Filed: 1/23/2026ACC: 0001906719-26-000003
📋 What this filing means
LYNCH ASSET MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $318.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$318.07M
Total AUM (reported)
1.49M
Total Shares
Allocation by class
COM$242.27M76.2%
CL A$26.04M8.2%
CAP STK CL A$22.30M7.0%
SHS$9.59M3.0%
ADR$5.51M1.7%
SMALL CAP ETF$4.67M1.5%
COM CL A$4.61M1.4%
Portfolio Concentration
Top 3$134.39M42.3%
4–10$69.07M21.7%
11–25$77.63M24.4%
Rest$36.98M11.6%
Top 3 weight
42.3%
Top 10 weight
64.0%
Voting Authority Distribution
Total shares with voting rights: 1.49M
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
1.49M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings52
Rows:
NVIDIA CORPORATION
SOLEShares538.70K
TypeSH
Market value$100.47M
31.59%
Sole
0.00
Shared
0.00
None
538.70K
ALPHABET INC
SOLEShares71.25K
TypeSH
Market value$22.30M
7.01%
Sole
0.00
Shared
0.00
None
71.25K
META PLATFORMS INC
SOLEShares17.60K
TypeSH
Market value$11.62M
3.65%
Sole
0.00
Shared
0.00
None
17.60K
APPLE INC
SOLEShares39.70K
TypeSH
Market value$10.79M
3.39%
Sole
0.00
Shared
0.00
None
39.70K
ABBVIE INC
SOLEShares45.65K
TypeSH
Market value$10.43M
3.28%
Sole
0.00
Shared
0.00
None
45.65K
MICROSOFT CORP
SOLEShares20.43K
TypeSH
Market value$9.88M
3.11%
Sole
0.00
Shared
0.00
None
20.43K
AMAZON.COM INC
SOLEShares42.65K
TypeSH
Market value$9.84M
3.10%
Sole
0.00
Shared
0.00
None
42.65K
GOLDMAN SACHS GROUP INC
SOLEShares11.04K
TypeSH
Market value$9.70M
3.05%
Sole
0.00
Shared
0.00
None
11.04K
CUMMINS INC
SOLEShares18.55K
TypeSH
Market value$9.47M
2.98%
Sole
0.00
Shared
0.00
None
18.55K
CROWDSTRIKE HLDGS INC
SOLEShares19.10K
TypeSH
Market value$8.95M
2.81%
Sole
0.00
Shared
0.00
None
19.10K
ADVANCED MICRO DEVICES INC
SOLEShares35.52K
TypeSH
Market value$7.61M
2.39%
Sole
0.00
Shared
0.00
None
35.52K
SERVICENOW INC
SOLEShares41.58K
TypeSH
Market value$6.37M
2.00%
Sole
0.00
Shared
0.00
None
41.58K
BROADCOM INC
SOLEShares18.25K
TypeSH
Market value$6.32M
1.99%
Sole
0.00
Shared
0.00
None
18.25K
NOVO-NORDISK A S
SOLEShares108.35K
TypeSH
Market value$5.51M
1.73%
Sole
0.00
Shared
0.00
None
108.35K
MASTERCARD INCORPORATED
SOLEShares9.57K
TypeSH
Market value$5.47M
1.72%
Sole
0.00
Shared
0.00
None
9.57K
TESLA INC
SOLEShares11.60K
TypeSH
Market value$5.22M
1.64%
Sole
0.00
Shared
0.00
None
11.60K
PALO ALTO NETWORKS INC
SOLEShares27.10K
TypeSH
Market value$4.99M
1.57%
Sole
0.00
Shared
0.00
None
27.10K
UNITEDHEALTH GROUP INC
SOLEShares14.95K
TypeSH
Market value$4.94M
1.55%
Sole
0.00
Shared
0.00
None
14.95K
FEDEX CORP
SOLEShares16.95K
TypeSH
Market value$4.90M
1.54%
Sole
0.00
Shared
0.00
None
16.95K
DISNEY WALT CO
SOLEShares42.30K
TypeSH
Market value$4.81M
1.51%
Sole
0.00
Shared
0.00
None
42.30K
VANGUARD INDEX FDS
SOLEShares18.10K
TypeSH
Market value$4.67M
1.47%
Sole
0.00
Shared
0.00
None
18.10K
VISA INC
SOLEShares13.15K
TypeSH
Market value$4.61M
1.45%
Sole
0.00
Shared
0.00
None
13.15K
EATON CORP PLC
SOLEShares13.46K
TypeSH
Market value$4.29M
1.35%
Sole
0.00
Shared
0.00
None
13.46K
CHEVRON CORP NEW
SOLEShares27.10K
TypeSH
Market value$4.13M
1.30%
Sole
0.00
Shared
0.00
None
27.10K
INTERNATIONAL BUSINESS MACHS
SOLEShares12.85K
TypeSH
Market value$3.81M
1.20%
Sole
0.00
Shared
0.00
None
12.85K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 538.70K | SH | $100.47M 31.59% | 0.00 | 0.00 | 538.70K |
ALPHABET INCSOLE | CAP STK CL A | 71.25K | SH | $22.30M 7.01% | 0.00 | 0.00 | 71.25K |
META PLATFORMS INCSOLE | CL A | 17.60K | SH | $11.62M 3.65% | 0.00 | 0.00 | 17.60K |
APPLE INCSOLE | COM | 39.70K | SH | $10.79M 3.39% | 0.00 | 0.00 | 39.70K |
ABBVIE INCSOLE | COM | 45.65K | SH | $10.43M 3.28% | 0.00 | 0.00 | 45.65K |
MICROSOFT CORPSOLE | COM | 20.43K | SH | $9.88M 3.11% | 0.00 | 0.00 | 20.43K |
AMAZON.COM INCSOLE | COM | 42.65K | SH | $9.84M 3.10% | 0.00 | 0.00 | 42.65K |
GOLDMAN SACHS GROUP INCSOLE | COM | 11.04K | SH | $9.70M 3.05% | 0.00 | 0.00 | 11.04K |
CUMMINS INCSOLE | COM | 18.55K | SH | $9.47M 2.98% | 0.00 | 0.00 | 18.55K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 19.10K | SH | $8.95M 2.81% | 0.00 | 0.00 | 19.10K |
ADVANCED MICRO DEVICES INCSOLE | COM | 35.52K | SH | $7.61M 2.39% | 0.00 | 0.00 | 35.52K |
SERVICENOW INCSOLE | COM | 41.58K | SH | $6.37M 2.00% | 0.00 | 0.00 | 41.58K |
BROADCOM INCSOLE | COM | 18.25K | SH | $6.32M 1.99% | 0.00 | 0.00 | 18.25K |
NOVO-NORDISK A SSOLE | ADR | 108.35K | SH | $5.51M 1.73% | 0.00 | 0.00 | 108.35K |
MASTERCARD INCORPORATEDSOLE | CL A | 9.57K | SH | $5.47M 1.72% | 0.00 | 0.00 | 9.57K |
TESLA INCSOLE | COM | 11.60K | SH | $5.22M 1.64% | 0.00 | 0.00 | 11.60K |
PALO ALTO NETWORKS INCSOLE | COM | 27.10K | SH | $4.99M 1.57% | 0.00 | 0.00 | 27.10K |
UNITEDHEALTH GROUP INCSOLE | COM | 14.95K | SH | $4.94M 1.55% | 0.00 | 0.00 | 14.95K |
FEDEX CORPSOLE | COM | 16.95K | SH | $4.90M 1.54% | 0.00 | 0.00 | 16.95K |
DISNEY WALT COSOLE | COM | 42.30K | SH | $4.81M 1.51% | 0.00 | 0.00 | 42.30K |
VANGUARD INDEX FDSSOLE | SMALL CAP ETF | 18.10K | SH | $4.67M 1.47% | 0.00 | 0.00 | 18.10K |
VISA INCSOLE | COM CL A | 13.15K | SH | $4.61M 1.45% | 0.00 | 0.00 | 13.15K |
EATON CORP PLCSOLE | SHS | 13.46K | SH | $4.29M 1.35% | 0.00 | 0.00 | 13.46K |
CHEVRON CORP NEWSOLE | COM | 27.10K | SH | $4.13M 1.30% | 0.00 | 0.00 | 27.10K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 12.85K | SH | $3.81M 1.20% | 0.00 | 0.00 | 12.85K |
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