Lynch Asset Management, Inc. 13F Holdings · Q2 2026
Lynch Asset Management, Inc. reported 52 securities worth $365.72M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (29.47%), GOOGL (6.96%), AMD (5.62%). Among its top 25 positions this quarter: 5 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $107.8M | 29.47% | 538,700 | Hold |
| 2 | GOOGL | ALPHABET INC | $25.5M | 6.96% | 71,250 | Hold |
| 3 | AMD | ADVANCED MICRO DEVICES INC | $20.6M | 5.62% | 35,400 | Trimmed |
| 4 | CRWD | CROWDSTRIKE HLDGS INC | $15.0M | 4.11% | 19,675 | Hold |
| 5 | CMI | CUMMINS INC | $13.6M | 3.72% | 19,050 | Added |
| 6 | PANW | PALO ALTO NETWORKS INC | $11.8M | 3.22% | 34,550 | Trimmed |
| 7 | AAPL | APPLE INC | $11.5M | 3.14% | 39,700 | Hold |
| 8 | ABBV | ABBVIE INC | $11.4M | 3.12% | 45,350 | Hold |
| 9 | GS | GOLDMAN SACHS GROUP INC | $10.7M | 2.91% | 10,540 | Trimmed |
| 10 | AMZN | AMAZON.COM INC | $10.2M | 2.78% | 42,650 | Hold |
| 11 | META | META PLATFORMS INC | $9.9M | 2.71% | 17,625 | Hold |
| 12 | MSFT | MICROSOFT CORP | $9.5M | 2.59% | 25,375 | Trimmed |
| 13 | AVGO | BROADCOM INC | $7.4M | 2.03% | 19,700 | Added |
| 14 | UNH | UNITEDHEALTH GROUP INC | $6.9M | 1.88% | 16,550 | Trimmed |
| 15 | ETN | EATON CORP PLC | $6.0M | 1.65% | 14,120 | Added |
| 16 | VB | VANGUARD INDEX FDS | $5.5M | 1.50% | 18,150 | Hold |
| 17 | FDX | FEDEX CORP | $5.2M | 1.42% | 16,600 | Hold |
| 18 | NVO | NOVO-NORDISK A S | $5.2M | 1.42% | 108,350 | Added |
| 19 | MA | MASTERCARD INCORPORATED | $4.9M | 1.34% | 9,575 | Hold |
| 20 | TSLA | TESLA INC | $4.9M | 1.33% | 11,600 | Hold |
| 21 | V | VISA INC | $4.5M | 1.24% | 13,250 | Added |
| 22 | CVX | CHEVRON CORP NEW | $4.5M | 1.23% | 27,100 | Hold |
| 23 | NOW | SERVICENOW INC | $4.1M | 1.13% | 41,675 | Hold |
| 24 | TT | TRANE TECHNOLOGIES PLC | $4.1M | 1.13% | 8,400 | Hold |
| 25 | DIS | DISNEY WALT CO | $4.0M | 1.10% | 41,900 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR