Lynch-Asset-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "GOOGL",
  "CMI",
  "HD",
  "QCOM",
  "EMR",
  "META",
  "BPRN",
  "MA",
  "MSFT",
  "PANW",
  "PYPL",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "GEHC",
  "PFE",
  "MRK",
  "NOW",
  "IBM",
  "SBUX",
  "CI",
  "ULTA",
  "TT",
  "AMD",
  "AVB",
  "NVO",
  "AMZN",
  "VXUS",
  "VB",
  "V",
  "SPOT",
  "FDX",
  "CVX",
  "CMG",
  "C",
  "CMCSA",
  "COST",
  "CRWD",
  "NKE",
  "DIS",
  "JNJ",
  "TSLA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 44
Total Value: 222790749
Accession Number: 0001667731-25-000446
Form Type: 13F-HR
CIK: lynch-asset-management
Manager Name: Lynch-Asset-Management

Data Enrichment

100% identified

44 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

44 positions • $222.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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Princeton Bancorp, Inc.

BPRN|74179A107

Shares:16.9K

Value:$517.7K

% of Portfolio:0.2% ($517.7K/$222.8M)

CITIGROUP INC

C|172967424

Shares:5.0K

Value:$354.9K

% of Portfolio:0.2% ($354.9K/$222.8M)

Trane Technologies plc

TT|G8994E103

Shares:1.0K

Value:$336.9K

% of Portfolio:0.2% ($336.9K/$222.8M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:2.5K

Value:$201.8K

% of Portfolio:0.1% ($201.8K/$222.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Princeton Bancorp, Inc.(BPRNcusip74179A107)	16.9K	QoQ NEW(+16.9K) YoY NEW(+16.9K)	All Managers (Combined)	$517.7K	0.2% ($517.7K/$222.8M)	QoQ NEW(+$517.7K) YoY NEW(+$517.7K)
CITIGROUP INC(Ccusip172967424)	5.0K	QoQ 0.00% (+0) YoY -1.96% (-100)	All Managers (Combined)	$354.9K	0.2% ($354.9K/$222.8M)	QoQ +0.85% (+$3.0K) YoY +10.05% (-$32.4K)
Trane Technologies plc(TTcusipG8994E103)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$336.9K	0.2% ($336.9K/$222.8M)	QoQ NEW(+$336.9K) YoY NEW(+$336.9K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	2.5K	QoQ NEW(+2.5K) YoY 0.00% (-0)	All Managers (Combined)	$201.8K	0.1% ($201.8K/$222.8M)	QoQ NEW(+$201.8K) YoY -11.21% (-$25.5K)