Lynch Asset Management, Inc.

Q1 2026 13F-HR Holdings

Location
Newtown, PA
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$298,195
Net value change ($000)
-19,874 (-6.2%)
New positions
1
Sold out positions
2
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CVX 1,477 35.8%
WM 1,471 NEW
FDX 1,017 20.8%
PANW 619 12.4%
ETN 584 13.6%
COST 516 15.5%
CMI 511 5.4%
JNJ 445 18.1%
TT 232 7.1%
MRK 152 14.3%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -6,519 -6.5%
NOW -2,012 -31.6%
GOOGL -1,812 -8.1%
NVO -1,542 -28.0%
META -1,534 -13.2%
CRWD -1,272 -14.2%
CI -1,016 -37.7%
AMZN -961 -9.8%
TSLA -905 -17.3%
PFE -891 -100.0%
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