Lynch Asset Management, Inc.

All 13F Filings

Location
Newtown, PA
Most recent 13F
Q2 2026
Holdings value ($000)
365,718
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/6/2026 52 365,718 13F-HR Lynch Asset Management, Inc.
Q1 2026 4/24/2026 51 298,195 13F-HR Lynch Asset Management, Inc.
Q4 2025 1/23/2026 52 318,069 13F-HR Lynch Asset Management, Inc.
Q3 2025 10/27/2025 56 312,555 13F-HR Lynch Asset Management, Inc.
Q2 2025 8/13/2025 56 283,472 13F-HR Lynch Asset Management, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 357.3 K 97.7% 66.21 K 0 66.21 K
ETFs 8.4 K 2.3% 1.318 K 0 1.318 K
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Fund Snapshot

Q2 2026
Latest filed
8/6/2026
Total value ($000)
365,718
Holdings
52
QoQ value change ($000)
67,523 (22.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.