Lynch Asset Management, Inc.
Lynch Asset Management, Inc. reported 52 holdings worth US$366M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Lynch Asset Management, Inc. reported 52 holdings worth US$366M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Advanced Micro Devices Inc. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 52
- Value as reported
- US$366M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 539K | US$108M | 29.5% |
| Alphabet Inc (google) Class C | 71,472 | US$25.5M | 7.0% |
| Advanced Micro Devices Inc | 35,400 | US$20.6M | 5.6% |
| Crowdstrike Holdings, Inc. | 19,675 | US$15M | 4.1% |
| Cummins Inc. | 19,050 | US$13.6M | 3.7% |
| Palo Alto Networks, Inc. | 34,550 | US$11.8M | 3.2% |
| Apple Inc | 39,700 | US$11.5M | 3.1% |
| Abbvie Inc. | 45,350 | US$11.4M | 3.1% |
| Goldman Sachs Group, Inc. (the) | 10,540 | US$10.7M | 2.9% |
| Amazon.com, Inc. | 42,650 | US$10.2M | 2.8% |
| Meta Platforms, Inc. | 17,625 | US$9.93M | 2.7% |
| Microsoft Corp. | 25,375 | US$9.47M | 2.6% |
| Broadcom Inc. | 19,700 | US$7.44M | 2.0% |
| Unitedhealth Group Incorporated | 16,550 | US$6.88M | 1.9% |
| Fedex Corporation | 16,600 | US$5.2M | 1.4% |
| Novo Nordisk A/s Class B | 108K | US$5.19M | 1.4% |
| Mastercard Incorporated | 9,575 | US$4.92M | 1.3% |
| Tesla, Inc. | 11,600 | US$4.88M | 1.3% |
| Visa Inc. | 13,250 | US$4.55M | 1.2% |
| Chevron Corporation | 27,100 | US$4.49M | 1.2% |
| Servicenow, Inc. | 41,675 | US$4.14M | 1.1% |
| Walt Disney Company (the) | 41,900 | US$4.03M | 1.1% |
| Emerson Electric Company | 27,500 | US$3.94M | 1.1% |
| Home Depot, Inc. (the) | 10,750 | US$3.79M | 1.0% |
| International Business Machines Corporation | 13,350 | US$3.75M | 1.0% |
| Costco Wholesale Corporation | 3,850 | US$3.6M | 0.98% |
| Johnson & Johnson | 11,850 | US$3.01M | 0.82% |
| Qualcomm Incorporated | 15,200 | US$2.81M | 0.77% |
| Ulta Beauty, Inc. | 5,450 | US$2.46M | 0.67% |
| Starbucks Corporation | 18,600 | US$1.9M | 0.52% |
| Chipotle Mexican Grill, Inc. | 50,000 | US$1.7M | 0.46% |
| Waste Management, Inc. | 6,850 | US$1.53M | 0.42% |
| Eli Lilly And Company | 1,100 | US$1.32M | 0.36% |
| The Cigna Group | 4,750 | US$1.31M | 0.36% |
| Merck & Company, Inc. | 10,100 | US$1.3M | 0.35% |
| Mckesson Corporation | 1,050 | US$793K | 0.22% |
| Ge Vernova Inc. | 500 | US$587K | 0.16% |
| Jakks Pacific, Inc. | 7,600 | US$177K | 0.05% |
| Nike, Inc. | 4,200 | US$172K | 0.05% |
| Walmart Inc. | 1,300 | US$147K | 0.04% |
| Deere & Company | 100 | US$63,433 | 0.02% |
Source
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