Lynch Asset Management, Inc.

CIK 0001906719 · YARDLEY, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Lynch Asset Management, Inc. reported 52 positions worth $365.7M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: NVDA (29.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$365.7M
2026 Q2
Positions
52
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.1%
Est. Net Flow (Q)
2026 Q2
10 / 52 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$107.8M29.47%538,700
2GOOGLALPHABET INCSH$25.5M6.96%71,250
3AMDADVANCED MICRO DEVICES INCSH$20.6M5.62%35,400
4CRWDCROWDSTRIKE HLDGS INCSH$15.0M4.11%19,675
5CMICUMMINS INCSH$13.6M3.72%19,050
6PANWPALO ALTO NETWORKS INCSH$11.8M3.22%34,550
7AAPLAPPLE INCSH$11.5M3.14%39,700
8ABBVABBVIE INCSH$11.4M3.12%45,350
9GSGOLDMAN SACHS GROUP INCSH$10.7M2.91%10,540
10AMZNAMAZON.COM INCSH$10.2M2.78%42,650

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Lynch Asset Management, Inc. hold as of Q2 2026?

Lynch Asset Management, Inc. reported 52 positions worth $365.7M in its Q2 2026 13F filing. Largest positions: NVDA (29.5%), GOOGL (7.0%), AMD (5.6%), CRWD (4.1%) and CMI (3.7%).

What did Lynch Asset Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Lynch Asset Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.