13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001906719
Total reported value
$365.7M
$365.7M
56 檔
35.4%
In Q2 2025, Lynch Asset Management, Inc.'s U.S. equity holdings reached a combined market value of $365.7M, distributed across 56 disclosed stock positions.
In Q2 2025, Lynch Asset Management, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 29.93% | -2.04% | +0.14% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.60% | -0.67% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.41% | +0.09% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.51% | -0.57% | +11.40% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.26% | -0.20% | — | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 3.00% | -0.19% | — | |
| 7 | NOW | Servicenow Inc | Stock-Tech | 2.93% | -0.33% | — | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.85% | +1.53% | +2.42% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.83% | -0.24% | +1.03% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.76% | -0.22% | — | |
| 11 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.65% | +0.09% | +0.56% | |
| 12 | CMI | Cummins Inc | Stock-Industrials | 2.13% | +0.37% | +3.94% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.87% | -0.26% | +36.10% | |
| 14 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.87% | -0.25% | +0.35% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.82% | +3.20% | +1.96% | |
| 16 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.74% | +1.34% | +3.88% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.67% | -0.09% | — | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.64% | +0.10% | — | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.60% | +0.37% | +26.64% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.49% | -0.09% | +4.39% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 1.44% | -0.01% | — | |
| 22 | FDX | Fedex CORP | Stock-Industrials | 1.42% | -0.56% | +1.15% | |
| 23 | EMR | Emerson Electric Co | Stock-Industrials | 1.41% | -0.13% | — | |
| 24 | ETN | Eaton Corporation plc | Stock-Industrials | 1.39% | +0.02% | — | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.37% | -0.65% | — | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.29% | -0.12% | +76.92% | |
| 27 | TT | Trane Technologies plc | Stock-Industrials | 1.23% | -0.04% | +700.00% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 1.17% | +0.06% | — | |
| 29 | CI | THE Cigna Group | Stock-Healthcare | 1.17% | -0.20% | — | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 1.16% | +0.02% | +80.00% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.15% | -0.31% | +37.50% | |
| 32 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.99% | -0.08% | — | |
| 33 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.95% | +0.06% | — | |
| 34 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.90% | -0.29% | — | |
| 35 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.75% | — | — | |
| 36 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.65% | -0.02% | -25.82% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.61% | +0.02% | -9.04% | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.61% | -0.04% | — | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.15% | +0.91% | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.40% | — | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.25% | -0.06% | +2.27% | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.15% | — | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.07% | — | — | |
| 44 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.07% | — | — | |
| 45 | JAKK | Jakks Pacific Inc | Stock-Other | 0.06% | — | — | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.05% | — | — | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.03% | -0.01% | — | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.02% | — | — | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.02% | — | — | |
| 50 | PSX | Phillips 66 | Stock-Energy | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.8% | +0.14% | Add |
| 2 | AVGO | Broadcom Inc | +1.6% | NEW | New buy |
| 3 | ETN | Eaton Corporation plc | +1.4% | NEW | New buy |
| 4 | TT | Trane Technologies plc | +1.1% | +700.00% | Add |
| 5 | TSLA | Tesla Inc | +0.5% | +76.92% | Add |
| 6 | MSFT | Microsoft CORP | +0.5% | +11.40% | Add |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +2.42% | Add |
| 8 | HD | Home Depot Inc | +0.3% | +80.00% | Add |
| 9 | MA | Mastercard Inc - A | +0.2% | +36.10% | Add |
| 10 | AMD | Advanced Micro Devices | +0.2% | +1.96% | Add |
| 11 | COST | Costco Wholesale CORP | +0.1% | +37.50% | Add |
| 12 | SPOT | Spotify Technology S.A. | +0.1% | — | Unchanged |
| 13 | VUG | Vanguard Growth ETF | +0.1% | NEW | New buy |
| 14 | JAKK | Jakks Pacific Inc | +0.1% | NEW | New buy |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 16 | VTV | Vanguard Value ETF | +0.1% | NEW | New buy |
| 17 | NOW | Servicenow Inc | 0% | — | Unchanged |
| 18 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 19 | WMT | Walmart Inc | 0% | NEW | New buy |
| 20 | VOO | Vanguard S&p 500 ETF | 0% | NEW | New buy |
| 21 | SCHF | Schwab Intl Equity ETF | 0% | NEW | New buy |
| 22 | PSX | Phillips 66 | 0% | NEW | New buy |
| 23 | XOM | Exxon Mobil CORP | 0% | NEW | New buy |
| 24 | ULTA | Ulta Beauty Inc | — | — | Unchanged |
| 25 | DIS | Walt Disney Co/the | 0% | +0.35% | Add |
| 26 | C | Citigroup Inc | 0% | — | Unchanged |
| 27 | PANW | Palo Alto Networks Inc | 0% | +3.88% | Add |
| 28 | EMR | Emerson Electric Co | -0.1% | — | Unchanged |
| 29 | IBM | Intl Business Machines CORP | -0.1% | — | Unchanged |
| 30 | MRK | Merck & Co. Inc. | -0.1% | +2.27% | Add |
| 31 | PFE | Pfizer Inc | -0.1% | — | Unchanged |
| 32 | CMG | Chipotle Mexican Grill Inc | -0.1% | — | Unchanged |
| 33 | VB | Vanguard Small-cap ETF | -0.2% | +4.39% | Add |
| 34 | JNJ | Johnson & Johnson | -0.2% | +0.91% | Add |
| 35 | SBUX | Starbucks CORP | -0.2% | — | Unchanged |
| 36 | BPRN | Princeton Bancorp Inc | -0.2% | EXIT | Sold out |
| 37 | AVB | Avalonbay Communities Inc | -0.3% | — | Unchanged |
| 38 | QCOM | Qualcomm Inc | -0.3% | — | Unchanged |
| 39 | AMZN | Amazon.com Inc | -0.3% | — | Unchanged |
| 40 | NKE | Nike Inc -cl B | -0.3% | -25.82% | Trim |
| 41 | PYPL | Paypal Holdings Inc | -0.4% | EXIT | Sold out |
| 42 | CMI | Cummins Inc | -0.4% | +3.94% | Add |
| 43 | V | Visa Inc-class A Shares | -0.4% | — | Unchanged |
| 44 | FDX | Fedex CORP | -0.5% | +1.15% | Add |
| 45 | GOOGL | Alphabet Inc-cl A | -0.5% | — | Unchanged |
| 46 | CMCSA | Comcast Corp-class A | -0.5% | EXIT | Sold out |
| 47 | CVX | Chevron CORP | -0.7% | — | Unchanged |
| 48 | AAPL | Apple Inc | -1% | +1.03% | Add |
| 49 | UNH | Unitedhealth Group Inc | -1.1% | +26.64% | Add |
| 50 | ABBV | Abbvie Inc | -1.3% | — | Unchanged |
According to official SEC Form 13F filings, Lynch Asset Management, Inc. reported a total U.S. public equity portfolio value of $365.7M across 56 disclosed positions in Q2 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, META, GOOGL) accounted for 35.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
AVGO
市值: $4.7M
Top Position Liquidated / Trimmed
CMCSA
前期市值: $1.2M
During Q2 2025, Lynch Asset Management, Inc.'s top holdings by market value included NVDA (29.9%)、META (4.6%)、GOOGL (4.4%). The largest single position, NVDA, represented 29.9% of total portfolio value.
In Q2 2025, Lynch Asset Management, Inc. made 32 total portfolio adjustments, initiating 10 new buys, adding to 18 positions, trimming 1 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.