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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
DE icon
51
Deere & Co
DE
$187B
$63.4K 0.02%
100
– –
SPYD icon
52
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.64B
$11.9K ﹤0.01%
250
– –
1 2
3

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WIS
Wright Investors Service Shelton, Connecticut $366M AUM 48.19% 1-Year Est. Return
GMA
Glassy Mountain Advisors Bethesda, Maryland $366M AUM 31.56% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
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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.