Lynch Asset Management, Inc.

Q2 2026 13F-HR Holdings

Location
Newtown, PA
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$365,718
Net value change ($000)
+67,523 (22.6%)
New positions
1
Sold out positions
0
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 13,839 14.7%
AMD 13,337 184.5%
CRWD 7,334 95.5%
PANW 6,171 110.0%
GOOGL 4,974 24.3%
CMI 3,607 36.1%
UNH 2,374 52.7%
AVGO 1,701 29.6%
ABBV 1,549 15.7%
AAPL 1,413 14.0%
Top Reduces (Value $000, Stocks/ETFs)
CVX -1,115 -19.9%
FDX -715 -12.1%
ULTA -391 -13.7%
CI -372 -22.1%
COST -234 -6.1%
NOW -220 -5.0%
META -156 -1.5%
NKE -50 -22.5%
WMT -15 -9.3%
DIS -5 -0.1%
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