Lynch Asset Management
NEWTOWN, PAfiles as Lynch Asset Management, Inc.
$366m in 52 US stocks at the end of 30 June 2026. The top 10 are 65.1% of the money. It changed about 7.9% of the portfolio this quarter.
Value
$366m
Stocks
52
Top 10 share
65.1%
Turnover
7.9%
What changed this quarter
New
Bought for the first time this quarter.
- FedEx Freight Holding CompanyFDXF0.4% of the fund
Added
Bought more of a stock they already held.
- CumminsCMI3.7% of the fund+3%
- BroadcomAVGO2.0% of the fund+6%
- EatonETN1.6% of the fund+4%
- Home DepotHD1.0% of the fund+16%
- International Business MachinesIBM1.0% of the fund+4%
- Vanguard Star FDSVXUS0.7% of the fund+14%
- Spotify TechnologySPOT0.6% of the fund+43%
- Waste ManagementWM0.4% of the fund+7%
- MckessonMCK0.2% of the fund+2000%
Cut
Sold some of their stake.
- Goldman Sachs GroupGS2.9% of the fund-5%
- QualcommQCOM0.8% of the fund-7%
- Cigna GroupCI0.4% of the fund-25%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard Index FDSVB
- Share
- 1.5%
- Value
- $6m
- Shares
- 18,150
Held
- Vanguard Star FDSVXUS
- Share
- 0.7%
- Value
- $2m
- Shares
- 28,650
+14%
- Vanguard Index FDSVUG
- Share
- <0.1%
- Value
- $221,724
- Shares
- 2,574
Held
- Vanguard Index FDSVTV
- Share
- <0.1%
- Value
- $139,257
- Shares
- 639
Held
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $75,549
- Shares
- 110
Held
- Spdr Series TrustSPYD
- Share
- <0.1%
- Value
- $11,928
- Shares
- 250
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 29.5% | $108m | 538,700 | Held |
| AlphabetGOOGL | 7.0% | $25m | 71,250 | Held |
| Advanced Micro DevicesAMD | 5.6% | $21m | 35,400 | Held |
| CrowdStrike HoldingsCRWD | 4.1% | $15m | 19,675 | Held |
| CumminsCMI | 3.7% | $14m | 19,050 | +3% |
| Palo Alto NetworksPANW | 3.2% | $12m | 34,550 | Held |
| AppleAAPL | 3.1% | $11m | 39,700 | Held |
| AbbVieABBV | 3.1% | $11m | 45,350 | Held |
| Goldman Sachs GroupGS | 2.9% | $11m | 10,540 | -5% |
| Amazon.comAMZN | 2.8% | $10m | 42,650 | Held |
| Meta PlatformsMETA | 2.7% | $10m | 17,625 | Held |
| MicrosoftMSFT | 2.6% | $9m | 25,375 | Held |
| BroadcomAVGO | 2.0% | $7m | 19,700 | +6% |
| UnitedHealth GroupUNH | 1.9% | $7m | 16,550 | Held |
| EatonETN | 1.6% | $6m | 14,120 | +4% |
| Vanguard Index FDSVB | 1.5% | $6m | 18,150 | Held |
| FedExFDX | 1.4% | $5m | 16,600 | Held |
| Novo Nordisk A SNVO | 1.4% | $5m | 108,350 | Held |
| MastercardMA | 1.3% | $5m | 9,575 | Held |
| TeslaTSLA | 1.3% | $5m | 11,600 | Held |
| VisaV | 1.2% | $5m | 13,250 | Held |
| ChevronCVX | 1.2% | $4m | 27,100 | Held |
| ServiceNowNOW | 1.1% | $4m | 41,675 | Held |
| Trane TechnologiesTT | 1.1% | $4m | 8,400 | Held |
| Walt DisneyDIS | 1.1% | $4m | 41,900 | Held |
| Emerson ElectricEMR | 1.1% | $4m | 27,500 | Held |
| Home DepotHD | 1.0% | $4m | 10,750 | +16% |
| International Business MachinesIBM | 1.0% | $4m | 13,350 | +4% |
| Costco WholesaleCOST | 1.0% | $4m | 3,850 | Held |
| Johnson & JohnsonJNJ | 0.8% | $3m | 11,850 | Held |
| QualcommQCOM | 0.8% | $3m | 15,200 | -7% |
| Ulta BeautyULTA | 0.7% | $2m | 5,450 | Held |
| Vanguard Star FDSVXUS | 0.7% | $2m | 28,650 | +14% |
| Spotify TechnologySPOT | 0.6% | $2m | 5,000 | +43% |
| StarbucksSBUX | 0.5% | $2m | 18,600 | Held |
| Chipotle Mexican GrillCMG | 0.5% | $2m | 50,000 | Held |
| Waste ManagementWM | 0.4% | $2m | 6,850 | +7% |
| FedEx Freight Holding CompanyFDXF | 0.4% | $1m | 9,350 | New |
| Eli LillyLLY | 0.4% | $1m | 1,100 | Held |
| Cigna GroupCI | 0.4% | $1m | 4,750 | -25% |
| MerckMRK | 0.4% | $1m | 10,100 | Held |
| MckessonMCK | 0.2% | $793,380 | 1,050 | +2000% |
| GE VernovaGEV | 0.2% | $587,430 | 500 | Held |
| Vanguard Index FDSVUG | <0.1% | $221,724 | 2,574 | Held |
| Jakks PacificJAKK | <0.1% | $176,928 | 7,600 | Held |
| NikeNKE | <0.1% | $172,410 | 4,200 | Held |
| WalmartWMT | <0.1% | $147,238 | 1,300 | Held |
| Vanguard Index FDSVTV | <0.1% | $139,257 | 639 | Held |
| AlphabetGOOG | <0.1% | $79,499 | 225 | Held |
| Vanguard Index FDSVOO | <0.1% | $75,549 | 110 | Held |
| DeereDE | <0.1% | $63,433 | 100 | Held |
| Spdr Series TrustSPYD | <0.1% | $11,928 | 250 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 29.0% since 30 June 2025.
Where the money is
Technology53.1%
Media & telecom11.4%
Industrials10.0%
Health care8.5%
Retail & consumer6.9%
Financial services5.5%
Energy1.2%
Everyday goods1.0%
Other2.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.