Lynch Asset Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Lynch Asset Management, Inc. reported 52 stock positions worth $318.1 million. Its top holding was Nvidia (NVDA) at 31.6% of the portfolio, followed by Alphabet Class A (GOOGL, 7.0%) and Meta Platforms Class A (META, 3.7%). Compared with Q3 2025, it opened 1 new position, sold out of 5, added to 24 and reduced 12. The biggest buy was Alphabet Class A (GOOGL, shares +0%) and the biggest sale an exit from Avalonbay Communities (AVB).
- Most Recent 13F
- Q2 2026
- Location
- NEWTOWN, PA
- CIK
- 0001906719
- Portfolio Value
- $318.1M (Q4 2025)
- SEC Filing
- 0001906719-26-000003 ↗ filed Jan 23, 2026
Holdings Value
Holdings 52 stocks · $318.1M
| NVDA Nvidia Corp. | 31.59% | 538,700 | $100.5M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 7.01% | 71,250 | $22.3M | Add +0.3% |
| META Meta Platforms Inc. Class A | 3.65% | 17,600 | $11.6M | Add +0.4% |
| AAPL Apple Inc. | 3.39% | 39,700 | $10.8M | Add +1.2% |
| ABBV Abbvie Inc. | 3.28% | 45,650 | $10.4M | Reduce -0.4% |
| MSFT Microsoft Corp. | 3.11% | 20,425 | $9.9M | Add +1.5% |
| AMZN Amazon.com Inc. | 3.10% | 42,650 | $9.8M | Add +0.6% |
| GS Goldman Sachs Group Inc. | 3.05% | 11,040 | $9.7M | Reduce -0.1% |
| CMI Cummins Inc. | 2.98% | 18,550 | $9.5M | Add +0.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.81% | 19,100 | $9.0M | Add +0.8% |
| AMD Advanced Micro Devices | 2.39% | 35,525 | $7.6M | Reduce -1.7% |
| NOW ServiceNow Inc. | 2.00% | 41,575 | $6.4M | Add +2.0% |
| AVGO Broadcom Inc. | 1.99% | 18,250 | $6.3M | Add +1.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.73% | 108,350 | $5.5M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 1.72% | 9,575 | $5.5M | Add +1.1% |
| TSLA Tesla Inc. | 1.64% | 11,600 | $5.2M | No change |
| PANW Palo Alto Networks Inc. | 1.57% | 27,100 | $5.0M | Add +1.7% |
| UNH Unitedhealth Group Inc. | 1.55% | 14,950 | $4.9M | Add +1.0% |
| FDX FedEx Corp. | 1.54% | 16,950 | $4.9M | Add +0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.51% | 42,300 | $4.8M | Reduce -1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.47% | 18,100 | $4.7M | No change |
| V Visa Inc. Class A | 1.45% | 13,150 | $4.6M | Add +1.9% |
| ETN Eaton Corp. PLC | 1.35% | 13,460 | $4.3M | Add +2.0% |
| CVX Chevron Corp. | 1.30% | 27,100 | $4.1M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.20% | 12,850 | $3.8M | Reduce -1.1% |
| EMR Emerson Electric Co. | 1.15% | 27,500 | $3.6M | No change |
| COST Costco Wholesale Corp. | 1.04% | 3,850 | $3.3M | Add +6.9% |
| ULTA Ulta Beauty Inc. | 1.04% | 5,450 | $3.3M | No change |
| TT Trane Technologies PLC | 1.03% | 8,400 | $3.3M | Add +5.0% |
| HD Home Depot Inc. | 1.00% | 9,250 | $3.2M | Add +2.8% |
| QCOM Qualcomm Inc. | 0.90% | 16,700 | $2.9M | Reduce -0.6% |
| CI The Cigna Group | 0.85% | 9,800 | $2.7M | Add +0.5% |
| JNJ Johnson & Johnson | 0.77% | 11,850 | $2.5M | Add +4.0% |
| SPOT Spotify Technology SA | 0.64% | 3,500 | $2.0M | No change |
| VXUS Vanguard Total Intl Stock | 0.60% | 25,150 | $1.9M | No change |
| CMG Chipotle Mexican Grill Inc. | 0.58% | 50,000 | $1.9M | No change |
| SBUX Starbucks Corp. | 0.50% | 18,975 | $1.6M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.37% | 1,100 | $1.2M | Add +10.0% |
| MRK Merck & Co. Inc. | 0.33% | 10,100 | $1.1M | Add +12.2% |
| PFE Pfizer Inc. | 0.28% | 35,800 | $891K | Reduce -19.6% |
| GEV GE Vernova Inc. | 0.10% | 500 | $327K | New |
| C Citigroup Inc. | 0.09% | 2,500 | $292K | No change |
| NKE Nike Inc. Class B | 0.08% | 4,200 | $268K | Reduce -10.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 443 | $216K | No change |
| WMT Walmart Inc. | 0.05% | 1,300 | $145K | Add +62.5% |
| JAKK Jakks Pacific Inc. | 0.04% | 7,600 | $128K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 671 | $128K | Reduce -18.0% |
| GOOG Alphabet Inc. Class C | 0.02% | 225 | $71K | Reduce -10.0% |
| VOO Vanguard S&P 500 ETF | 0.02% | 110 | $69K | No change |
| DE Deere & Co. | 0.01% | 100 | $47K | No change |
| MCK McKesson Corp. | 0.01% | 50 | $41K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.00% | 250 | $11K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| AVB Avalonbay Communities Inc. | Sold out | 0.00% | −0.65 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.3% | 1.73% | −0.20 |
| ABBV Abbvie Inc. | Reduce -0.4% | 3.28% | −0.12 |
| PFE Pfizer Inc. | Reduce -19.6% | 0.28% | −0.08 |
| DIS The Walt Disney Co. | Reduce -1.4% | 1.51% | −0.06 |
| NKE Nike Inc. Class B | Reduce -10.6% | 0.08% | −0.02 |
| PSX Phillips 66 | Sold out | 0.00% | −0.02 |
| SBUX Starbucks Corp. | Reduce -0.7% | 0.50% | −0.01 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.01 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -18.0% | 0.04% | −0.01 |
| PK Park Hotels & Resorts Inc. | Sold out | 0.00% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -10.0% | 0.02% | +0.00 |
| QCOM Qualcomm Inc. | Reduce -0.6% | 0.90% | +0.00 |
| IBM Intl Business Machines Corp. | Reduce -1.1% | 1.20% | +0.02 |
| GS Goldman Sachs Group Inc. | Reduce -0.1% | 3.05% | +0.24 |
| AMD Advanced Micro Devices | Reduce -1.7% | 2.39% | +0.52 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +0.3% | 7.01% | +1.49 |
| CMI Cummins Inc. | Add +0.5% | 2.98% | +0.48 |
| FDX FedEx Corp. | Add +0.6% | 1.54% | +0.27 |
| AAPL Apple Inc. | Add +1.2% | 3.39% | +0.20 |
| LLY Eli Lilly & Co. | Add +10.0% | 0.37% | +0.13 |
| AMZN Amazon.com Inc. | Add +0.6% | 3.10% | +0.12 |
| GEV GE Vernova Inc. | New | 0.10% | +0.10 |
| JNJ Johnson & Johnson | Add +4.0% | 0.77% | +0.09 |
| MRK Merck & Co. Inc. | Add +12.2% | 0.33% | +0.09 |
| AVGO Broadcom Inc. | Add +1.4% | 1.99% | +0.09 |
| V Visa Inc. Class A | Add +1.9% | 1.45% | +0.04 |
| WMT Walmart Inc. | Add +62.5% | 0.05% | +0.02 |
| MA Mastercard Inc. Class A | Add +1.1% | 1.72% | −0.01 |
| COST Costco Wholesale Corp. | Add +6.9% | 1.04% | −0.02 |
| CI The Cigna Group | Add +0.5% | 0.85% | −0.05 |
| TT Trane Technologies PLC | Add +5.0% | 1.03% | −0.05 |
| UNH Unitedhealth Group Inc. | Add +1.0% | 1.55% | −0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.8% | 2.81% | −0.16 |
| HD Home Depot Inc. | Add +2.8% | 1.00% | −0.17 |
| PANW Palo Alto Networks Inc. | Add +1.7% | 1.57% | −0.17 |
| MSFT Microsoft Corp. | Add +1.5% | 3.11% | −0.23 |
| ETN Eaton Corp. PLC | Add +2.0% | 1.35% | −0.23 |
| NOW ServiceNow Inc. | Add +2.0% | 2.00% | −0.40 |
| META Meta Platforms Inc. Class A | Add +0.4% | 3.65% | −0.47 |
| NVDA Nvidia Corp. | Add +0.1% | 31.59% | −0.52 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 52 | $365.7M | NVDA, GOOGL, AMD, CRWD, CMI |
| Q1 2026 | 51 | $298.2M | NVDA, GOOGL, META, AAPL, CMI |
| Q4 2025 | 52 | $318.1M | NVDA, GOOGL, META, AAPL, ABBV |
| Q3 2025 | 56 | $312.6M | NVDA, GOOGL, META, ABBV, MSFT |
| Q2 2025 | 56 | $283.5M | NVDA, META, GOOGL, MSFT, AMZN |
| Q1 2025 | 44 | $222.8M | NVDA, GOOGL, META, ABBV, AAPL |
| Q4 2024 | 42 | $246.9M | NVDA, GOOGL, META, AAPL, NVO |
| Q3 2024 | 43 | $237.8M | NVDA, NVO, GOOGL, META, ABBV |
| Q2 2024 | 42 | $234.3M | NVDA, NVO, GOOGL, META, AAPL |
| Q1 2024 | 43 | $212.6M | NVDA, NVO, GOOGL, META, ABBV |