Lynch Asset Management, Inc.
Filing Date
Global Rank
#3,487
/ 8,603
▼ 19
· as of Mar 2026
Top Industry
Semiconductors
38.4%
3Y Alpha vs SPY
+3.3%
Period ended 3 months ago
Filed Apr 24, 2026 · 3mo
18 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+91.1%
SPY
+76.0%
Annualised alpha
+3.4%
Max drawdown
−25.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
33.1%
−0.1 pts
Top 5
50.9%
−0.4 pts
Top 10
66.6%
−0.0 pts
HHI
1,279
Diversified−5
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 50.5% | $143,519,928 |
| Communication Services | 12.8% | $36,307,948 |
| Industrials | 10.1% | $28,683,212 |
| Healthcare | 8.9% | $25,186,414 |
| Consumer Cyclical | 8.0% | $22,737,324 |
| Financial Services | 6.4% | $18,098,429 |
| Energy | 2.0% | $5,606,990 |
| Consumer Defensive | 1.4% | $3,997,819 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PANW | Palo Alto Networks Inc | +7,900 | 35,000 | $5,611,200 | |
| MSFT | Microsoft Corp | +5,000 | 25,425 | $9,411,572 | |
| UNH | Unitedhealth Group Inc | +1,700 | 16,650 | $4,505,323 | |
| CRWD | CrowdStrike Holdings, Inc. | +575 | 19,675 | $1,920,329 | |
| AVGO | Broadcom Inc. | +300 | 18,550 | $5,741,410 | |
| ETN | Eaton Corp plc | +160 | 13,620 | $4,871,465 | |
| NOW | ServiceNow, Inc. | +100 | 41,675 | $4,357,121 | |
| META | Meta Platforms, Inc. | +25 | 17,625 | $10,083,791 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CI | Cigna Group | −3,500 | 6,300 | $1,680,525 | |
| DIS | Walt Disney Co | −400 | 41,900 | $4,038,322 | |
| FDX | Fedex Corp | −350 | 16,600 | $4,764,374 | |
| QCOM | Qualcomm Inc/De | −300 | 16,400 | $2,111,992 | |
| ABBV | AbbVie Inc. | −300 | 45,350 | $9,863,171 | |
| NVO | Novo Nordisk A S | −300 | 108,050 | $3,970,837 | |
| SBUX | Starbucks Corp | −250 | 18,725 | $1,677,572 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WM | Waste Management Inc | 6,400 | $1,470,656 | |
| No positions match the current search. | ||||
44 positions ·
$284,138,064 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Held | 538,700 | $93,949,280 | 33.06% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 71,250 | $20,488,650 | 7.21% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 17,625 | $10,083,791 | 3.55% | |
| AAPL |
Apple Inc.
Technology
|
Held | 39,700 | $10,075,463 | 3.55% | |
| CMI |
Cummins Inc
Industrials
|
Held | 18,550 | $9,980,271 | 3.51% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 45,350 | $9,863,171 | 3.47% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 25,425 | $9,411,572 | 3.31% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 11,040 | $9,339,729 | 3.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 42,650 | $8,882,715 | 3.13% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 35,525 | $7,226,850 | 2.54% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 18,550 | $5,741,410 | 2.02% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 35,000 | $5,611,200 | 1.97% | |
| CVX |
Chevron Corp
Energy
|
Held | 27,100 | $5,606,990 | 1.97% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 13,620 | $4,871,465 | 1.71% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 9,575 | $4,784,244 | 1.68% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 16,600 | $4,764,374 | 1.68% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 16,650 | $4,505,323 | 1.59% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 41,675 | $4,357,121 | 1.53% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 11,600 | $4,312,300 | 1.52% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 41,900 | $4,038,322 | 1.42% | |
| V |
Visa Inc.
Financial Services
|
Held | 13,150 | $3,974,456 | 1.40% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Reduced | 108,050 | $3,970,837 | 1.40% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 3,850 | $3,836,255 | 1.35% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 27,500 | $3,603,050 | 1.27% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 8,400 | $3,500,616 | 1.23% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 12,850 | $3,114,711 | 1.10% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 9,250 | $3,042,232 | 1.07% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 11,850 | $2,896,614 | 1.02% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
Held | 5,450 | $2,848,769 | 1.00% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 16,400 | $2,111,992 | 0.74% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 19,675 | $1,920,329 | 0.68% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
Held | 3,500 | $1,697,185 | 0.60% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 6,300 | $1,680,525 | 0.59% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 18,725 | $1,677,572 | 0.59% | |
| CMG |
Chipotle Mexican Grill Inc
Consumer Cyclical
|
Held | 50,000 | $1,600,500 | 0.56% | |
| WM |
Waste Management Inc
Industrials
|
NEW | 6,400 | $1,470,656 | 0.52% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 10,100 | $1,214,929 | 0.43% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 1,100 | $1,011,747 | 0.36% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 500 | $436,450 | 0.15% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Held | 4,200 | $221,844 | 0.08% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 1,300 | $161,564 | 0.06% | |
| JAKK |
Jakks Pacific Inc
Consumer Cyclical
|
Held | 7,600 | $151,392 | 0.05% | |
| DE |
Deere & Co
Industrials
|
Held | 100 | $56,330 | 0.02% | |
| MCK |
Mckesson Corp
Healthcare
|
Held | 50 | $43,268 | 0.02% |