Filed: 1/24/2025ACC: 0001667731-25-000116
📋 What this filing means
LYNCH ASSET MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $246.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$246.87M
Total AUM (reported)
1.48M
Total Shares
Allocation by class
COM$189.13M76.6%
CL A$20.51M8.3%
CAP STK CL A$13.39M5.4%
ADR$9.20M3.7%
COM CL A$4.20M1.7%
SMALL CP ETF$4.11M1.7%
CL B$2.64M1.1%
Portfolio Concentration
Top 3$95.77M38.8%
4–10$58.72M23.8%
11–25$64.31M26.1%
Rest$28.07M11.4%
Top 3 weight
38.8%
Top 10 weight
62.6%
Voting Authority Distribution
Total shares with voting rights: 1.48M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.48M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole42
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings42
Rows:
NVIDIA CORPORATION
SOLEShares536.25K
TypeSH
Market value$72.01M
29.17%
Sole
0.00
Shared
0.00
None
536.25K
ALPHABET INC
SOLEShares70.75K
TypeSH
Market value$13.39M
5.43%
Sole
0.00
Shared
0.00
None
70.75K
META PLATFORMS INC
SOLEShares17.70K
TypeSH
Market value$10.36M
4.20%
Sole
0.00
Shared
0.00
None
17.70K
APPLE INC
SOLEShares38.83K
TypeSH
Market value$9.72M
3.94%
Sole
0.00
Shared
0.00
None
38.83K
NOVO-NORDISK A S
SOLEShares106.95K
TypeSH
Market value$9.20M
3.73%
Sole
0.00
Shared
0.00
None
106.95K
AMAZON COM INC
SOLEShares41.90K
TypeSH
Market value$9.19M
3.72%
Sole
0.00
Shared
0.00
None
41.90K
SERVICENOW INC
SOLEShares8.07K
TypeSH
Market value$8.56M
3.47%
Sole
0.00
Shared
0.00
None
8.07K
ABBVIE INC
SOLEShares45.85K
TypeSH
Market value$8.15M
3.30%
Sole
0.00
Shared
0.00
None
45.85K
MICROSOFT CORP
SOLEShares17.95K
TypeSH
Market value$7.57M
3.06%
Sole
0.00
Shared
0.00
None
17.95K
GOLDMAN SACHS GROUP INC
SOLEShares11.05K
TypeSH
Market value$6.33M
2.56%
Sole
0.00
Shared
0.00
None
11.05K
CUMMINS INC
SOLEShares17.55K
TypeSH
Market value$6.12M
2.48%
Sole
0.00
Shared
0.00
None
17.55K
UNITEDHEALTH GROUP INC
SOLEShares11.45K
TypeSH
Market value$5.79M
2.35%
Sole
0.00
Shared
0.00
None
11.45K
CROWDSTRIKE HLDGS INC
SOLEShares15.47K
TypeSH
Market value$5.29M
2.14%
Sole
0.00
Shared
0.00
None
15.47K
FEDEX CORP
SOLEShares17.55K
TypeSH
Market value$4.94M
2.00%
Sole
0.00
Shared
0.00
None
17.55K
DISNEY WALT CO
SOLEShares42.67K
TypeSH
Market value$4.75M
1.92%
Sole
0.00
Shared
0.00
None
42.67K
ADVANCED MICRO DEVICES INC
SOLEShares35.48K
TypeSH
Market value$4.29M
1.74%
Sole
0.00
Shared
0.00
None
35.48K
PALO ALTO NETWORKS INC
SOLEShares23.20K
TypeSH
Market value$4.22M
1.71%
Sole
0.00
Shared
0.00
None
23.20K
VISA INC
SOLEShares13.30K
TypeSH
Market value$4.20M
1.70%
Sole
0.00
Shared
0.00
None
13.30K
VANGUARD INDEX FDS
SOLEShares17.09K
TypeSH
Market value$4.11M
1.66%
Sole
0.00
Shared
0.00
None
17.09K
CHEVRON CORP NEW
SOLEShares27.10K
TypeSH
Market value$3.93M
1.59%
Sole
0.00
Shared
0.00
None
27.10K
EMERSON ELEC CO
SOLEShares30K
TypeSH
Market value$3.72M
1.51%
Sole
0.00
Shared
0.00
None
30K
MASTERCARD INCORPORATED
SOLEShares6.92K
TypeSH
Market value$3.65M
1.48%
Sole
0.00
Shared
0.00
None
6.92K
QUALCOMM INC
SOLEShares20.90K
TypeSH
Market value$3.21M
1.30%
Sole
0.00
Shared
0.00
None
20.90K
INTERNATIONAL BUSINESS MACHS
SOLEShares14.05K
TypeSH
Market value$3.09M
1.25%
Sole
0.00
Shared
0.00
None
14.05K
CHIPOTLE MEXICAN GRILL INC
SOLEShares50K
TypeSH
Market value$3.02M
1.22%
Sole
0.00
Shared
0.00
None
50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 536.25K | SH | $72.01M 29.17% | 0.00 | 0.00 | 536.25K |
ALPHABET INCSOLE | CAP STK CL A | 70.75K | SH | $13.39M 5.43% | 0.00 | 0.00 | 70.75K |
META PLATFORMS INCSOLE | CL A | 17.70K | SH | $10.36M 4.20% | 0.00 | 0.00 | 17.70K |
APPLE INCSOLE | COM | 38.83K | SH | $9.72M 3.94% | 0.00 | 0.00 | 38.83K |
NOVO-NORDISK A SSOLE | ADR | 106.95K | SH | $9.20M 3.73% | 0.00 | 0.00 | 106.95K |
AMAZON COM INCSOLE | COM | 41.90K | SH | $9.19M 3.72% | 0.00 | 0.00 | 41.90K |
SERVICENOW INCSOLE | COM | 8.07K | SH | $8.56M 3.47% | 0.00 | 0.00 | 8.07K |
ABBVIE INCSOLE | COM | 45.85K | SH | $8.15M 3.30% | 0.00 | 0.00 | 45.85K |
MICROSOFT CORPSOLE | COM | 17.95K | SH | $7.57M 3.06% | 0.00 | 0.00 | 17.95K |
GOLDMAN SACHS GROUP INCSOLE | COM | 11.05K | SH | $6.33M 2.56% | 0.00 | 0.00 | 11.05K |
CUMMINS INCSOLE | COM | 17.55K | SH | $6.12M 2.48% | 0.00 | 0.00 | 17.55K |
UNITEDHEALTH GROUP INCSOLE | COM | 11.45K | SH | $5.79M 2.35% | 0.00 | 0.00 | 11.45K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 15.47K | SH | $5.29M 2.14% | 0.00 | 0.00 | 15.47K |
FEDEX CORPSOLE | COM | 17.55K | SH | $4.94M 2.00% | 0.00 | 0.00 | 17.55K |
DISNEY WALT COSOLE | COM | 42.67K | SH | $4.75M 1.92% | 0.00 | 0.00 | 42.67K |
ADVANCED MICRO DEVICES INCSOLE | COM | 35.48K | SH | $4.29M 1.74% | 0.00 | 0.00 | 35.48K |
PALO ALTO NETWORKS INCSOLE | COM | 23.20K | SH | $4.22M 1.71% | 0.00 | 0.00 | 23.20K |
VISA INCSOLE | COM CL A | 13.30K | SH | $4.20M 1.70% | 0.00 | 0.00 | 13.30K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 17.09K | SH | $4.11M 1.66% | 0.00 | 0.00 | 17.09K |
CHEVRON CORP NEWSOLE | COM | 27.10K | SH | $3.93M 1.59% | 0.00 | 0.00 | 27.10K |
EMERSON ELEC COSOLE | COM | 30K | SH | $3.72M 1.51% | 0.00 | 0.00 | 30K |
MASTERCARD INCORPORATEDSOLE | CL A | 6.92K | SH | $3.65M 1.48% | 0.00 | 0.00 | 6.92K |
QUALCOMM INCSOLE | COM | 20.90K | SH | $3.21M 1.30% | 0.00 | 0.00 | 20.90K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 14.05K | SH | $3.09M 1.25% | 0.00 | 0.00 | 14.05K |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 50K | SH | $3.02M 1.22% | 0.00 | 0.00 | 50K |
Page 1 of 2