Lynch Asset Management, Inc.
Sector Allocation
- Technology63.9%$233.8M
- Industrials8.4%$30.8M
- Healthcare8.3%$30.4M
- Consumer Discretionary6.9%$25.2M
- Financials5.5%$20.1M
- Other2.3%$8.4M
- Communication Services1.7%$6.3M
- Consumer Staples1.2%$4.5M
- Energy1.2%$4.5M
- Utilities0.4%$1.5M
AUM History
13fpro.ai/research/fund/lynch-asset-management-inc-1906719
Conviction and streaks
Concentrating · top 10 = 65.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$107.8MGOOGL
$25.5MAMD
$20.6MCRWD
$15.0MCMI
$13.6MPANW
$11.8MAAPL
$11.5MABBV
$11.4MGS
$10.7MAMZN
$10.2MMETA
$9.9MMSFT
$9.5MAVGO
$7.4MUNH
$6.9METN
$6.0M- VANGUARD$5.5M
FDX
$5.2MNVO
$5.2MMA
$4.9MTSLA
$4.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lynch-asset-management-inc-1906719
Lynch Asset Management, Inc. 13F holdings — Q2 2026
$365.7M portfolio (+22.6% QoQ) · 52 holdings · Q2 2026 13F · top 10 are 65% of the stock portfolio
$107.8M
29.5% of stocks
No changeThis quarter-1.4%Since filed10+ qtrsHeld$25.5M
7.0% of stocks
No changeThis quarter-11.9%Since filed10+ qtrsHeld$20.6M
5.6% of stocks
-0.4%This quarter+8.6%Since filed10+ qtrsHeld$15.0M
4.1% of stocks
No changeThis quarter+26.3%Since filed10+ qtrsHeld$13.6M
3.7% of stocks
+3%This quarter-18.9%Since filed10+ qtrsHeld$11.8M
3.2% of stocks
-1%This quarter+8.6%Since filed10+ qtrsHeld$11.5M
3.1% of stocks
No changeThis quarter+10.1%Since filed10+ qtrsHeld$11.4M
3.1% of stocks
No changeThis quarter+17.6%Since filed10+ qtrsHeld$10.7M
2.9% of stocks
-5%This quarter-13.5%Since filed10+ qtrsHeld$10.2M
2.8% of stocks
No changeThis quarter-8.5%Since filed10+ qtrsHeld
All holdings — Lynch Asset Management, Inc. (Q2 2026)
52 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Meta Platforms, Inc. | Technology | $9.9M | 2.7% | 18K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | MICROSOFT CORP | Technology | $9.5M | 2.6% | 25K | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Broadcom Inc. | Technology | $7.4M | 2.0% | 20K | +6% | 5 qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | UNITEDHEALTH GROUP INC | Healthcare | $6.9M | 1.9% | 17K | -0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Eaton Corp plc | Industrials | $6.0M | 1.6% | 14K | +4% | 5 qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | VANGUARD INDEX FDS - SMALL CAP ETFetf/fund | — | $5.5M | 1.5% | 18K | — | — | — | 13F |
| 17 | FEDEX CORP | Industrials | $5.2M | 1.4% | 17K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | NOVO NORDISK A Sadr | Healthcare | $5.2M | 1.4% | 108K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Mastercard Inc | Financials | $4.9M | 1.3% | 9,575 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Tesla, Inc. | Consumer Discretionary | $4.9M | 1.3% | 12K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | VISA INC. | Financials | $4.5M | 1.2% | 13K | +0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CHEVRON CORP | Energy | $4.5M | 1.2% | 27K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ServiceNow, Inc. | Technology | $4.1M | 1.1% | 42K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Trane Technologies plc | Technology | $4.1M | 1.1% | 8,400 | — | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Walt Disney Co | Communication Services | $4.0M | 1.1% | 42K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $EMR | EMERSON ELECTRIC CO | Industrials | $3.9M | 1.1% | 28K | — | |||
| 27 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.8M | 1.0% | 11K | +16% | |||
| 28 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $3.8M | 1.0% | 13K | +4% | |||
| 29 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.6M | 1.0% | 3,850 | — | |||
| 30 | $JNJ | JOHNSON & JOHNSON | Healthcare | $3.0M | 0.8% | 12K | — | |||
| 31 | $QCOM | QUALCOMM INC/DE | Technology | $2.8M | 0.8% | 15K | -7% | |||
| 32 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $2.5M | 0.7% | 5,450 | — | |||
| 33 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $2.4M | 0.7% | 29K | +14% | |||
| 34 | $SPOT | Spotify Technology S.A. | Communication Services | $2.3M | 0.6% | 5,000 | +43% | |||
| 35 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $1.9M | 0.5% | 19K | -0.7% | |||
| 36 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $1.7M | 0.5% | 50K | — | |||
| 37 | $WM | WASTE MANAGEMENT INC | Utilities | $1.5M | 0.4% | 6,850 | +7% | |||
| 38 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $1.4M | 0.4% | 9,350 | New | |||
| 39 | $LLY | ELI LILLY & Co | Healthcare | $1.3M | 0.4% | 1,100 | — | |||
| 40 | $CI | Cigna Group | Healthcare | $1.3M | 0.4% | 4,750 | -25% | |||
| 41 | $MRK | Merck & Co., Inc. | Healthcare | $1.3M | 0.3% | 10K | — | |||
| 42 | $MCK | MCKESSON CORP | Consumer Staples | $793K | 0.2% | 1,050 | +2000% | |||
| 43 | $GEV | GE Vernova Inc. | Industrials | $587K | 0.2% | 500 | — | |||
| 44 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $222K | 0.1% | 2,574 | +500% | |||
| 45 | $JAKK | JAKKS PACIFIC INC | Consumer Discretionary | $177K | 0.1% | 7,600 | — | |||
| 46 | $NKE | NIKE, Inc. | Consumer Discretionary | $172K | 0.1% | 4,200 | — | |||
| 47 | $WMT | Walmart Inc. | Consumer Staples | $147K | 0.0% | 1,300 | — | |||
| 48 | — | VANGUARD INDEX FDS - VALUE ETF | — | $139K | 0.0% | 639 | — | |||
| 49 | $GOOG | Alphabet Inc. | Technology | $79K | 0.0% | 225 | — | |||
| 50 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $76K | 0.0% | 110 | — | |||
| 51 | $DE | DEERE & CO | Industrials | $63K | 0.0% | 100 | — | |||
| 52 | — | SPDR SERIES TRUST - PRTFLO S&P HI | — | $12K | 0.0% | 250 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 1 new, 12 added to, 8 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
$FDXFFedEx Freight Holding Company, Inc.$1.4M
first bought this quarter
Added to (12)
$MCKMCKESSON CORP+2000%
now $793K · held 4 qtrs
$SPOTSpotify Technology S.A.+43%
now $2.3M · held 10+ qtrs
$HDHOME DEPOT, INC.+16%
now $3.8M · held 10+ qtrs
now $7.4M · held 5 qtrs, 5 adds in a row
now $13.6M · held 10+ qtrs
- VANGUARD STAR FDS - VG TL INTL STK F+14%
now $2.4M
+6 more in the Excel export
Trimmed (8)
now $10.7M · held 10+ qtrs
$CICigna Group-25%
now $1.3M · held 10+ qtrs, 2 trims in a row
$QCOMQUALCOMM INC/DE-7%
now $2.8M · held 10+ qtrs, 2 trims in a row
now $11.8M · held 10+ qtrs
now $20.6M · held 10+ qtrs
now $6.9M · held 10+ qtrs
+2 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F Lynch Asset Management, Inc. has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow Lynch Asset Management?
Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Lynch Asset Management's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+0.2%
Value-weighted move of the 10 largest stock positions
Turnover
0%
Last quarter; 3% over the last 4
Top 10 weight
65%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Lynch Asset Management, Inc. disclosed 52 positions worth $365.7M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 29.5% of the equity portfolio, followed by $GOOGL and $AMD. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $FDXF. The portfolio is most concentrated in Technology (63.9% of disclosed assets). All figures are sourced directly from Lynch Asset Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1906719.
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