Filed: 10/27/2025ACC: 0001906719-25-000007
📋 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 $312.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$312.56M
Total AUM (reported)
1.47M
Total Shares
Allocation by class
COM$238.81M76.4%
CL A$27.55M8.8%
CAP STK CL A$17.26M5.5%
SHS$10.76M3.4%
ADR$6.03M1.9%
SMALL CAP ETF$4.60M1.5%
COM CL A$4.43M1.4%
Portfolio Concentration
Top 3$130.49M41.7%
4–10$66.22M21.2%
11–25$77.12M24.7%
Rest$38.72M12.4%
Top 3 weight
41.7%
Top 10 weight
62.9%
Voting Authority Distribution
Total shares with voting rights: 1.47M
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
1.47M
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
SOLEShares537.90K
TypeSH
Market value$100.36M
32.11%
Sole
0.00
Shared
0.00
None
537.90K
ALPHABET INC
SOLEShares71K
TypeSH
Market value$17.26M
5.52%
Sole
0.00
Shared
0.00
None
71K
META PLATFORMS INC
SOLEShares17.52K
TypeSH
Market value$12.87M
4.12%
Sole
0.00
Shared
0.00
None
17.52K
ABBVIE INC
SOLEShares45.85K
TypeSH
Market value$10.62M
3.40%
Sole
0.00
Shared
0.00
None
45.85K
MICROSOFT CORP
SOLEShares20.13K
TypeSH
Market value$10.42M
3.34%
Sole
0.00
Shared
0.00
None
20.13K
APPLE INC
SOLEShares39.23K
TypeSH
Market value$9.99M
3.20%
Sole
0.00
Shared
0.00
None
39.23K
AMAZON.COM INC
SOLEShares42.40K
TypeSH
Market value$9.31M
2.98%
Sole
0.00
Shared
0.00
None
42.40K
CROWDSTRIKE HLDGS INC
SOLEShares18.95K
TypeSH
Market value$9.29M
2.97%
Sole
0.00
Shared
0.00
None
18.95K
GOLDMAN SACHS GROUP INC
SOLEShares11.05K
TypeSH
Market value$8.80M
2.82%
Sole
0.00
Shared
0.00
None
11.05K
CUMMINS INC
SOLEShares18.45K
TypeSH
Market value$7.79M
2.49%
Sole
0.00
Shared
0.00
None
18.45K
SERVICENOW INC
SOLEShares8.15K
TypeSH
Market value$7.50M
2.40%
Sole
0.00
Shared
0.00
None
8.15K
NOVO-NORDISK A S
SOLEShares108.70K
TypeSH
Market value$6.03M
1.93%
Sole
0.00
Shared
0.00
None
108.70K
BROADCOM INC
SOLEShares18K
TypeSH
Market value$5.94M
1.90%
Sole
0.00
Shared
0.00
None
18K
ADVANCED MICRO DEVICES INC
SOLEShares36.15K
TypeSH
Market value$5.85M
1.87%
Sole
0.00
Shared
0.00
None
36.15K
PALO ALTO NETWORKS INC
SOLEShares26.65K
TypeSH
Market value$5.43M
1.74%
Sole
0.00
Shared
0.00
None
26.65K
MASTERCARD INCORPORATED
SOLEShares9.47K
TypeSH
Market value$5.39M
1.72%
Sole
0.00
Shared
0.00
None
9.47K
TESLA INC
SOLEShares11.60K
TypeSH
Market value$5.16M
1.65%
Sole
0.00
Shared
0.00
None
11.60K
UNITEDHEALTH GROUP INC
SOLEShares14.80K
TypeSH
Market value$5.11M
1.64%
Sole
0.00
Shared
0.00
None
14.80K
EATON CORP PLC
SOLEShares13.20K
TypeSH
Market value$4.94M
1.58%
Sole
0.00
Shared
0.00
None
13.20K
DISNEY WALT CO
SOLEShares42.90K
TypeSH
Market value$4.91M
1.57%
Sole
0.00
Shared
0.00
None
42.90K
VANGUARD INDEX FDS
SOLEShares18.10K
TypeSH
Market value$4.60M
1.47%
Sole
0.00
Shared
0.00
None
18.10K
VISA INC
SOLEShares12.90K
TypeSH
Market value$4.40M
1.41%
Sole
0.00
Shared
0.00
None
12.90K
CHEVRON CORP NEW
SOLEShares27.10K
TypeSH
Market value$4.21M
1.35%
Sole
0.00
Shared
0.00
None
27.10K
FEDEX CORP
SOLEShares16.85K
TypeSH
Market value$3.97M
1.27%
Sole
0.00
Shared
0.00
None
16.85K
INTERNATIONAL BUSINESS MACHS
SOLEShares13K
TypeSH
Market value$3.67M
1.17%
Sole
0.00
Shared
0.00
None
13K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 537.90K | SH | $100.36M 32.11% | 0.00 | 0.00 | 537.90K |
ALPHABET INCSOLE | CAP STK CL A | 71K | SH | $17.26M 5.52% | 0.00 | 0.00 | 71K |
META PLATFORMS INCSOLE | CL A | 17.52K | SH | $12.87M 4.12% | 0.00 | 0.00 | 17.52K |
ABBVIE INCSOLE | COM | 45.85K | SH | $10.62M 3.40% | 0.00 | 0.00 | 45.85K |
MICROSOFT CORPSOLE | COM | 20.13K | SH | $10.42M 3.34% | 0.00 | 0.00 | 20.13K |
APPLE INCSOLE | COM | 39.23K | SH | $9.99M 3.20% | 0.00 | 0.00 | 39.23K |
AMAZON.COM INCSOLE | COM | 42.40K | SH | $9.31M 2.98% | 0.00 | 0.00 | 42.40K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 18.95K | SH | $9.29M 2.97% | 0.00 | 0.00 | 18.95K |
GOLDMAN SACHS GROUP INCSOLE | COM | 11.05K | SH | $8.80M 2.82% | 0.00 | 0.00 | 11.05K |
CUMMINS INCSOLE | COM | 18.45K | SH | $7.79M 2.49% | 0.00 | 0.00 | 18.45K |
SERVICENOW INCSOLE | COM | 8.15K | SH | $7.50M 2.40% | 0.00 | 0.00 | 8.15K |
NOVO-NORDISK A SSOLE | ADR | 108.70K | SH | $6.03M 1.93% | 0.00 | 0.00 | 108.70K |
BROADCOM INCSOLE | COM | 18K | SH | $5.94M 1.90% | 0.00 | 0.00 | 18K |
ADVANCED MICRO DEVICES INCSOLE | COM | 36.15K | SH | $5.85M 1.87% | 0.00 | 0.00 | 36.15K |
PALO ALTO NETWORKS INCSOLE | COM | 26.65K | SH | $5.43M 1.74% | 0.00 | 0.00 | 26.65K |
MASTERCARD INCORPORATEDSOLE | CL A | 9.47K | SH | $5.39M 1.72% | 0.00 | 0.00 | 9.47K |
TESLA INCSOLE | COM | 11.60K | SH | $5.16M 1.65% | 0.00 | 0.00 | 11.60K |
UNITEDHEALTH GROUP INCSOLE | COM | 14.80K | SH | $5.11M 1.64% | 0.00 | 0.00 | 14.80K |
EATON CORP PLCSOLE | SHS | 13.20K | SH | $4.94M 1.58% | 0.00 | 0.00 | 13.20K |
DISNEY WALT COSOLE | COM | 42.90K | SH | $4.91M 1.57% | 0.00 | 0.00 | 42.90K |
VANGUARD INDEX FDSSOLE | SMALL CAP ETF | 18.10K | SH | $4.60M 1.47% | 0.00 | 0.00 | 18.10K |
VISA INCSOLE | COM CL A | 12.90K | SH | $4.40M 1.41% | 0.00 | 0.00 | 12.90K |
CHEVRON CORP NEWSOLE | COM | 27.10K | SH | $4.21M 1.35% | 0.00 | 0.00 | 27.10K |
FEDEX CORPSOLE | COM | 16.85K | SH | $3.97M 1.27% | 0.00 | 0.00 | 16.85K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 13K | SH | $3.67M 1.17% | 0.00 | 0.00 | 13K |
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