Lynch Asset Management, Inc.
Long book
$298.2M
Q1 2026
Positions
51
Top-10 weight
64%
concentration
Last quarter
+21.3%
SPY +14.8%
Turnover
6%
of book per quarter
Strategy in plain words
auto-generated from filingsLynch Asset Management, Inc. is a concentrated fundamental stock-picker, specialised in technology (63% of the long book), running a $298.2M US long book across 51 positions.
The portfolio is concentrated: the top 10 names carry 64% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, ALPHABET INC-CL A, META PLATFORMS INC-CLASS A, APPLE INC, CUMMINS INC.
Over the last 9 quarters its long book ran on average 1.3pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+11.3%
Q2 2024
+1.2%
Q3 2024
+4.0%
Q4 2024
-10.0%
Q1 2025
+19.6%
Q2 2025
+10.1%
Q3 2025
+2.0%
Q4 2025
-7.0%
Q1 2026
+21.3%
Sector allocation
Technology 64%
Industrials 10%
Consumer discretionary 8%
Financials 5%
Healthcare 5%
Services media 4%
Energy 2%
Communications 1%
Long book by quarter
What does Lynch Asset own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 538.7K | $93.9M | 31.5% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 71.3K | $20.5M | 6.9% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 17.6K | $10.1M | 3.4% | +0.1% |
| AAPL APPLE INC | Technology | 39.7K | $10.1M | 3.4% | Held |
| CMI CUMMINS INC | Industrials | 18.6K | $10.0M | 3.3% | Held |
| ABBV ABBVIE INC | Healthcare | 45.4K | $9.9M | 3.3% | -0.7% |
| MSFT MICROSOFT CORP | Technology | 25.4K | $9.4M | 3.2% | +24.5% |
| GS GOLDMAN SACHS GROUP INC | Financials | 11.0K | $9.3M | 3.1% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 42.6K | $8.9M | 3.0% | Held |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 19.7K | $7.7M | 2.6% | +3.0% |
| AMD ADVANCED MICRO DEVICES | Technology | 35.5K | $7.2M | 2.4% | Held |
| FDX FEDEX CORP | Industrials | 16.6K | $5.9M | 2.0% | -2.1% |
| AVGO BROADCOM INC | Technology | 18.6K | $5.7M | 1.9% | +1.6% |
| PANW PALO ALTO NETWORKS INC | Technology | 35.0K | $5.6M | 1.9% | +29.2% |
| CVX CHEVRON CORP | Energy | 27.1K | $5.6M | 1.9% | Held |
| ETN EATON CORP PLC | Industrials | 13.6K | $4.9M | 1.6% | +1.2% |
| MA MASTERCARD INC - A | Services media | 9.6K | $4.8M | 1.6% | Held |
| UNH UNITEDHEALTH GROUP INC | Financials | 16.6K | $4.5M | 1.5% | +11.4% |
| NOW SERVICENOW INC | Technology | 41.7K | $4.4M | 1.5% | +0.2% |
| TSLA TESLA INC | Industrials | 11.6K | $4.3M | 1.4% | Held |
| DIS WALT DISNEY CO/THE | Services media | 41.9K | $4.0M | 1.4% | -0.9% |
| V VISA INC-CLASS A SHARES | Services media | 13.2K | $4.0M | 1.3% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 3.9K | $3.8M | 1.3% | Held |
| EMR EMERSON ELECTRIC CO | Industrials | 27.5K | $3.6M | 1.2% | Held |
| TT TRANE TECHNOLOGIES PLC | Technology | 8.4K | $3.5M | 1.2% | Held |
| IBM INTL BUSINESS MACHINES CORP | Technology | 12.8K | $3.1M | 1.0% | Held |
| HD HOME DEPOT INC | Consumer discretionary | 9.3K | $3.0M | 1.0% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 11.8K | $2.9M | 1.0% | Held |
| ULTA ULTA BEAUTY INC | Consumer discretionary | 5.5K | $2.8M | 1.0% | Held |
| QCOM QUALCOMM INC | Technology | 16.4K | $2.1M | 0.7% | -1.8% |
| SPOT SPOTIFY TECHNOLOGY SA | Communications | 3.5K | $1.7M | 0.6% | Held |
| CI THE CIGNA GROUP | Financials | 6.3K | $1.7M | 0.6% | -35.7% |
| SBUX STARBUCKS CORP | Consumer discretionary | 18.7K | $1.7M | 0.6% | -1.3% |
| CMG CHIPOTLE MEXICAN GRILL INC | Consumer discretionary | 50.0K | $1.6M | 0.5% | Held |
| WM WASTE MANAGEMENT INC | Utilities | 6.4K | $1.5M | 0.5% | New |
| MRK MERCK & CO. INC. | Healthcare | 10.1K | $1.2M | 0.4% | Held |
| LLY ELI LILLY & CO | Healthcare | 1.1K | $1.0M | 0.3% | Held |
| GEV GE VERNOVA INC | Industrials | 500 | $436K | 0.1% | Held |
| NKE NIKE INC -CL B | Other | 4.2K | $222K | 0.1% | Held |
| WMT WALMART INC | Consumer discretionary | 1.3K | $162K | 0.1% | Held |
| JAKK JAKKS PACIFIC INC | Other | 7.6K | $151K | 0.1% | Held |
| GOOG ALPHABET INC-CL C | Technology | 225 | $65K | 0.0% | Held |
| DE DEERE & CO | Industrials | 100 | $56K | 0.0% | Held |
| MCK MCKESSON CORP | Consumer discretionary | 50 | $43K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 24, 2026 | 51 | $298.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 23, 2026 | 52 | $318.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 27, 2025 | 56 | $312.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 56 | $283.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 16, 2025 | 44 | $222.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 24, 2025 | 42 | $246.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 24, 2024 | 43 | $237.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 22, 2024 | 42 | $234.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 30, 2024 | 43 | $212.6M | canonical | SEC ↗ |