Filed: 8/13/2025ACC: 0001906719-25-000003
📋 What this filing means
LYNCH ASSET MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $283.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$283.47M
Total AUM (reported)
1.50M
Total Shares
Allocation by class
COM$213.13M75.2%
CL A$26.41M9.3%
CAP STK CL A$12.51M4.4%
SHS$10.11M3.6%
ADR$7.50M2.6%
COM CL A$4.76M1.7%
SMALL CAP ETF$4.23M1.5%
Portfolio Concentration
Top 3$110.41M39.0%
4–10$59.94M21.1%
11–25$72.25M25.5%
Rest$40.87M14.4%
Top 3 weight
39.0%
Top 10 weight
60.1%
Voting Authority Distribution
Total shares with voting rights: 283.47M
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
283.47M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings56
Rows:
NVIDIA CORPORATION
SOLEShares537.10K
TypeSH
Market value$84.86M
29.93%
Sole
0.00
Shared
0.00
None
84.86M
META PLATFORMS INC
SOLEShares17.68K
TypeSH
Market value$13.05M
4.60%
Sole
0.00
Shared
0.00
None
13.05M
ALPHABET INC
SOLEShares71K
TypeSH
Market value$12.51M
4.41%
Sole
0.00
Shared
0.00
None
12.51M
MICROSOFT CORP
SOLEShares20.02K
TypeSH
Market value$9.96M
3.51%
Sole
0.00
Shared
0.00
None
9.96M
AMAZON.COM INC
SOLEShares42.15K
TypeSH
Market value$9.25M
3.26%
Sole
0.00
Shared
0.00
None
9.25M
ABBVIE INC
SOLEShares45.85K
TypeSH
Market value$8.51M
3.00%
Sole
0.00
Shared
0.00
None
8.51M
SERVICENOW INC
SOLEShares8.07K
TypeSH
Market value$8.30M
2.93%
Sole
0.00
Shared
0.00
None
8.30M
CROWDSTRIKE HLDGS INC
SOLEShares15.85K
TypeSH
Market value$8.07M
2.85%
Sole
0.00
Shared
0.00
None
8.07M
APPLE INC
SOLEShares39.13K
TypeSH
Market value$8.03M
2.83%
Sole
0.00
Shared
0.00
None
8.03M
GOLDMAN SACHS GROUP INC
SOLEShares11.05K
TypeSH
Market value$7.82M
2.76%
Sole
0.00
Shared
0.00
None
7.82M
NOVO-NORDISK A S
SOLEShares108.70K
TypeSH
Market value$7.50M
2.65%
Sole
0.00
Shared
0.00
None
7.50M
CUMMINS INC
SOLEShares18.45K
TypeSH
Market value$6.04M
2.13%
Sole
0.00
Shared
0.00
None
6.04M
MASTERCARD INCORPORATED
SOLEShares9.43K
TypeSH
Market value$5.30M
1.87%
Sole
0.00
Shared
0.00
None
5.30M
DISNEY WALT CO
SOLEShares42.67K
TypeSH
Market value$5.29M
1.87%
Sole
0.00
Shared
0.00
None
5.29M
ADVANCED MICRO DEVICES INC
SOLEShares36.40K
TypeSH
Market value$5.17M
1.82%
Sole
0.00
Shared
0.00
None
5.17M
PALO ALTO NETWORKS INC
SOLEShares24.10K
TypeSH
Market value$4.93M
1.74%
Sole
0.00
Shared
0.00
None
4.93M
VISA INC
SOLEShares13.30K
TypeSH
Market value$4.72M
1.67%
Sole
0.00
Shared
0.00
None
4.72M
BROADCOM INC
SOLEShares16.90K
TypeSH
Market value$4.66M
1.64%
Sole
0.00
Shared
0.00
None
4.66M
UNITEDHEALTH GROUP INC
SOLEShares14.50K
TypeSH
Market value$4.52M
1.60%
Sole
0.00
Shared
0.00
None
4.52M
VANGUARD INDEX FDS
SOLEShares17.84K
TypeSH
Market value$4.23M
1.49%
Sole
0.00
Shared
0.00
None
4.23M
INTERNATIONAL BUSINESS MACHS
SOLEShares13.80K
TypeSH
Market value$4.07M
1.44%
Sole
0.00
Shared
0.00
None
4.07M
FEDEX CORP
SOLEShares17.65K
TypeSH
Market value$4.01M
1.42%
Sole
0.00
Shared
0.00
None
4.01M
EMERSON ELEC CO
SOLEShares30K
TypeSH
Market value$4.00M
1.41%
Sole
0.00
Shared
0.00
None
4M
EATON CORP PLC
SOLEShares11K
TypeSH
Market value$3.93M
1.39%
Sole
0.00
Shared
0.00
None
3.93M
CHEVRON CORP NEW
SOLEShares27.10K
TypeSH
Market value$3.88M
1.37%
Sole
0.00
Shared
0.00
None
3.88M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 537.10K | SH | $84.86M 29.93% | 0.00 | 0.00 | 84.86M |
META PLATFORMS INCSOLE | CL A | 17.68K | SH | $13.05M 4.60% | 0.00 | 0.00 | 13.05M |
ALPHABET INCSOLE | CAP STK CL A | 71K | SH | $12.51M 4.41% | 0.00 | 0.00 | 12.51M |
MICROSOFT CORPSOLE | COM | 20.02K | SH | $9.96M 3.51% | 0.00 | 0.00 | 9.96M |
AMAZON.COM INCSOLE | COM | 42.15K | SH | $9.25M 3.26% | 0.00 | 0.00 | 9.25M |
ABBVIE INCSOLE | COM | 45.85K | SH | $8.51M 3.00% | 0.00 | 0.00 | 8.51M |
SERVICENOW INCSOLE | COM | 8.07K | SH | $8.30M 2.93% | 0.00 | 0.00 | 8.30M |
CROWDSTRIKE HLDGS INCSOLE | CL A | 15.85K | SH | $8.07M 2.85% | 0.00 | 0.00 | 8.07M |
APPLE INCSOLE | COM | 39.13K | SH | $8.03M 2.83% | 0.00 | 0.00 | 8.03M |
GOLDMAN SACHS GROUP INCSOLE | COM | 11.05K | SH | $7.82M 2.76% | 0.00 | 0.00 | 7.82M |
NOVO-NORDISK A SSOLE | ADR | 108.70K | SH | $7.50M 2.65% | 0.00 | 0.00 | 7.50M |
CUMMINS INCSOLE | COM | 18.45K | SH | $6.04M 2.13% | 0.00 | 0.00 | 6.04M |
MASTERCARD INCORPORATEDSOLE | CL A | 9.43K | SH | $5.30M 1.87% | 0.00 | 0.00 | 5.30M |
DISNEY WALT COSOLE | COM | 42.67K | SH | $5.29M 1.87% | 0.00 | 0.00 | 5.29M |
ADVANCED MICRO DEVICES INCSOLE | COM | 36.40K | SH | $5.17M 1.82% | 0.00 | 0.00 | 5.17M |
PALO ALTO NETWORKS INCSOLE | COM | 24.10K | SH | $4.93M 1.74% | 0.00 | 0.00 | 4.93M |
VISA INCSOLE | COM CL A | 13.30K | SH | $4.72M 1.67% | 0.00 | 0.00 | 4.72M |
BROADCOM INCSOLE | COM | 16.90K | SH | $4.66M 1.64% | 0.00 | 0.00 | 4.66M |
UNITEDHEALTH GROUP INCSOLE | COM | 14.50K | SH | $4.52M 1.60% | 0.00 | 0.00 | 4.52M |
VANGUARD INDEX FDSSOLE | SMALL CAP ETF | 17.84K | SH | $4.23M 1.49% | 0.00 | 0.00 | 4.23M |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 13.80K | SH | $4.07M 1.44% | 0.00 | 0.00 | 4.07M |
FEDEX CORPSOLE | COM | 17.65K | SH | $4.01M 1.42% | 0.00 | 0.00 | 4.01M |
EMERSON ELEC COSOLE | COM | 30K | SH | $4.00M 1.41% | 0.00 | 0.00 | 4M |
EATON CORP PLCSOLE | SHS | 11K | SH | $3.93M 1.39% | 0.00 | 0.00 | 3.93M |
CHEVRON CORP NEWSOLE | COM | 27.10K | SH | $3.88M 1.37% | 0.00 | 0.00 | 3.88M |
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