Lynch Asset Management, Inc.

Q3 2025 13F-HR Holdings

Location
Newtown, PA
Holdings as of
9/30/2025
Date filed
10/27/2025
Form type
13F-HR
Num holdings
56
Total value ($000)
$312,555
Net value change ($000)
+29,083 (10.3%)
New positions
4
Sold out positions
4
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 15,505 18.3%
GOOGL 4,748 37.9%
ABBV 2,105 24.7%
AAPL 1,961 24.4%
CMI 1,751 29.0%
TSLA 1,506 41.2%
AVGO 1,280 27.5%
CRWD 1,220 15.1%
ETN 1,013 25.8%
GS 979 12.5%
Top Reduces (Value $000, Stocks/ETFs)
NKE -1,508 -82.1%
NVO -1,470 -19.6%
CMG -848 -30.2%
NOW -797 -9.6%
QCOM -534 -16.0%
CI -496 -15.0%
IBM -400 -9.8%
EMR -393 -9.8%
DIS -380 -7.2%
V -318 -6.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type