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CIK: 0001906719
Total reported value
$365.7M
$365.7M
51 檔
39.5%
At the close of Q1 2026, Lynch Asset Management, Inc. disclosed equity holdings valued at approximately $365.7M, spread across 51 reported holdings.
Lynch Asset Management, Inc. executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 2 holdings and trimming 9 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 31.51% | -2.04% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.87% | +0.09% | — | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.38% | -0.67% | +0.14% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.38% | -0.24% | — | |
| 5 | CMI | Cummins Inc | Stock-Industrials | 3.35% | +0.37% | — | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 3.31% | -0.19% | -0.66% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.16% | -0.57% | +24.48% | |
| 8 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.13% | -0.22% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.98% | -0.20% | — | |
| 10 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.58% | +1.53% | +3.01% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 2.42% | +3.20% | — | |
| 12 | FDX | Fedex CORP | Stock-Industrials | 1.98% | -0.56% | -2.06% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.93% | +0.10% | +1.64% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.88% | +1.34% | +29.15% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.88% | -0.65% | — | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 1.63% | +0.02% | +1.19% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 1.60% | -0.26% | — | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.59% | -0.09% | +0.28% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.51% | +0.37% | +11.37% | |
| 20 | NOW | Servicenow Inc | Stock-Tech | 1.46% | -0.33% | +0.24% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.45% | -0.12% | — | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.35% | -0.25% | -0.95% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | -0.09% | — | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.33% | +0.09% | -0.28% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.29% | -0.31% | — | |
| 26 | EMR | Emerson Electric Co | Stock-Industrials | 1.21% | -0.13% | — | |
| 27 | TT | Trane Technologies plc | Stock-Industrials | 1.17% | -0.04% | — | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 1.04% | -0.01% | — | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | +0.02% | — | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.15% | — | |
| 31 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.96% | -0.29% | — | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.71% | +0.06% | -1.80% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.65% | +0.02% | — | |
| 34 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.57% | +0.06% | — | |
| 35 | CI | THE Cigna Group | Stock-Healthcare | 0.56% | -0.20% | -35.71% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.56% | -0.04% | -1.32% | |
| 37 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.54% | -0.08% | — | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.49% | -0.07% | — | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | -0.06% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.02% | — | |
| 41 | GEV | GE Vernova Inc | Stock-Industrials | 0.15% | +0.01% | — | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.07% | -0.02% | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.06% | — | -3.16% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.05% | -0.01% | — | |
| 45 | JAKK | Jakks Pacific Inc | Stock-Other | 0.05% | — | — | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.04% | — | -4.77% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.02% | — | — | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.02% | — | — | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.02% | — | — | |
| 50 | MCK | Mckesson CORP | Stock-Healthcare | 0.01% | +0.21% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.6% | — | Unchanged |
| 2 | FDX | Fedex CORP | +0.4% | -2.06% | Trim |
| 3 | CMI | Cummins Inc | +0.4% | — | Unchanged |
| 4 | PANW | Palo Alto Networks Inc | +0.3% | +29.15% | Add |
| 5 | ETN | Eaton Corporation plc | +0.3% | +1.19% | Add |
| 6 | COST | Costco Wholesale CORP | +0.3% | — | Unchanged |
| 7 | JNJ | Johnson & Johnson | +0.2% | — | Unchanged |
| 8 | TT | Trane Technologies plc | +0.1% | — | Unchanged |
| 9 | VB | Vanguard Small-cap ETF | +0.1% | +0.28% | Add |
| 10 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 11 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 12 | SBUX | Starbucks CORP | +0.1% | -1.32% | Trim |
| 13 | EMR | Emerson Electric Co | +0.1% | — | Unchanged |
| 14 | MSFT | Microsoft CORP | +0.1% | +24.48% | Add |
| 15 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 16 | VXUS | Vanguard Total Intl Stock | +0.1% | — | Unchanged |
| 17 | ABBV | Abbvie Inc | 0% | -0.66% | Trim |
| 18 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 19 | HD | Home Depot Inc | 0% | — | Unchanged |
| 20 | JAKK | Jakks Pacific Inc | 0% | — | Unchanged |
| 21 | DE | Deere & Co | 0% | — | Unchanged |
| 22 | WMT | Walmart Inc | — | — | Unchanged |
| 23 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 24 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 25 | VTV | Vanguard Value ETF | — | -4.77% | Trim |
| 26 | MCK | Mckesson CORP | — | — | Unchanged |
| 27 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | — | — | Unchanged |
| 28 | AAPL | Apple Inc | 0% | — | Unchanged |
| 29 | NKE | Nike Inc -cl B | 0% | — | Unchanged |
| 30 | VUG | Vanguard Growth ETF | 0% | -3.16% | Trim |
| 31 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 32 | UNH | Unitedhealth Group Inc | 0% | +11.37% | Add |
| 33 | CMG | Chipotle Mexican Grill Inc | 0% | — | Unchanged |
| 34 | AVGO | Broadcom Inc | -0.1% | +1.64% | Add |
| 35 | SPOT | Spotify Technology S.A. | -0.1% | — | Unchanged |
| 36 | NVDA | Nvidia CORP | -0.1% | — | Unchanged |
| 37 | ULTA | Ulta Beauty Inc | -0.1% | — | Unchanged |
| 38 | AMZN | Amazon.com Inc | -0.1% | — | Unchanged |
| 39 | MA | Mastercard Inc - A | -0.1% | — | Unchanged |
| 40 | V | Visa Inc-class A Shares | -0.1% | — | Unchanged |
| 41 | GOOGL | Alphabet Inc-cl A | -0.1% | — | Unchanged |
| 42 | DIS | Walt Disney Co/the | -0.2% | -0.95% | Trim |
| 43 | IBM | Intl Business Machines CORP | -0.2% | — | Unchanged |
| 44 | TSLA | Tesla Inc | -0.2% | — | Unchanged |
| 45 | QCOM | Qualcomm Inc | -0.2% | -1.80% | Trim |
| 46 | CRWD | Crowdstrike Holdings Inc - A | -0.2% | +3.01% | Add |
| 47 | META | Meta Platforms Inc-class A | -0.3% | +0.14% | Add |
| 48 | CI | THE Cigna Group | -0.3% | -35.71% | Trim |
| 49 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | -0.28% | Trim |
| 50 | NOW | Servicenow Inc | -0.5% | +0.24% | 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 51 disclosed positions in Q1 2026.
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 39.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
WM
市值: $1.5M
Top Position Liquidated / Trimmed
PFE
前期市值: $891.4K
During Q1 2026, Lynch Asset Management, Inc.'s top holdings by market value included NVDA (31.5%)、GOOGL (6.9%)、META (3.4%). The largest single position, NVDA, represented 31.5% of total portfolio value.
In Q1 2026, Lynch Asset Management, Inc. made 21 total portfolio adjustments, initiating 1 new buys, adding to 9 positions, trimming 9 holdings, and fully liquidating 2 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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