Institutional Fund
Lynch Asset Management, Inc.
Newtown, PACIK 19067195 filings on record
Portfolio Value
$298.19M
Q1 2026
Holdings
51
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-6.2%
from $318.07M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation31.5%
- Alphabet Inc6.9%
- Meta Platforms Inc3.4%
- Apple Inc3.4%
- Cummins Inc3.3%
- Abbvie Inc3.3%
- Other48.2%
Portfolio Holdings
51 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 538.7K | $93.95M | 31.5% | 0 | Held |
| 2 | Alphabet Inc | 71.3K | $20.49M | 6.9% | 0 | Held |
| 3 | Meta Platforms Inc | 17.6K | $10.08M | 3.4% | +25 | Added |
| 4 | Apple Inc | 39.7K | $10.08M | 3.4% | 0 | Held |
| 5 | Cummins Inc | 18.6K | $9.98M | 3.3% | 0 | Held |
| 6 | Abbvie Inc | 45.4K | $9.86M | 3.3% | −300 | Reduced |
| 7 | Microsoft Corp | 25.4K | $9.41M | 3.2% | +5.0K | Added |
| 8 | Goldman Sachs Group Inc | 11.0K | $9.34M | 3.1% | 0 | Held |
| 9 | Amazon Com Inc | 42.6K | $8.88M | 3.0% | 0 | Held |
| 10 | Crowdstrike Hldgs Inc | 19.7K | $7.68M | 2.6% | +575 | Added |
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