§ 13F · FUND PROFILE
Lynch Asset Management, Inc..
AUM · $366M (13F)Positions · 52Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 539K | $108M | 29.5% | ±0% |
| 2 | GOOGL | ALPHABET INC | 71K | $25M | 7.0% | ±0% |
| 3 | AMD | ADVANCED MICRO DEVICES INC | 35K | $21M | 5.6% | ±0% |
| 4 | CRWD | CROWDSTRIKE HLDGS INC | 20K | $15M | 4.1% | ±0% |
| 5 | CMI | CUMMINS INC | 19K | $14M | 3.7% | +3% |
| 6 | PANW | PALO ALTO NETWORKS INC | 35K | $12M | 3.2% | −1% |
| 7 | AAPL | APPLE INC | 40K | $11M | 3.1% | ±0% |
| 8 | ABBV | ABBVIE INC | 45K | $11M | 3.1% | ±0% |
| 9 | GS | GOLDMAN SACHS GROUP INC | 11K | $11M | 2.9% | −5% |
| 10 | AMZN | AMAZON.COM INC | 43K | $10M | 2.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LYNCH SIGNAL
AC read
Lynch Asset Management, Inc. is a Other fund managing $366 million in assets. The fund runs a portfolio of 52 positions.
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