Lynch Asset Management, Inc.

Q4 2025 13F-HR Holdings

Location
Newtown, PA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$318,069
Net value change ($000)
+5,514 (1.8%)
New positions
1
Sold out positions
5
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: 4/24/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 5,041 29.2%
AMD 1,759 30.1%
CMI 1,676 21.5%
FDX 923 23.2%
GS 904 10.3%
AAPL 805 8.1%
AMZN 534 5.7%
LLY 419 54.9%
AVGO 378 6.4%
JNJ 338 16.0%
Top Reduces (Value $000, Stocks/ETFs)
AVB -2,028 -100.0%
META -1,252 -9.7%
NOW -1,136 -15.1%
ETN -653 -13.2%
MSFT -546 -5.2%
NVO -519 -8.6%
HD -464 -12.7%
PANW -434 -8.0%
SPOT -411 -16.8%
CRWD -340 -3.7%
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