Filed: 4/24/2026ACC: 0001906719-26-000005
📋 What this filing means
LYNCH ASSET MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $298.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$298.19M
Total AUM (reported)
1.47M
Total Shares
Allocation by class
COM$229.62M77.0%
CL A$22.55M7.6%
CAP STK CL A$20.49M6.9%
SHS$10.07M3.4%
SMALL CAP ETF$4.75M1.6%
COM CL A$3.97M1.3%
ADR$3.97M1.3%
Portfolio Concentration
Top 3$124.52M41.8%
4–10$65.23M21.9%
11–25$73.50M24.6%
Rest$34.94M11.7%
Top 3 weight
41.8%
Top 10 weight
63.6%
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)
Sole51
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings51
Rows:
NVIDIA CORPORATION
SOLEShares538.70K
TypeSH
Market value$93.95M
31.51%
Sole
0.00
Shared
0.00
None
538.70K
ALPHABET INC
SOLEShares71.25K
TypeSH
Market value$20.49M
6.87%
Sole
0.00
Shared
0.00
None
71.25K
META PLATFORMS INC
SOLEShares17.63K
TypeSH
Market value$10.08M
3.38%
Sole
0.00
Shared
0.00
None
17.63K
APPLE INC
SOLEShares39.70K
TypeSH
Market value$10.08M
3.38%
Sole
0.00
Shared
0.00
None
39.70K
CUMMINS INC
SOLEShares18.55K
TypeSH
Market value$9.98M
3.35%
Sole
0.00
Shared
0.00
None
18.55K
ABBVIE INC
SOLEShares45.35K
TypeSH
Market value$9.86M
3.31%
Sole
0.00
Shared
0.00
None
45.35K
MICROSOFT CORP
SOLEShares25.43K
TypeSH
Market value$9.41M
3.16%
Sole
0.00
Shared
0.00
None
25.43K
GOLDMAN SACHS GROUP INC
SOLEShares11.04K
TypeSH
Market value$9.34M
3.13%
Sole
0.00
Shared
0.00
None
11.04K
AMAZON.COM INC
SOLEShares42.65K
TypeSH
Market value$8.88M
2.98%
Sole
0.00
Shared
0.00
None
42.65K
CROWDSTRIKE HLDGS INC
SOLEShares19.68K
TypeSH
Market value$7.68M
2.58%
Sole
0.00
Shared
0.00
None
19.68K
ADVANCED MICRO DEVICES INC
SOLEShares35.52K
TypeSH
Market value$7.23M
2.42%
Sole
0.00
Shared
0.00
None
35.52K
FEDEX CORP
SOLEShares16.60K
TypeSH
Market value$5.91M
1.98%
Sole
0.00
Shared
0.00
None
16.60K
BROADCOM INC
SOLEShares18.55K
TypeSH
Market value$5.74M
1.93%
Sole
0.00
Shared
0.00
None
18.55K
PALO ALTO NETWORKS INC
SOLEShares35K
TypeSH
Market value$5.61M
1.88%
Sole
0.00
Shared
0.00
None
35K
CHEVRON CORP NEW
SOLEShares27.10K
TypeSH
Market value$5.61M
1.88%
Sole
0.00
Shared
0.00
None
27.10K
EATON CORP PLC
SOLEShares13.62K
TypeSH
Market value$4.87M
1.63%
Sole
0.00
Shared
0.00
None
13.62K
MASTERCARD INCORPORATED
SOLEShares9.57K
TypeSH
Market value$4.78M
1.60%
Sole
0.00
Shared
0.00
None
9.57K
VANGUARD INDEX FDS
SOLEShares18.15K
TypeSH
Market value$4.75M
1.59%
Sole
0.00
Shared
0.00
None
18.15K
UNITEDHEALTH GROUP INC
SOLEShares16.65K
TypeSH
Market value$4.51M
1.51%
Sole
0.00
Shared
0.00
None
16.65K
SERVICENOW INC
SOLEShares41.67K
TypeSH
Market value$4.36M
1.46%
Sole
0.00
Shared
0.00
None
41.67K
TESLA INC
SOLEShares11.60K
TypeSH
Market value$4.31M
1.45%
Sole
0.00
Shared
0.00
None
11.60K
DISNEY WALT CO
SOLEShares41.90K
TypeSH
Market value$4.04M
1.35%
Sole
0.00
Shared
0.00
None
41.90K
VISA INC
SOLEShares13.15K
TypeSH
Market value$3.97M
1.33%
Sole
0.00
Shared
0.00
None
13.15K
NOVO-NORDISK A S
SOLEShares108.05K
TypeSH
Market value$3.97M
1.33%
Sole
0.00
Shared
0.00
None
108.05K
COSTCO WHSL CORP NEW
SOLEShares3.85K
TypeSH
Market value$3.84M
1.29%
Sole
0.00
Shared
0.00
None
3.85K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 538.70K | SH | $93.95M 31.51% | 0.00 | 0.00 | 538.70K |
ALPHABET INCSOLE | CAP STK CL A | 71.25K | SH | $20.49M 6.87% | 0.00 | 0.00 | 71.25K |
META PLATFORMS INCSOLE | CL A | 17.63K | SH | $10.08M 3.38% | 0.00 | 0.00 | 17.63K |
APPLE INCSOLE | COM | 39.70K | SH | $10.08M 3.38% | 0.00 | 0.00 | 39.70K |
CUMMINS INCSOLE | COM | 18.55K | SH | $9.98M 3.35% | 0.00 | 0.00 | 18.55K |
ABBVIE INCSOLE | COM | 45.35K | SH | $9.86M 3.31% | 0.00 | 0.00 | 45.35K |
MICROSOFT CORPSOLE | COM | 25.43K | SH | $9.41M 3.16% | 0.00 | 0.00 | 25.43K |
GOLDMAN SACHS GROUP INCSOLE | COM | 11.04K | SH | $9.34M 3.13% | 0.00 | 0.00 | 11.04K |
AMAZON.COM INCSOLE | COM | 42.65K | SH | $8.88M 2.98% | 0.00 | 0.00 | 42.65K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 19.68K | SH | $7.68M 2.58% | 0.00 | 0.00 | 19.68K |
ADVANCED MICRO DEVICES INCSOLE | COM | 35.52K | SH | $7.23M 2.42% | 0.00 | 0.00 | 35.52K |
FEDEX CORPSOLE | COM | 16.60K | SH | $5.91M 1.98% | 0.00 | 0.00 | 16.60K |
BROADCOM INCSOLE | COM | 18.55K | SH | $5.74M 1.93% | 0.00 | 0.00 | 18.55K |
PALO ALTO NETWORKS INCSOLE | COM | 35K | SH | $5.61M 1.88% | 0.00 | 0.00 | 35K |
CHEVRON CORP NEWSOLE | COM | 27.10K | SH | $5.61M 1.88% | 0.00 | 0.00 | 27.10K |
EATON CORP PLCSOLE | SHS | 13.62K | SH | $4.87M 1.63% | 0.00 | 0.00 | 13.62K |
MASTERCARD INCORPORATEDSOLE | CL A | 9.57K | SH | $4.78M 1.60% | 0.00 | 0.00 | 9.57K |
VANGUARD INDEX FDSSOLE | SMALL CAP ETF | 18.15K | SH | $4.75M 1.59% | 0.00 | 0.00 | 18.15K |
UNITEDHEALTH GROUP INCSOLE | COM | 16.65K | SH | $4.51M 1.51% | 0.00 | 0.00 | 16.65K |
SERVICENOW INCSOLE | COM | 41.67K | SH | $4.36M 1.46% | 0.00 | 0.00 | 41.67K |
TESLA INCSOLE | COM | 11.60K | SH | $4.31M 1.45% | 0.00 | 0.00 | 11.60K |
DISNEY WALT COSOLE | COM | 41.90K | SH | $4.04M 1.35% | 0.00 | 0.00 | 41.90K |
VISA INCSOLE | COM CL A | 13.15K | SH | $3.97M 1.33% | 0.00 | 0.00 | 13.15K |
NOVO-NORDISK A SSOLE | ADR | 108.05K | SH | $3.97M 1.33% | 0.00 | 0.00 | 108.05K |
COSTCO WHSL CORP NEWSOLE | COM | 3.85K | SH | $3.84M 1.29% | 0.00 | 0.00 | 3.85K |
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