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LYNCH Asset Management, Inc.

CIK:0001906719
Investment Adviser
$283M AUM
56 holdings
Newtown, PA, USA
Founded:2001
2 employees
Latest filing:Jun 30, 2025

Lynch Asset Management, Inc. (LAM) is an SEC-registered investment advisory firm. It provides a disciplined approach to portfolio management based on solid, fundamental research with a long-term view toward asset management.

Latest 13F Filing Activity

LYNCH Asset Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 56 equity positions with a total 13F market value of $283M. The fund increased holdings in Nvidia Corporation, Broadcom Inc., Eaton Corp. PLC among other positions. LYNCH Asset Management, Inc. reduced exposure to Unitedhealth Group Inc., Comcast Corp. New, Abbvie Inc. among others.

Top Buys
N
NVDANVIDIA CORPORATION
+$26.7M
A
AVGOBROADCOM INC
+$4.7M
E
ETNEATON CORP PLC
+$3.9M
M
MSFTMICROSOFT CORP
+$3.2M
T
TTTRANE TECHNOLOGIES PLC
+$3.2M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$1.5M
C
CMCSACOMCAST CORP NEW
-$1.2M
A
ABBVABBVIE INC
-$1.1M
P
PYPLPAYPAL HLDGS INC
-$802.6K
C
CVXCHEVRON CORP NEW
-$653.1K

Top Holdings

N
NVDANVIDIA CORPORATION
+29.9%$84.9M
M
METAMETA PLATFORMS INC
+4.6%$13.0M
G
GOOGLALPHABET INC
+4.4%$12.5M
M
MSFTMICROSOFT CORP
+3.5%$10.0M
A
AMZNAMAZON.COM INC
+3.3%$9.2M

Equity Positions (56)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA CORPORATION29.93%$84.9M537,100$29.65$157.99+$26.7M
META PLATFORMS INC4.60%$13.0M17,675$280.10$738.09+$2.9M
ALPHABET INC4.41%$12.5M71,000$143.03$176.23+$1.5M
MICROSOFT CORP3.51%$10.0M20,025$336.13$497.41+$3.2M
AMAZON.COM INC3.26%$9.2M42,150$155.60$219.39+$1.2M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+35.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.7%
SERVICES-PREPACKAGED SOFTWARE
+8.7%
PHARMACEUTICAL PREPARATIONS
+6.9%
ELECTRONIC COMPUTERS
+3.2%