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LAM

Lynch Asset Management Portfolio holdings

AUM $298M
1-Year Est. Return 33.83%
This Fund
S&P 500
This Quarter Est. Return
+11.56%
1 Year Est. Return
+33.83%
3 Year Est. Return
+155.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$313M
AUM Growth
+$29.1M
Cap. Flow
+$948K
Cap. Flow %
0.3%
Top 10 Hldgs %
62.94%
Holding
60
New
4
Increased
18
Reduced
11
Closed
4

Top Buys

Rank Stock Value
1
CRWD icon
CrowdStrike
CRWD
+$1.41M
2
ETN icon
Eaton
ETN
+$800K
3
LLY icon
Eli Lilly
LLY
+$744K
4
PANW icon
Palo Alto Networks
PANW
+$488K
5
AVGO icon
Broadcom
AVGO
+$337K

Top Sells

Rank Stock Value
1
NKE icon
Nike
NKE
+$1.58M
2
QCOM icon
Qualcomm
QCOM
+$650K
3
EMR icon
Emerson Electric
EMR
+$341K
4
C icon
Citigroup
C
+$237K
5
IBM icon
IBM
IBM
+$209K

Sector Composition

Rank Sector Weight
1 Technology 51.59%
2 Communication Services 12.01%
3 Healthcare 9.4%
4 Consumer Discretionary 8.05%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DE icon
51
Deere & Co
DE
$160B
$45.7K 0.01%
+100
New +$49.3K
MCK icon
52
McKesson
MCK
$100B
$38.6K 0.01%
+50
New +$35.2K
DUK icon
53
Duke Energy
DUK
$97.8B
$30.9K 0.01%
250
– –
DKNG icon
54
DraftKings
DKNG
$11.6B
$29.9K 0.01%
800
– –
PK icon
55
Park Hotels & Resorts
PK
$3.03B
$13.3K ﹤0.01%
1,200
– –
SPYD icon
56
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.62B
$11K ﹤0.01%
250
– –
GEHC icon
57
GE HealthCare
GEHC
$30.7B
– –
-2,500
Closed -$185K
OGE icon
58
OGE Energy
OGE
$9.78B
– –
-800
Closed -$35.5K
SCHF icon
59
Schwab International Equity ETF
SCHF
$66.6B
– –
-2,004
Closed -$44.3K
XOM icon
60
ExxonMobil
XOM
$644B
– –
-350
Closed -$37.7K
1 2
3

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Lynch Asset Management's Q3 2025 Portfolio in Review

As of Q3 2025, Lynch Asset Management held 60 positions worth $313M, up 10% from $283M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Lynch Asset Management's Q3 2025 filing shows 4 new, 18 increased, 11 reduced and 4 closed positions. Its largest new stake was Eli Lilly: 1,000 shares worth $763K. The largest sale was Nike, an estimated $1.58M.

By sector, the portfolio is most concentrated in Technology at 52% of assets, up from 50% a quarter earlier, followed by Communication Services and Healthcare.

  • Lynch Asset Management's largest Q3 2025 buy was Eli Lilly: 1,000 shares worth $763K.
  • Lynch Asset Management added most to CrowdStrike in Q3 2025, an estimated $1.41M increase.
  • Lynch Asset Management's biggest Q3 2025 reduction was Nike, cutting an estimated $1.58M.
  • Lynch Asset Management fully exited GE HealthCare in Q3 2025, selling an estimated $185K.
  • Lynch Asset Management's ten largest holdings make up 63% of its $313M portfolio in Q3 2025.
  • Lynch Asset Management opened 4 new positions and closed 4 in Q3 2025.
  • Lynch Asset Management's portfolio value rose 10% quarter-over-quarter to $313M.

Based on Lynch Asset Management's 13F filing for Q3 2025, filed 27 Oct 2025.