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CIK: 0001906719
Total reported value
$365.7M
$365.7M
56 檔
41.4%
The Q3 2025 SEC filing reveals that Lynch Asset Management, Inc. held a total portfolio value of $365.7M, covering 56 public equity positions.
In Q3 2025, Lynch Asset Management, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 32.11% | -2.04% | +0.15% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.52% | +0.09% | — | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.12% | -0.67% | -0.85% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 3.40% | -0.19% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.34% | -0.57% | +0.50% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.20% | -0.24% | +0.26% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.98% | -0.20% | +0.59% | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.97% | +1.53% | +19.56% | |
| 9 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.82% | -0.22% | — | |
| 10 | CMI | Cummins Inc | Stock-Industrials | 2.49% | +0.37% | — | |
| 11 | NOW | Servicenow Inc | Stock-Tech | 2.40% | -0.33% | +0.99% | |
| 12 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.93% | +0.09% | — | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.90% | +0.10% | +6.51% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.87% | +3.20% | -0.69% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.74% | +1.34% | +10.58% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.72% | -0.26% | +0.53% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.65% | -0.12% | +0.87% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.64% | +0.37% | +2.07% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 1.58% | +0.02% | +20.00% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.57% | -0.25% | +0.53% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.47% | -0.09% | +1.49% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.41% | -0.09% | -3.01% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.35% | -0.65% | — | |
| 24 | FDX | Fedex CORP | Stock-Industrials | 1.27% | -0.56% | -4.53% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 1.17% | -0.01% | -5.80% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.17% | +0.02% | — | |
| 27 | EMR | Emerson Electric Co | Stock-Industrials | 1.15% | -0.13% | -8.33% | |
| 28 | TT | Trane Technologies plc | Stock-Industrials | 1.08% | -0.04% | — | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.07% | -0.31% | +9.09% | |
| 30 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.95% | -0.29% | — | |
| 31 | CI | THE Cigna Group | Stock-Healthcare | 0.90% | -0.20% | -2.50% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.89% | +0.06% | -19.62% | |
| 33 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.78% | +0.06% | — | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.15% | +2.24% | |
| 35 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.65% | — | — | |
| 36 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.63% | -0.08% | — | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.59% | +0.02% | — | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.52% | -0.04% | +1.33% | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 0.36% | — | -4.71% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | +0.02% | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.24% | -0.06% | — | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.10% | -0.02% | -81.82% | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.08% | — | -50.00% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.07% | — | — | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.05% | — | — | |
| 46 | JAKK | Jakks Pacific Inc | Stock-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% | — | +13.40% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.02% | — | — | |
| 50 | PSX | Phillips 66 | Stock-Energy | 0.02% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +6% | +0.15% | Add |
| 2 | TT | Trane Technologies plc | +0.9% | — | Add |
| 3 | TSLA | Tesla Inc | +0.9% | +0.87% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | — | Unchanged |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | +19.56% | Add |
| 6 | HD | Home Depot Inc | +0.4% | — | Add |
| 7 | MSFT | Microsoft CORP | +0.3% | +0.50% | Add |
| 8 | AMD | Advanced Micro Devices | +0.2% | -0.69% | Add |
| 9 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 10 | COST | Costco Wholesale CORP | +0.1% | +9.09% | Add |
| 11 | ULTA | Ulta Beauty Inc | +0.1% | — | Unchanged |
| 12 | MA | Mastercard Inc - A | 0% | +0.53% | Add |
| 13 | CMI | Cummins Inc | 0% | — | Add |
| 14 | PANW | Palo Alto Networks Inc | 0% | +10.58% | Add |
| 15 | SPOT | Spotify Technology S.A. | -0.1% | — | Unchanged |
| 16 | C | Citigroup Inc | -0.1% | -50.00% | Trim |
| 17 | JNJ | Johnson & Johnson | -0.1% | +2.24% | Add |
| 18 | VXUS | Vanguard Total Intl Stock | -0.2% | — | Trim |
| 19 | VB | Vanguard Small-cap ETF | -0.2% | +1.49% | Add |
| 20 | DIS | Walt Disney Co/the | -0.3% | +0.53% | Add |
| 21 | SBUX | Starbucks CORP | -0.3% | +1.33% | Add |
| 22 | EMR | Emerson Electric Co | -0.3% | -8.33% | Trim |
| 23 | AVB | Avalonbay Communities Inc | -0.4% | — | Unchanged |
| 24 | IBM | Intl Business Machines CORP | -0.4% | -5.80% | Trim |
| 25 | META | Meta Platforms Inc-class A | -0.5% | -0.85% | Trim |
| 26 | NOW | Servicenow Inc | -0.5% | +0.99% | Add |
| 27 | CMG | Chipotle Mexican Grill Inc | -0.5% | — | Unchanged |
| 28 | QCOM | Qualcomm Inc | -0.6% | -19.62% | Trim |
| 29 | CI | THE Cigna Group | -0.6% | -2.50% | Trim |
| 30 | AMZN | Amazon.com Inc | -0.6% | +0.59% | Add |
| 31 | FDX | Fedex CORP | -0.6% | -4.53% | Trim |
| 32 | AAPL | Apple Inc | -0.7% | +0.26% | Add |
| 33 | CVX | Chevron CORP | -0.7% | — | Unchanged |
| 34 | V | Visa Inc-class A Shares | -0.7% | -3.01% | Trim |
| 35 | NKE | Nike Inc -cl B | -0.9% | -81.82% | Trim |
| 36 | ABBV | Abbvie Inc | -0.9% | — | Unchanged |
| 37 | UNH | Unitedhealth Group Inc | -1.1% | +2.07% | Add |
| 38 | NVO | Novo-nordisk A/s-spons Adr | -1.4% | — | Add |
| 39 | AVGO | Broadcom Inc | — | NEW | New buy |
| 40 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 41 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 42 | PYPL | Paypal Holdings Inc | — | EXIT | Sold out |
| 43 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 44 | BPRN | Princeton Bancorp Inc | — | EXIT | Sold out |
| 45 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 46 | GEHC | GE Healthcare Technology | — | EXIT | Sold out |
| 47 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 48 | JAKK | Jakks Pacific Inc | — | NEW | New buy |
| 49 | WMT | Walmart Inc | — | NEW | New buy |
| 50 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
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 Q3 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 41.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVGO
市值: $5.9M
Top Position Liquidated / Trimmed
CMCSA
前期市值: $1.2M
During Q3 2025, Lynch Asset Management, Inc.'s top holdings by market value included NVDA (32.1%)、GOOGL (5.5%)、META (4.1%). The largest single position, NVDA, represented 32.1% of total portfolio value.
In Q3 2025, Lynch Asset Management, Inc. made 42 total portfolio adjustments, initiating 8 new buys, adding to 20 positions, trimming 10 holdings, and fully liquidating 4 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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