Lynch Asset Management, Inc. — 13F Holdings & Portfolio

CIK 1906719 · latest 13F-HR filed 2026-04-24

Lynch Asset Management, Inc. manages $298.2M in 13F-reported U.S. long-equity assets across 51 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (31.51%), GOOGL (6.87%), META (3.38%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 2, added to 15, and trimmed 26.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$298.2M

Long-equity book

Holdings

51

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

+1 / −2 / ↑15 / ↓26

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CHEVRON CORP NEW$1.5M +35.8%
  • FEDEX CORP$1.0M +20.8%
  • PALO ALTO NETWORKS INC$619.4K +12.4%
  • EATON CORP PLC$584.3K +13.6%
  • COSTCO WHSL CORP NEW$516.2K +15.5%
Show all 15

Top Trims

  • NVIDIA CORPORATION-$6.5M -6.5%
  • SERVICENOW INC-$2.0M -31.6%
  • ALPHABET INC-$1.8M -8.1%
  • NOVO-NORDISK A S-$1.5M -28.0%
  • META PLATFORMS INC-$1.5M -13.2%
Show all 26

New Positions

  • WASTE MGMT INC DEL$1.5M
Show all 1

Exited Positions

  • PFIZER INC$891.4K
  • CITIGROUP INC$291.7K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $93.9M 31.51% 538,700 SH
2 ALPHABET INC GOOGL 02079K305 $20.5M 6.87% 71,250 SH
3 META PLATFORMS INC META 30303M102 $10.1M 3.38% 17,625 SH
4 APPLE INC AAPL 037833100 $10.1M 3.38% 39,700 SH
5 CUMMINS INC CMI 231021106 $10.0M 3.35% 18,550 SH
6 ABBVIE INC ABBV 00287Y109 $9.9M 3.31% 45,350 SH
7 MICROSOFT CORP MSFT 594918104 $9.4M 3.16% 25,425 SH
8 GOLDMAN SACHS GROUP INC GS 38141G104 $9.3M 3.13% 11,040 SH
9 AMAZON.COM INC AMZN 023135106 $8.9M 2.98% 42,650 SH
10 CROWDSTRIKE HLDGS INC CRWD 22788C105 $7.7M 2.58% 19,675 SH
11 ADVANCED MICRO DEVICES INC AMD 007903107 $7.2M 2.42% 35,525 SH
12 FEDEX CORP FDX 31428X106 $5.9M 1.98% 16,600 SH
13 BROADCOM INC AVGO 11135F101 $5.7M 1.93% 18,550 SH
14 PALO ALTO NETWORKS INC PANW 697435105 $5.6M 1.88% 35,000 SH
15 CHEVRON CORP NEW CVX 166764100 $5.6M 1.88% 27,100 SH
16 EATON CORP PLC ETN G29183103 $4.9M 1.63% 13,620 SH
17 MASTERCARD INCORPORATED MA 57636Q104 $4.8M 1.60% 9,575 SH
18 VANGUARD INDEX FDS VB 922908751 $4.8M 1.59% 18,150 SH
19 UNITEDHEALTH GROUP INC UNH 91324P102 $4.5M 1.51% 16,650 SH
20 SERVICENOW INC NOW 81762P102 $4.4M 1.46% 41,675 SH
21 TESLA INC TSLA 88160R101 $4.3M 1.45% 11,600 SH
22 DISNEY WALT CO DIS 254687106 $4.0M 1.35% 41,900 SH
23 VISA INC V 92826C839 $4.0M 1.33% 13,150 SH
24 NOVO-NORDISK A S NVO 670100205 $4.0M 1.33% 108,050 SH
25 COSTCO WHSL CORP NEW COST 22160K105 $3.8M 1.29% 3,850 SH
26 EMERSON ELEC CO EMR 291011104 $3.6M 1.21% 27,500 SH
27 TRANE TECHNOLOGIES PLC TT G8994E103 $3.5M 1.17% 8,400 SH
28 INTERNATIONAL BUSINESS MACHS IBM 459200101 $3.1M 1.04% 12,850 SH
29 HOME DEPOT INC HD 437076102 $3.0M 1.02% 9,250 SH
30 JOHNSON & JOHNSON JNJ 478160104 $2.9M 0.97% 11,850 SH
31 ULTA BEAUTY INC ULTA 90384S303 $2.8M 0.96% 5,450 SH
32 QUALCOMM INC QCOM 747525103 $2.1M 0.71% 16,400 SH
33 VANGUARD STAR FDS VXUS 921909768 $1.9M 0.65% 25,150 SH
34 SPOTIFY TECHNOLOGY S A SPOT L8681T102 $1.7M 0.57% 3,500 SH
35 THE CIGNA GROUP CI 125523100 $1.7M 0.56% 6,300 SH
36 STARBUCKS CORP SBUX 855244109 $1.7M 0.56% 18,725 SH
37 CHIPOTLE MEXICAN GRILL INC CMG 169656105 $1.6M 0.54% 50,000 SH
38 WASTE MGMT INC DEL WM 94106L109 $1.5M 0.49% 6,400 SH
39 MERCK & CO INC MRK 58933Y105 $1.2M 0.41% 10,100 SH
40 ELI LILLY & CO LLY 532457108 $1.0M 0.34% 1,100 SH
41 GE VERNOVA INC GEV 36828A101 $436.4K 0.15% 500 SH
42 NIKE INC NKE 654106103 $221.8K 0.07% 4,200 SH
43 VANGUARD INDEX FDS VUG 922908736 $187.4K 0.06% 429 SH
44 WALMART INC WMT 931142103 $161.6K 0.05% 1,300 SH
45 JAKKS PAC INC JAKK 47012E403 $151.4K 0.05% 7,600 SH
46 VANGUARD INDEX FDS VTV 922908744 $125.4K 0.04% 639 SH
47 VANGUARD INDEX FDS VOO 922908363 $65.7K 0.02% 110 SH
48 ALPHABET INC GOOG 02079K107 $64.5K 0.02% 225 SH
49 DEERE & CO DE 244199105 $56.3K 0.02% 100 SH
50 MCKESSON CORP MCK 58155Q103 $43.3K 0.01% 50 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-24 $298.2M 51 0001906719-26-000005
2025-12-31 2026-01-23 $318.1M 52 0001906719-26-000003