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CIK: 0001906719
Total reported value
$365.7M
$365.7M
44 檔
26.7%
During the Q1 2025 filing period, Lynch Asset Management, Inc. (CIK: 0001906719) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $365.7M across 44 reported positions.
In Q1 2025, Lynch Asset Management, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 26.09% | -2.04% | +0.02% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.93% | +0.09% | +0.35% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.57% | -0.67% | -0.14% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 4.31% | -0.19% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.86% | -0.24% | -0.26% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.60% | -0.20% | +0.60% | |
| 7 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 3.37% | +0.09% | +1.08% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.03% | -0.57% | +0.14% | |
| 9 | NOW | Servicenow Inc | Stock-Tech | 2.89% | -0.33% | — | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.71% | -0.22% | — | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.69% | +0.37% | — | |
| 12 | CMI | Cummins Inc | Stock-Industrials | 2.50% | +0.37% | +1.14% | |
| 13 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.45% | +1.53% | — | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.09% | -0.09% | — | |
| 15 | CVX | Chevron CORP | Stock-Energy | 2.03% | -0.65% | — | |
| 16 | FDX | Fedex CORP | Stock-Industrials | 1.91% | -0.56% | -0.57% | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.88% | -0.25% | -0.35% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.78% | +1.34% | — | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.70% | -0.26% | — | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.70% | -0.09% | — | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 1.65% | +3.20% | +0.63% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.54% | -0.01% | -1.78% | |
| 23 | CI | THE Cigna Group | Stock-Healthcare | 1.48% | -0.20% | +1.01% | |
| 24 | EMR | Emerson Electric Co | Stock-Industrials | 1.48% | -0.13% | — | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 1.44% | +0.06% | — | |
| 26 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.13% | -0.08% | — | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.02% | -0.31% | — | |
| 28 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 1.01% | — | — | |
| 29 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.99% | -0.02% | — | |
| 30 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.90% | -0.29% | — | |
| 31 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.86% | +0.06% | — | |
| 32 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.83% | -0.04% | — | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | -0.15% | +2.79% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | +0.02% | — | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.77% | +0.02% | +3.75% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.76% | -0.12% | +1.56% | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.53% | — | +2.64% | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.53% | — | — | |
| 39 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.36% | — | -6.11% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.35% | -0.06% | +10.00% | |
| 41 | BPRN | Princeton Bancorp Inc | Stock-Other | 0.23% | — | — | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.16% | — | — | |
| 43 | TT | Trane Technologies plc | Stock-Industrials | 0.15% | -0.04% | — | |
| 44 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | +1% | — | Unchanged |
| 2 | CVX | Chevron CORP | +0.4% | — | Unchanged |
| 3 | V | Visa Inc-class A Shares | +0.4% | — | Unchanged |
| 4 | CI | THE Cigna Group | +0.4% | +1.01% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.4% | -0.14% | Trim |
| 6 | UNH | Unitedhealth Group Inc | +0.3% | — | Unchanged |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | — | Unchanged |
| 8 | IBM | Intl Business Machines CORP | +0.3% | -1.78% | Trim |
| 9 | BPRN | Princeton Bancorp Inc | +0.2% | NEW | New buy |
| 10 | SPOT | Spotify Technology S.A. | +0.2% | — | Unchanged |
| 11 | MA | Mastercard Inc - A | +0.2% | — | Unchanged |
| 12 | JNJ | Johnson & Johnson | +0.2% | +2.79% | Add |
| 13 | TT | Trane Technologies plc | +0.2% | NEW | New buy |
| 14 | GS | Goldman Sachs Group Inc | +0.2% | — | Unchanged |
| 15 | QCOM | Qualcomm Inc | +0.1% | — | Unchanged |
| 16 | VXUS | Vanguard Total Intl Stock | +0.1% | +3.75% | Add |
| 17 | SBUX | Starbucks CORP | +0.1% | — | Unchanged |
| 18 | COST | Costco Wholesale CORP | +0.1% | — | Unchanged |
| 19 | GEHC | GE Healthcare Technology | +0.1% | NEW | New buy |
| 20 | PANW | Palo Alto Networks Inc | +0.1% | — | Unchanged |
| 21 | AVB | Avalonbay Communities Inc | +0.1% | — | Unchanged |
| 22 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 23 | PFE | Pfizer Inc | 0% | +2.64% | Add |
| 24 | CMCSA | Comcast Corp-class A | 0% | — | Unchanged |
| 25 | HD | Home Depot Inc | 0% | — | Unchanged |
| 26 | MRK | Merck & Co. Inc. | 0% | +10.00% | Add |
| 27 | CMI | Cummins Inc | 0% | +1.14% | Add |
| 28 | C | Citigroup Inc | 0% | — | Unchanged |
| 29 | MSFT | Microsoft CORP | 0% | +0.14% | Add |
| 30 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 31 | DIS | Walt Disney Co/the | 0% | -0.35% | Trim |
| 32 | ULTA | Ulta Beauty Inc | -0.1% | — | Unchanged |
| 33 | AAPL | Apple Inc | -0.1% | -0.26% | Trim |
| 34 | NKE | Nike Inc -cl B | -0.1% | — | Unchanged |
| 35 | JAKK | Jakks Pacific Inc | -0.1% | EXIT | Sold out |
| 36 | FDX | Fedex CORP | -0.1% | -0.57% | Trim |
| 37 | AMD | Advanced Micro Devices | -0.1% | +0.63% | Add |
| 38 | CMG | Chipotle Mexican Grill Inc | -0.1% | — | Unchanged |
| 39 | PYPL | Paypal Holdings Inc | -0.1% | -6.11% | Trim |
| 40 | AMZN | Amazon.com Inc | -0.1% | +0.60% | Add |
| 41 | TSLA | Tesla Inc | -0.3% | +1.56% | Add |
| 42 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | +1.08% | Add |
| 43 | GOOGL | Alphabet Inc-cl A | -0.5% | +0.35% | Add |
| 44 | NOW | Servicenow Inc | -0.6% | — | Unchanged |
| 45 | NVDA | Nvidia CORP | -3.1% | +0.02% | Add |
According to official SEC Form 13F filings, Lynch Asset Management, Inc. reported a total U.S. public equity portfolio value of $365.7M across 44 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOGL, META) accounted for 26.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
BPRN
市值: $517.7K
Top Position Liquidated / Trimmed
JAKK
前期市值: $204.1K
During Q1 2025, Lynch Asset Management, Inc.'s top holdings by market value included NVDA (26.1%)、GOOGL (4.9%)、META (4.6%). The largest single position, NVDA, represented 26.1% of total portfolio value.
In Q1 2025, Lynch Asset Management, Inc. made 23 total portfolio adjustments, initiating 3 new buys, adding to 13 positions, trimming 6 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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