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Lynch Asset Management Portfolio holdings

AUM $366M
1-Year Est. Return 40.84%
This Fund
S&P 500
This Quarter Est. Return
+30.53%
1 Year Est. Return
+40.84%
3 Year Est. Return
+189.92%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$366M
AUM Growth
+$67.5M
Cap. Flow
+$3.71M
Cap. Flow %
1.01%
Top 10 Hldgs %
65.06%
Holding
52
New
1
Increased
11
Reduced
8
Closed
–

Top Buys

Rank Stock Value
1
FDXF
FedEx Freight
FDXF
+$1.53M
2
MCK icon
McKesson
MCK
+$793K
3
SPOT icon
Spotify
SPOT
+$715K
4
HD icon
Home Depot
HD
+$488K
5
AVGO icon
Broadcom
AVGO
+$461K

Top Sells

Rank Stock Value
1
GS icon
Goldman Sachs
GS
+$487K
2
CI icon
Cigna
CI
+$438K
3
QCOM icon
Qualcomm
QCOM
+$224K
4
PANW icon
Palo Alto Networks
PANW
+$103K
5
AMD icon
Advanced Micro Devices
AMD
+$51.2K

Sector Composition

Rank Sector Weight
1 Technology 53.11%
2 Communication Services 11.43%
3 Industrials 9.97%
4 Healthcare 8.54%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.56T
$108M 29.47%
538,700
– –
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.14T
$25.5M 6.96%
71,250
– –
AMD icon
3
Advanced Micro Devices
AMD
$780B
$20.6M 5.62%
35,400
-125
-0.4% -$51.2K
CRWD icon
4
CrowdStrike
CRWD
$218B
$15M 4.11%
78,700
– –
CMI icon
5
Cummins
CMI
$77.2B
$13.6M 3.72%
19,050
+500
+3% +$329K
PANW icon
6
Palo Alto Networks
PANW
$272B
$11.8M 3.22%
34,550
-450
-1% -$103K
AAPL icon
7
Apple
AAPL
$4.67T
$11.5M 3.14%
39,700
– –
ABBV icon
8
AbbVie
ABBV
$453B
$11.4M 3.12%
45,350
– –
GS icon
9
Goldman Sachs
GS
$302B
$10.7M 2.91%
10,540
-500
-5% -$487K
AMZN icon
10
Amazon
AMZN
$2.79T
$10.2M 2.78%
42,650
– –
META icon
11
Meta Platforms (Facebook)
META
$1.57T
$9.93M 2.71%
17,625
– –
MSFT icon
12
Microsoft
MSFT
$3.71T
$9.47M 2.59%
25,375
-50
-0.2% -$20.2K
AVGO icon
13
Broadcom
AVGO
$1.7T
$7.44M 2.03%
19,700
+1,150
+6% +$461K
UNH icon
14
UnitedHealth
UNH
$356B
$6.88M 1.88%
16,550
-100
-0.6% -$37.1K
ETN icon
15
Eaton
ETN
$160B
$6.02M 1.65%
14,120
+500
+4% +$202K
VB icon
16
Vanguard Morningstar Small-Cap ETF
VB
$81.1B
$5.5M 1.5%
18,150
– –
FDX icon
17
FedEx
FDX
$76.3B
$5.2M 1.42%
16,600
– –
NVO
18
Novo Nordisk
NVO
$206B
$5.19M 1.42%
108,350
+300
+0.3% +$12.9K
MA icon
19
Mastercard
MA
$507B
$4.92M 1.34%
9,575
– –
TSLA icon
20
Tesla
TSLA
$1.4T
$4.88M 1.33%
11,600
– –
V icon
21
Visa
V
$700B
$4.55M 1.24%
13,250
+100
+0.8% +$32.1K
CVX icon
22
Chevron
CVX
$409B
$4.49M 1.23%
27,100
– –
NOW icon
23
ServiceNow
NOW
$146B
$4.14M 1.13%
41,675
– –
TT icon
24
Trane Technologies
TT
$98.5B
$4.13M 1.13%
8,400
– –
DIS icon
25
Walt Disney
DIS
$182B
$4.03M 1.1%
41,900
– –
1
2 3

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RFG
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WIS
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GMA
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ITIM
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Lynch Asset Management's Q2 2026 Portfolio in Review

As of Q2 2026, Lynch Asset Management held 52 positions worth $366M, up 23% from $298M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 1.9%. Lynch Asset Management opened 1 new position and made no exits, leaving the 52-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 53% of assets, up from 50% a quarter earlier, followed by Communication Services and Industrials.

  • Lynch Asset Management's largest Q2 2026 buy was FedEx Freight: 9,350 shares worth $1.41M.
  • Lynch Asset Management added most to McKesson in Q2 2026, an estimated $793K increase.
  • Lynch Asset Management's biggest Q2 2026 reduction was Goldman Sachs, cutting an estimated $487K.
  • Lynch Asset Management's ten largest holdings make up 65% of its $366M portfolio in Q2 2026.
  • Lynch Asset Management opened 1 new position and closed 0 in Q2 2026.
  • Lynch Asset Management's portfolio value rose 23% quarter-over-quarter to $366M.

Based on Lynch Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.