Filed: 4/16/2025ACC: 0001667731-25-000446
📋 What this filing means
LYNCH ASSET MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $222.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$222.79M
Total AUM (reported)
1.50M
Total Shares
Allocation by class
COM$168.49M75.6%
CL A$20.62M9.3%
CAP STK CL A$10.98M4.9%
ADR$7.51M3.4%
COM CL A$4.66M2.1%
SMALL CP ETF$3.79M1.7%
SHS$2.26M1.0%
Portfolio Concentration
Top 3$79.30M35.6%
4–10$52.95M23.8%
11–25$63.09M28.3%
Rest$27.45M12.3%
Top 3 weight
35.6%
Top 10 weight
59.4%
Voting Authority Distribution
Total shares with voting rights: 1.50M
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
1.50M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole44
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings44
Rows:
NVIDIA CORPORATION
SOLEShares536.35K
TypeSH
Market value$58.13M
26.09%
Sole
0.00
Shared
0.00
None
536.35K
ALPHABET INC
SOLEShares71K
TypeSH
Market value$10.98M
4.93%
Sole
0.00
Shared
0.00
None
71K
META PLATFORMS INC
SOLEShares17.68K
TypeSH
Market value$10.19M
4.57%
Sole
0.00
Shared
0.00
None
17.68K
ABBVIE INC
SOLEShares45.85K
TypeSH
Market value$9.61M
4.31%
Sole
0.00
Shared
0.00
None
45.85K
APPLE INC
SOLEShares38.73K
TypeSH
Market value$8.60M
3.86%
Sole
0.00
Shared
0.00
None
38.73K
AMAZON COM INC
SOLEShares42.15K
TypeSH
Market value$8.02M
3.60%
Sole
0.00
Shared
0.00
None
42.15K
NOVO-NORDISK A S
SOLEShares108.10K
TypeSH
Market value$7.51M
3.37%
Sole
0.00
Shared
0.00
None
108.10K
MICROSOFT CORP
SOLEShares17.98K
TypeSH
Market value$6.75M
3.03%
Sole
0.00
Shared
0.00
None
17.98K
SERVICENOW INC
SOLEShares8.07K
TypeSH
Market value$6.43M
2.89%
Sole
0.00
Shared
0.00
None
8.07K
GOLDMAN SACHS GROUP INC
SOLEShares11.05K
TypeSH
Market value$6.04M
2.71%
Sole
0.00
Shared
0.00
None
11.05K
UNITEDHEALTH GROUP INC
SOLEShares11.45K
TypeSH
Market value$6.00M
2.69%
Sole
0.00
Shared
0.00
None
11.45K
CUMMINS INC
SOLEShares17.75K
TypeSH
Market value$5.56M
2.50%
Sole
0.00
Shared
0.00
None
17.75K
CROWDSTRIKE HLDGS INC
SOLEShares15.47K
TypeSH
Market value$5.46M
2.45%
Sole
0.00
Shared
0.00
None
15.47K
VISA INC
SOLEShares13.30K
TypeSH
Market value$4.66M
2.09%
Sole
0.00
Shared
0.00
None
13.30K
CHEVRON CORP NEW
SOLEShares27.10K
TypeSH
Market value$4.53M
2.03%
Sole
0.00
Shared
0.00
None
27.10K
FEDEX CORP
SOLEShares17.45K
TypeSH
Market value$4.25M
1.91%
Sole
0.00
Shared
0.00
None
17.45K
DISNEY WALT CO
SOLEShares42.52K
TypeSH
Market value$4.20M
1.88%
Sole
0.00
Shared
0.00
None
42.52K
PALO ALTO NETWORKS INC
SOLEShares23.20K
TypeSH
Market value$3.96M
1.78%
Sole
0.00
Shared
0.00
None
23.20K
MASTERCARD INCORPORATED
SOLEShares6.92K
TypeSH
Market value$3.80M
1.70%
Sole
0.00
Shared
0.00
None
6.92K
VANGUARD INDEX FDS
SOLEShares17.09K
TypeSH
Market value$3.79M
1.70%
Sole
0.00
Shared
0.00
None
17.09K
ADVANCED MICRO DEVICES INC
SOLEShares35.70K
TypeSH
Market value$3.67M
1.65%
Sole
0.00
Shared
0.00
None
35.70K
INTERNATIONAL BUSINESS MACHS
SOLEShares13.80K
TypeSH
Market value$3.43M
1.54%
Sole
0.00
Shared
0.00
None
13.80K
THE CIGNA GROUP
SOLEShares10K
TypeSH
Market value$3.29M
1.48%
Sole
0.00
Shared
0.00
None
10K
EMERSON ELEC CO
SOLEShares30K
TypeSH
Market value$3.29M
1.48%
Sole
0.00
Shared
0.00
None
30K
QUALCOMM INC
SOLEShares20.90K
TypeSH
Market value$3.21M
1.44%
Sole
0.00
Shared
0.00
None
20.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 536.35K | SH | $58.13M 26.09% | 0.00 | 0.00 | 536.35K |
ALPHABET INCSOLE | CAP STK CL A | 71K | SH | $10.98M 4.93% | 0.00 | 0.00 | 71K |
META PLATFORMS INCSOLE | CL A | 17.68K | SH | $10.19M 4.57% | 0.00 | 0.00 | 17.68K |
ABBVIE INCSOLE | COM | 45.85K | SH | $9.61M 4.31% | 0.00 | 0.00 | 45.85K |
APPLE INCSOLE | COM | 38.73K | SH | $8.60M 3.86% | 0.00 | 0.00 | 38.73K |
AMAZON COM INCSOLE | COM | 42.15K | SH | $8.02M 3.60% | 0.00 | 0.00 | 42.15K |
NOVO-NORDISK A SSOLE | ADR | 108.10K | SH | $7.51M 3.37% | 0.00 | 0.00 | 108.10K |
MICROSOFT CORPSOLE | COM | 17.98K | SH | $6.75M 3.03% | 0.00 | 0.00 | 17.98K |
SERVICENOW INCSOLE | COM | 8.07K | SH | $6.43M 2.89% | 0.00 | 0.00 | 8.07K |
GOLDMAN SACHS GROUP INCSOLE | COM | 11.05K | SH | $6.04M 2.71% | 0.00 | 0.00 | 11.05K |
UNITEDHEALTH GROUP INCSOLE | COM | 11.45K | SH | $6.00M 2.69% | 0.00 | 0.00 | 11.45K |
CUMMINS INCSOLE | COM | 17.75K | SH | $5.56M 2.50% | 0.00 | 0.00 | 17.75K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 15.47K | SH | $5.46M 2.45% | 0.00 | 0.00 | 15.47K |
VISA INCSOLE | COM CL A | 13.30K | SH | $4.66M 2.09% | 0.00 | 0.00 | 13.30K |
CHEVRON CORP NEWSOLE | COM | 27.10K | SH | $4.53M 2.03% | 0.00 | 0.00 | 27.10K |
FEDEX CORPSOLE | COM | 17.45K | SH | $4.25M 1.91% | 0.00 | 0.00 | 17.45K |
DISNEY WALT COSOLE | COM | 42.52K | SH | $4.20M 1.88% | 0.00 | 0.00 | 42.52K |
PALO ALTO NETWORKS INCSOLE | COM | 23.20K | SH | $3.96M 1.78% | 0.00 | 0.00 | 23.20K |
MASTERCARD INCORPORATEDSOLE | CL A | 6.92K | SH | $3.80M 1.70% | 0.00 | 0.00 | 6.92K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 17.09K | SH | $3.79M 1.70% | 0.00 | 0.00 | 17.09K |
ADVANCED MICRO DEVICES INCSOLE | COM | 35.70K | SH | $3.67M 1.65% | 0.00 | 0.00 | 35.70K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 13.80K | SH | $3.43M 1.54% | 0.00 | 0.00 | 13.80K |
THE CIGNA GROUPSOLE | COM | 10K | SH | $3.29M 1.48% | 0.00 | 0.00 | 10K |
EMERSON ELEC COSOLE | COM | 30K | SH | $3.29M 1.48% | 0.00 | 0.00 | 30K |
QUALCOMM INCSOLE | COM | 20.90K | SH | $3.21M 1.44% | 0.00 | 0.00 | 20.90K |
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