Lynch Asset Management, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001906719

Type: FundHoldings: 44Value: $222.8MLatest: 2025Q1

Lynch Asset Management, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 44 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

Search and click to pin securities to the top

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NVIDIA CORP

NVDA|67066G104

Shares:536.4K

Value:$58.1M

% of Portfolio:26.1% ($58.1M/$222.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:71.0K

Value:$11.0M

% of Portfolio:4.9% ($11.0M/$222.8M)

Meta Platforms, Inc.

META|30303M102

Shares:17.7K

Value:$10.2M

% of Portfolio:4.6% ($10.2M/$222.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:45.9K

Value:$9.6M

% of Portfolio:4.3% ($9.6M/$222.8M)

Apple Inc.

AAPL|037833100

Shares:38.7K

Value:$8.6M

% of Portfolio:3.9% ($8.6M/$222.8M)

AMAZON COM INC

AMZN|023135106

Shares:42.1K

Value:$8.0M

% of Portfolio:3.6% ($8.0M/$222.8M)

NOVO NORDISK A S

NVO|670100205

Shares:108.1K

Value:$7.5M

% of Portfolio:3.4% ($7.5M/$222.8M)

MICROSOFT CORP

MSFT|594918104

Shares:18.0K

Value:$6.7M

% of Portfolio:3.0% ($6.7M/$222.8M)

ServiceNow, Inc.

NOW|81762P102

Shares:8.1K

Value:$6.4M

% of Portfolio:2.9% ($6.4M/$222.8M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:11.1K

Value:$6.0M

% of Portfolio:2.7% ($6.0M/$222.8M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:11.4K

Value:$6.0M

% of Portfolio:2.7% ($6.0M/$222.8M)

CUMMINS INC

CMI|231021106

Shares:17.8K

Value:$5.6M

% of Portfolio:2.5% ($5.6M/$222.8M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:15.5K

Value:$5.5M

% of Portfolio:2.4% ($5.5M/$222.8M)

VISA INC.

V|92826C839

Shares:13.3K

Value:$4.7M

% of Portfolio:2.1% ($4.7M/$222.8M)

CHEVRON CORP

CVX|166764100

Shares:27.1K

Value:$4.5M

% of Portfolio:2.0% ($4.5M/$222.8M)

FEDEX CORP

FDX|31428X106

Shares:17.4K

Value:$4.3M

% of Portfolio:1.9% ($4.3M/$222.8M)

Walt Disney Co

DIS|254687106

Shares:42.5K

Value:$4.2M

% of Portfolio:1.9% ($4.2M/$222.8M)

Palo Alto Networks Inc

PANW|697435105

Shares:23.2K

Value:$4.0M

% of Portfolio:1.8% ($4.0M/$222.8M)

Mastercard Inc

MA|57636Q104

Shares:6.9K

Value:$3.8M

% of Portfolio:1.7% ($3.8M/$222.8M)

922908751

VB|922908751

Shares:17.1K

Value:$3.8M

% of Portfolio:1.7% ($3.8M/$222.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	536.4K	QoQ +0.01% (-100) YoY +876.95% (+481.4K)	All Managers (Combined)	$58.1M	26.1% ($58.1M/$222.8M)	QoQ -19.27% (-$13.9M) YoY +17.18% (+$8.5M)
Alphabet Inc.(GOOGLcusip02079K305)	71.0K	QoQ +0.35% (-250) YoY -1.18% (-850)	All Managers (Combined)	$11.0M	4.9% ($11.0M/$222.8M)	QoQ -18.02% (-$2.4M) YoY +1.24% (-$135.1K)
Meta Platforms, Inc.(METAcusip30303M102)	17.7K	QoQ -0.14% (-25) YoY -0.42% (-75)	All Managers (Combined)	$10.2M	4.6% ($10.2M/$222.8M)	QoQ -1.70% (-$176.4K) YoY +18.19% (-$1.6M)
AbbVie Inc.(ABBVcusip00287Y109)	45.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$9.6M	4.3% ($9.6M/$222.8M)	QoQ +17.90% (+$1.5M) YoY +15.05% (+$1.3M)
Apple Inc.(AAPLcusip037833100)	38.7K	QoQ -0.25% (-100) YoY -0.62% (-245)	All Managers (Combined)	$8.6M	3.9% ($8.6M/$222.8M)	QoQ -11.52% (-$1.1M) YoY +28.72% (-$1.9M)
AMAZON COM INC(AMZNcusip023135106)	42.1K	QoQ +0.59% (-250) YoY -1.74% (-750)	All Managers (Combined)	$8.0M	3.6% ($8.0M/$222.8M)	QoQ -12.76% (-$1.2M) YoY +3.63% (-$281.2K)
NOVO NORDISK A S(NVOcusip670100205)	108.1K	QoQ +1.07% (-1.1K) YoY +1.21% (-1.3K)	All Managers (Combined)	$7.5M	3.4% ($7.5M/$222.8M)	QoQ -18.40% (-$1.7M) YoY -45.26% (-$6.2M)
MICROSOFT CORP(MSFTcusip594918104)	18.0K	QoQ +0.13% (-25) YoY +0.70% (-125)	All Managers (Combined)	$6.7M	3.0% ($6.7M/$222.8M)	QoQ -10.81% (-$818.3K) YoY -10.14% (-$762.2K)
ServiceNow, Inc.(NOWcusip81762P102)	8.1K	QoQ 0.00% (-0) YoY -0.30% (-25)	All Managers (Combined)	$6.4M	2.9% ($6.4M/$222.8M)	QoQ -24.90% (-$2.1M) YoY +4.10% (-$253.4K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	11.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$6.0M	2.7% ($6.0M/$222.8M)	QoQ -4.59% (-$290.9K) YoY +30.78% (+$1.4M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	11.4K	QoQ 0.00% (+0) YoY +0.43% (+50)	All Managers (Combined)	$6.0M	2.7% ($6.0M/$222.8M)	QoQ +3.53% (+$204.8K) YoY +6.33% (+$357.4K)
CUMMINS INC(CMIcusip231021106)	17.8K	QoQ +1.13% (-200) YoY -1.66% (-300)	All Managers (Combined)	$5.6M	2.5% ($5.6M/$222.8M)	QoQ -9.06% (-$554.4K) YoY +4.60% (-$245.1K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	15.5K	QoQ 0.00% (+0) YoY -0.96% (-150)	All Managers (Combined)	$5.5M	2.4% ($5.5M/$222.8M)	QoQ +3.04% (+$161.3K) YoY +8.92% (-$447.0K)
VISA INC.(Vcusip92826C839)	13.3K	QoQ 0.00% (+0) YoY +0.75% (+100)	All Managers (Combined)	$4.7M	2.1% ($4.7M/$222.8M)	QoQ +10.89% (+$457.8K) YoY +26.52% (+$977.3K)
CHEVRON CORP(CVXcusip166764100)	27.1K	QoQ 0.00% (+0) YoY -0.18% (-50)	All Managers (Combined)	$4.5M	2.0% ($4.5M/$222.8M)	QoQ +15.49% (+$608.4K) YoY +5.85% (-$250.9K)
FEDEX CORP(FDXcusip31428X106)	17.4K	QoQ -0.56% (-100) YoY +0.86% (-150)	All Managers (Combined)	$4.3M	1.9% ($4.3M/$222.8M)	QoQ -13.84% (-$683.4K) YoY -15.13% (-$758.5K)
Walt Disney Co(DIScusip254687106)	42.5K	QoQ -0.35% (-150) YoY +16.10% (-5.9K)	All Managers (Combined)	$4.2M	1.9% ($4.2M/$222.8M)	QoQ -11.67% (-$554.6K) YoY -6.34% (-$284.2K)
Palo Alto Networks Inc(PANWcusip697435105)	23.2K	QoQ 0.00% (-0) YoY +100.00% (+11.6K)	All Managers (Combined)	$4.0M	1.8% ($4.0M/$222.8M)	QoQ -6.22% (-$262.6K) YoY +20.11% (+$662.9K)
Mastercard Inc(MAcusip57636Q104)	6.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.8M	1.7% ($3.8M/$222.8M)	QoQ +4.09% (+$149.2K) YoY +13.81% (+$460.9K)
(VBcusip922908751)	17.1K	QoQ 0.00% (-0) YoY +13.90% (+2.1K)	All Managers (Combined)	$3.8M	1.7% ($3.8M/$222.8M)	QoQ -7.71% (-$316.6K) YoY +10.49% (+$359.7K)