Arkolith/Funds/Lynch Asset Management, Inc.

Lynch Asset Management, Inc.

CIK 1906719
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Lynch Asset Management, Inc. holds a focused book of 52 stocks worth $365.7M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Fedex Freight Holding Co and trimmed Advanced Micro Devices. Their largest long position is Nvidia Corp at 29% of the equity book.

Added to
12
already held, bought more
Trimmed
8
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
65%
Top 20 holdings
83%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Information Technology
64%
Consumer Discretionary
9%
Health Care
8%
Industrials
7%
Financials
6%
ETF / fund or unclassified
2%
Communication Services
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Lynch Asset Management, Inc.

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 52$2.9B
Donor Advised Charitable Giving, Inc.5 / 52$4.4B
Hoffman, Alan N Investment Management7 / 52$160.4M
Prospect Hill Management, LLC8 / 52$238.7M
Greenbrier Partners Capital Management, LLC8 / 52$1.2B
Draper Asset Management, LLC10 / 52$179.4M
Emerald Advisors, LLC27 / 52$654.5M
Dumac, Inc.7 / 52$891.3M

Ranked by the share of each fund's own book sitting in the names it shares with Lynch Asset Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

52 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$107.8M538.7K
29.5%
Held
2Alphabet Inc
CAP STK CL A
$25.5M71.3K
7.0%
Held
3Advanced Micro Devices Inc
COM
$20.6M35.4K
5.6%
−0.3%
Reduced · −125 sh
4Crowdstrike Hldgs Inc
CL A
$15.0M19.7K
4.1%
Held
5Cummins Inc
COM
$13.6M19.1K
3.7%
+2.7%
Added · +500 sh
6Palo Alto Networks Inc
COM
$11.8M34.5K
3.2%
−1.3%
Reduced · −450 sh
7Apple Inc
COM
$11.5M39.7K
3.1%
Held
8Abbvie Inc
COM
$11.4M45.4K
3.1%
Held
9Goldman Sachs Group Inc
COM
$10.7M10.5K
2.9%
−4.5%
Reduced · −500 sh
10Amazon.com Inc
COM
$10.2M42.6K
2.8%
Held
11Meta Platforms Inc
CL A
$9.9M17.6K
2.7%
Held
12Microsoft Corp
COM
$9.5M25.4K
2.6%
−0.2%
Reduced · −50 sh
13Broadcom Inc
COM
$7.4M19.7K
2.0%
+6.2%
Added · +1K sh
14Unitedhealth Group Inc
COM
$6.9M16.6K
1.9%
−0.6%
Reduced · −100 sh
15Eaton Corp PLC
SHS
$6.0M14.1K
1.6%
+3.7%
Added · +500 sh
16Vanguard Index FDS
SMALL CAP ETF
$5.5M18.1K
1.5%
Held
17Fedex Corp
COM
$5.2M16.6K
1.4%
Held
18Novo-Nordisk A S
ADR
$5.2M108.3K
1.4%
+0.3%
Added · +300 sh
19Mastercard Incorporated
CL A
$4.9M9.6K
1.3%
Held
20Tesla Inc
COM
$4.9M11.6K
1.3%
Held
21Visa Inc
COM CL A
$4.5M13.3K
1.2%
+0.8%
Added · +100 sh
22Chevron Corp New
COM
$4.5M27.1K
1.2%
Held
23Servicenow Inc
COM
$4.1M41.7K
1.1%
Held
24Trane Technologies PLC
SHS
$4.1M8.4K
1.1%
Held
25Disney Walt Co
COM
$4.0M41.9K
1.1%
Held
26Emerson Elec Co
COM
$3.9M27.5K
1.1%
Held
27Home Depot Inc
COM
$3.8M10.8K
1.0%
+16%
Added · +2K sh
28International Business Machs
COM
$3.8M13.3K
1.0%
+3.9%
Added · +500 sh
29Costco WHSL Corp New
COM
$3.6M3.9K
1.0%
Held
30Johnson & Johnson
COM
$3.0M11.8K
0.8%
Held
31Qualcomm Inc
COM
$2.8M15.2K
0.8%
−7.3%
Reduced · −1K sh
32Ulta Beauty Inc
COM
$2.5M5.5K
0.7%
Held
33Vanguard Star FDS
VG TL INTL STK F
$2.4M28.6K
0.7%
+14%
Added · +4K sh
34Spotify Technology S A
SHS
$2.3M5.0K
0.6%
+43%
Added · +2K sh
35Starbucks Corp
COM
$1.9M18.6K
0.5%
−0.7%
Reduced · −125 sh
36Chipotle Mexican Grill Inc
COM
$1.7M50.0K
0.5%
Held
37Waste Mgmt Inc Del
COM
$1.5M6.8K
0.4%
+7.0%
Added · +450 sh
38Fedex FGHT Hldg Co Inc
COMMON STOCK
$1.4M9.3K
0.4%
New
New position
39Eli Lilly & Co
COM
$1.3M1.1K
0.4%
Held
40The Cigna Group
COM
$1.3M4.8K
0.4%
−25%
Reduced · −2K sh
41Merck & Co Inc
COM
$1.3M10.1K
0.4%
Held
42McKesson Corp
COM
$793K1.1K
0.2%
21×
Added · +1K sh
43Ge Vernova Inc
COM
$587K500
0.2%
Held
44Vanguard Index FDS
GROWTH ETF
$222K2.6K
0.1%
+500%
Added · +2K sh
45Jakks Pac Inc
COM NEW
$177K7.6K
0.0%
Held
46Nike Inc
CL B
$172K4.2K
0.0%
Held
47Walmart Inc
COM
$147K1.3K
0.0%
Held
48Vanguard Index FDS
VALUE ETF
$139K639
0.0%
Held
49Alphabet Inc
CAP STK CL C
$79K225
0.0%
Held
50Vanguard Index FDS
S&P 500 ETF SHS
$76K110
0.0%
Held
Showing 50 of 52 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202652$365.7M13F-HR
Q1 2026Mar 31, 2026Apr 24, 202651$298.2M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202652$318.1M13F-HR
Q3 2025Sep 30, 2025Oct 27, 202556$312.6M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202556$283.5M13F-HR
Q1 2025Mar 31, 2025Apr 16, 202544$222.8M13F-HR
Q4 2024Dec 31, 2024Jan 24, 202542$246.9M13F-HR
Q3 2024Sep 30, 2024Oct 24, 202443$237.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.