Investor
Lynch Asset Management, Inc.
CIK 0001906719 · filed 2026-04-24 · SEC filing
13F book
$298.2M
Positions
51
1 new · 2 sold
Largest name
31.5%
Nvidia Corp · NVDA
Est. mark
−$22.9M
Price effect on 50 names still held. Flow $3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 538.7K | $93.9M | 31.5% | −$6.52M | Held |
| Alphabet Inc | — | 71.3K | $20.5M | 6.9% | −$1.81M | Held |
| Meta Platforms, Inc. | META | 17.6K | $10.1M | 3.4% | −$1.55M | Added−$1.53M |
| Apple Inc. | AAPL | 39.7K | $10.1M | 3.4% | −$717.4K | Held |
| Cummins Inc | CMI | 18.6K | $9.98M | 3.3% | $511.4K | Held |
| AbbVie Inc. | ABBV | 45.4K | $9.86M | 3.3% | −$498.8K | Cut−$567.4K |
| Microsoft Corp | MSFT | 25.4K | $9.41M | 3.2% | −$2.32M | Added−$466.4K |
| Goldman Sachs Group Inc | — | 11K | $9.34M | 3.1% | −$364.4K | Held |
| Amazon Com Inc | AMZN | 42.6K | $8.88M | 3.0% | −$961.8K | Held |
| Crowdstrike Hldgs Inc | — | 19.7K | $7.68M | 2.6% | −$1.5M | Added−$1.27M |
| Advanced Micro Devices Inc | AMD | 35.5K | $7.23M | 2.4% | −$381.2K | Held |
| Fedex Corp | FDX | 16.6K | $5.91M | 2.0% | $1.12M | Cut$1.02M |
| Broadcom Inc. | AVGO | 18.6K | $5.74M | 1.9% | −$667.8K | Added−$574.9K |
| Palo Alto Networks Inc | PANW | 35K | $5.61M | 1.9% | −$647.1K | Added$619.4K |
| Chevron Corp New | CVX | 27.1K | $5.61M | 1.9% | $1.48M | Held |
| Eaton Corp Plc | ETN | 13.6K | $4.87M | 1.6% | $527.1K | Added$584.3K |
| Mastercard Inc | MA | 9.57K | $4.78M | 1.6% | −$681.9K | Held |
| Vanguard Index Fds | — | 18.1K | $4.75M | 1.6% | $71.9K | Added$85K |
| Unitedhealth Group Inc | UNH | 16.6K | $4.51M | 1.5% | −$889.8K | Added−$429.8K |
| ServiceNow, Inc. | NOW | 41.7K | $4.36M | 1.5% | −$2.02M | Added−$2.01M |
| Tesla, Inc. | TSLA | 11.6K | $4.31M | 1.4% | −$904.5K | Held |
| Disney Walt Co | — | 41.9K | $4.04M | 1.4% | −$728.6K | Cut−$774.1K |
| Visa Inc. | V | 13.2K | $3.97M | 1.3% | −$637.4K | Held |
| Novo-Nordisk A S | — | 108K | $3.97M | 1.3% | −$1.53M | Cut−$1.54M |
| Costco Whsl Corp New | — | 3.85K | $3.84M | 1.3% | $516.2K | Held |
| Emerson Elec Co | — | 27.5K | $3.6M | 1.2% | −$46.7K | Held |
| Trane Technologies Plc | TT | 8.4K | $3.5M | 1.2% | $231.3K | Held |
| International Business Machs | — | 12.8K | $3.11M | 1.0% | −$691.6K | Held |
| Home Depot, Inc. | HD | 9.25K | $3.04M | 1.0% | −$140.7K | Held |
| Johnson & Johnson | JNJ | 11.8K | $2.9M | 1.0% | $444.3K | Held |
| Ulta Beauty, Inc. | ULTA | 5.45K | $2.85M | 1.0% | −$448.5K | Held |
| Qualcomm Inc | — | 16.4K | $2.11M | 0.7% | −$693.2K | Cut−$744.5K |
| Vanguard Star Fds | — | 25.1K | $1.94M | 0.7% | $42K | Held |
| Spotify Technology S.A. | SPOT | 3.5K | $1.7M | 0.6% | −$335.3K | Held |
| Cigna Group | CI | 6.3K | $1.68M | 0.6% | −$53.4K | Cut−$1.02M |
| Starbucks Corp | SBUX | 18.7K | $1.68M | 0.6% | $100.7K | Cut$79.7K |
| Chipotle Mexican Grill Inc | CMG | 50K | $1.6M | 0.5% | −$249.5K | Held |
| Waste Mgmt Inc Del | — | 6.4K | $1.47M | 0.5% | — | New |
| Merck & Co., Inc. | MRK | 10.1K | $1.21M | 0.4% | $151.8K | Held |
| Eli Lilly & Co | LLY | 1.1K | $1.01M | 0.3% | −$170.4K | Held |
| GE Vernova Inc. | GEV | 500 | $436.4K | 0.1% | $109.7K | Held |
| NIKE, Inc. | NKE | 4.2K | $221.8K | 0.1% | −$45.7K | Held |
| Vanguard Growth Etf | — | 429 | $187.4K | 0.1% | −$21.9K | Cut−$28.7K |
| Walmart Inc. | WMT | 1.3K | $161.6K | 0.1% | $16.7K | Held |
| Jakks Pac Inc | — | 7.6K | $151.4K | 0.1% | $23.1K | Held |
| Vanguard Index Fds | — | 639 | $125.4K | 0.0% | $3.33K | Cut−$2.78K |
| Vanguard Index Fds | — | 110 | $65.7K | 0.0% | −$3.25K | Held |
| Alphabet Inc | — | 225 | $64.5K | 0.0% | −$6.06K | Held |
| Deere & Co | DE | 100 | $56.3K | 0.0% | $9.77K | Held |
| Mckesson Corp | MCK | 50 | $43.3K | 0.0% | $2.25K | Held |
| Spdr Series Trust | — | 250 | $11.4K | 0.0% | $567 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.