Hldgs Inc Crowdstrike Hldgs IncCRWD Lynch Asset Management, Inc.'s holding in Crowdstrike Hldgs Inc over time	5.24%	77,700	$20.57M 5.24%	decreased 1.27 percentreduced

CVX Chevron Corp New Chevron Corp NewCVX Lynch Asset Management, Inc.'s holding in Chevron Corp New over time	1.41%	27,100	$5.53M 1.41%	unchanged 0 percentunchanged

DE Deere & Co Deere & CoDE Lynch Asset Management, Inc.'s holding in Deere & Co over time	0.02%	100	$67.2K 0.02%	unchanged 0 percentunchanged

DIS Disney Walt Co Disney Walt CoDIS Lynch Asset Management, Inc.'s holding in Disney Walt Co over time	1.12%	41,900	$4.40M 1.12%	unchanged 0 percentunchanged

EMR Emerson Elec Co Emerson Elec CoEMR Lynch Asset Management, Inc.'s holding in Emerson Elec Co over time	1.09%	27,500	$4.27M 1.09%	unchanged 0 percentunchanged

ETN Eaton Corp Plc Eaton Corp PlcETN Lynch Asset Management, Inc.'s holding in Eaton Corp Plc over time	1.58%	14,450	$6.21M 1.58%	increased 2.34 percentadded

FDX Fedex Corp Fedex CorpFDX Lynch Asset Management, Inc.'s holding in Fedex Corp over time	1.21%	16,600	$4.73M 1.21%	unchanged 0 percentunchanged

GOOG Alphabet Inc Alphabet IncGOOG Lynch Asset Management, Inc.'s holding in Alphabet Inc over time	6.25%	71,350	$24.55M 6.25%	increased 0.14 percentadded

GOOG Alphabet Inc Alphabet IncGOOG Lynch Asset Management, Inc.'s holding in Alphabet Inc over time	0.02%	225	$76.7K 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	2.41%	10,525	$9.48M 2.41%	decreased 0.14 percentreduced