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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
NVDA icon
1
NVIDIA
NVDA
$5.06T
$100M 32.11%
537,900
+800
+0.1% +$139K
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$3.88T
$17.3M 5.52%
71,000
– –
META icon
3
Meta Platforms (Facebook)
META
$1.54T
$12.9M 4.12%
17,525
-150
-0.8% -$112K
ABBV icon
4
AbbVie
ABBV
$454B
$10.6M 3.4%
45,850
– –
MSFT icon
5
Microsoft
MSFT
$2.83T
$10.4M 3.34%
20,125
+100
+0.5% +$51K
AAPL icon
6
Apple
AAPL
$4.72T
$9.99M 3.2%
39,225
+100
+0.3% +$22.6K
AMZN icon
7
Amazon
AMZN
$2.51T
$9.31M 2.98%
42,400
+250
+0.6% +$56.6K
CRWD icon
8
CrowdStrike
CRWD
$187B
$9.29M 2.97%
75,800
+12,400
+20% +$1.41M
GS icon
9
Goldman Sachs
GS
$317B
$8.8M 2.82%
11,050
– –
CMI icon
10
Cummins
CMI
$91.8B
$7.79M 2.49%
18,450
– –
NOW icon
11
ServiceNow
NOW
$94.8B
$7.5M 2.4%
40,775
+400
+1% +$74.7K
NVO
12
Novo Nordisk
NVO
$213B
$6.03M 1.93%
108,700
– –
AVGO icon
13
Broadcom
AVGO
$1.87T
$5.94M 1.9%
18,000
+1,100
+7% +$337K
AMD icon
14
Advanced Micro Devices
AMD
$880B
$5.85M 1.87%
36,150
-250
-0.7% -$40.3K
PANW icon
15
Palo Alto Networks
PANW
$265B
$5.43M 1.74%
26,650
+2,550
+11% +$488K
MA icon
16
Mastercard
MA
$469B
$5.39M 1.72%
9,475
+50
+0.5% +$28.7K
TSLA icon
17
Tesla
TSLA
$1.2T
$5.16M 1.65%
11,600
+100
+0.9% +$34.7K
UNH icon
18
UnitedHealth
UNH
$385B
$5.11M 1.64%
14,800
+300
+2% +$90.7K
ETN icon
19
Eaton
ETN
$161B
$4.94M 1.58%
13,200
+2,200
+20% +$800K
DIS icon
20
Walt Disney
DIS
$161B
$4.91M 1.57%
42,900
+225
+0.5% +$26.5K
VB icon
21
Vanguard Small-Cap ETF
VB
$79.3B
$4.6M 1.47%
18,100
+265
+1% +$65.7K
V icon
22
Visa
V
$669B
$4.4M 1.41%
12,900
-400
-3% -$138K
CVX icon
23
Chevron
CVX
$387B
$4.21M 1.35%
27,100
– –
FDX icon
24
FedEx
FDX
$74.7B
$3.97M 1.27%
16,850
-800
-5% -$184K
IBM icon
25
IBM
IBM
$194B
$3.67M 1.17%
13,000
-800
-6% -$209K
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.