We are live on ! Find out more
LAM

Lynch Asset Management Portfolio holdings

AUM $298M
1-Year Est. Return 33.83%
This Fund
S&P 500
This Quarter Est. Return
+24.04%
1 Year Est. Return
+33.83%
3 Year Est. Return
+155.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$283M
AUM Growth
+$60.7M
Cap. Flow
+$15.8M
Cap. Flow %
5.58%
Top 10 Hldgs %
60.1%
Holding
59
New
15
Increased
19
Reduced
2
Closed
3

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$3.67M
2
ETN icon
Eaton
ETN
+$3.39M
3
TT icon
Trane Technologies
TT
+$2.76M
4
TSLA icon
Tesla
TSLA
+$1.51M
5
HD icon
Home Depot
HD
+$1.45M

Top Sells

Rank Stock Value
1
CMCSA icon
Comcast
CMCSA
+$1.18M
2
PYPL icon
PayPal
PYPL
+$803K
3
NKE icon
Nike
NKE
+$540K
4
BPRN icon
Princeton Bancorp
BPRN
+$518K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$162K

Sector Composition

Rank Sector Weight
1 Technology 49.87%
2 Communication Services 11.83%
3 Healthcare 9.73%
4 Consumer Discretionary 8.93%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.14T
$84.9M 29.93%
537,100
+750
+0.1% +$94.4K
META icon
2
Meta Platforms (Facebook)
META
$1.59T
$13M 4.6%
17,675
– –
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.17T
$12.5M 4.41%
71,000
– –
MSFT icon
4
Microsoft
MSFT
$2.9T
$9.96M 3.51%
20,025
+2,050
+11% +$890K
AMZN icon
5
Amazon
AMZN
$2.63T
$9.25M 3.26%
42,150
– –
ABBV icon
6
AbbVie
ABBV
$448B
$8.51M 3%
45,850
– –
NOW icon
7
ServiceNow
NOW
$98.4B
$8.3M 2.93%
40,375
– –
CRWD icon
8
CrowdStrike
CRWD
$192B
$8.07M 2.85%
63,400
+1,500
+2% +$163K
AAPL icon
9
Apple
AAPL
$4.79T
$8.03M 2.83%
39,125
+400
+1% +$80.8K
GS icon
10
Goldman Sachs
GS
$324B
$7.82M 2.76%
11,050
– –
NVO
11
Novo Nordisk
NVO
$213B
$7.5M 2.65%
108,700
+600
+0.6% +$40.8K
CMI icon
12
Cummins
CMI
$91.2B
$6.04M 2.13%
18,450
+700
+4% +$217K
MA icon
13
Mastercard
MA
$470B
$5.3M 1.87%
9,425
+2,500
+36% +$1.38M
DIS icon
14
Walt Disney
DIS
$166B
$5.29M 1.87%
42,675
+150
+0.4% +$15.6K
AMD icon
15
Advanced Micro Devices
AMD
$901B
$5.17M 1.82%
36,400
+700
+2% +$76.2K
PANW icon
16
Palo Alto Networks
PANW
$273B
$4.93M 1.74%
24,100
+900
+4% +$167K
V icon
17
Visa
V
$672B
$4.72M 1.67%
13,300
– –
AVGO icon
18
Broadcom
AVGO
$1.89T
$4.66M 1.64%
+16,900
New +$3.67M
UNH icon
19
UnitedHealth
UNH
$392B
$4.52M 1.6%
14,500
+3,050
+27% +$1.17M
VB icon
20
Vanguard Small-Cap ETF
VB
$79.7B
$4.23M 1.49%
17,835
+750
+4% +$167K
IBM icon
21
IBM
IBM
$193B
$4.07M 1.44%
13,800
– –
FDX icon
22
FedEx
FDX
$75.9B
$4.01M 1.42%
17,650
+200
+1% +$43.8K
EMR icon
23
Emerson Electric
EMR
$78.2B
$4M 1.41%
30,000
– –
ETN icon
24
Eaton
ETN
$158B
$3.93M 1.39%
+11,000
New +$3.39M
CVX icon
25
Chevron
CVX
$384B
$3.88M 1.37%
27,100
– –
1
2 3

Similar funds

CC
Congruence Capital Los Angeles, California $298M AUM
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
AA
Armor Advisors New York $298M AUM 46.97% 1-Year Est. Return
SICM
Sustainable Insight Capital Management New York $298M AUM 20.03% 1-Year Est. Return
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw $298M AUM 37.53% 1-Year Est. Return

Lynch Asset Management's Q2 2025 Portfolio in Review

As of Q2 2025, Lynch Asset Management held 59 positions worth $283M, up 27% from $223M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Lynch Asset Management deployed $15.8M of net new capital in Q2 2025, opening 15 new positions and adding to 19 existing holdings. Its largest new stake was Broadcom: 16,900 shares worth $4.66M.

By sector, the portfolio is most concentrated in Technology at 50% of assets, up from 45% a quarter earlier, followed by Communication Services and Healthcare.

On the sell side, the largest reduction was Nike, an estimated $540K trimmed.

  • Lynch Asset Management's largest Q2 2025 buy was Broadcom: 16,900 shares worth $4.66M.
  • Lynch Asset Management added most to Trane Technologies in Q2 2025, an estimated $2.76M increase.
  • Lynch Asset Management's biggest Q2 2025 reduction was Nike, cutting an estimated $540K.
  • Lynch Asset Management fully exited Comcast in Q2 2025, selling an estimated $1.18M.
  • Lynch Asset Management's ten largest holdings make up 60% of its $283M portfolio in Q2 2025.
  • Lynch Asset Management opened 15 new positions and closed 3 in Q2 2025.
  • Lynch Asset Management's portfolio value rose 27% quarter-over-quarter to $283M.

Based on Lynch Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.