Loading…
CIK 0001906719 • 6 13F filings • Apr 16, 2025 – Aug 6, 2026
Import this data to Google Sheets with:
=jivedata("lynch-asset-management-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $10.4M | 3.3%Prev: 3.4% | 45,650 SH | Decreased-200 SH |
| ADVANCED MICRO DEVICES INC | COM | $7.6M | 2.4%Prev: 1.9% | 35,525 SH | Increased-625 SH |
| ALPHABET INC | CAP STK CL A | $22.3M | 7.0%Prev: 5.5% | 71,250 SH | Increased+250 SH |
| ALPHABET INC | CAP STK CL C | $71K | 0.0%Prev: 0.0% | 225 SH | Increased-25 SH |
| AMAZON.COM INC | COM | $9.8M | 3.1%Prev: 3.0% | 42,650 SH | Increased+250 SH |
| APPLE INC | COM | $10.8M | 3.4%Prev: 3.2% | 39,700 SH | Increased+475 SH |
| BROADCOM INC | COM | $6.3M | 2.0%Prev: 1.9% | 18,250 SH | Increased+250 SH |
| CHEVRON CORP NEW | COM | $4.1M | 1.3%Prev: 1.3% | 27,100 SH | Decreased |
| CHIPOTLE MEXICAN GRILL INC | COM | $1.9M | 0.6%Prev: 0.6% | 50,000 SH | Decreased |
| CITIGROUP INC | COM NEW | $292K | 0.1%Prev: 0.1% | 2,500 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $3.3M | 1.0%Prev: 1.1% | 3,850 SH | Decreased+250 SH |
| CROWDSTRIKE HLDGS INC | CL A | $9.0M | 2.8%Prev: 3.0% | 19,100 SH | Decreased+150 SH |
| CUMMINS INC | COM | $9.5M | 3.0%Prev: 2.5% | 18,550 SH | Increased+100 SH |
| DEERE & CO | COM | $47K | 0.0%Prev: 0.0% | 100 SH | Increased |
| DISNEY WALT CO | COM | $4.8M | 1.5%Prev: 1.6% | 42,300 SH | Decreased-600 SH |
| EATON CORP PLC | SHS | $4.3M | 1.3%Prev: 1.6% | 13,460 SH | Decreased+260 SH |
| ELI LILLY & CO | COM | $1.2M | 0.4%Prev: 0.2% | 1,100 SH | Increased+100 SH |
| EMERSON ELEC CO | COM | $3.6M | 1.1%Prev: 1.2% | 27,500 SH | Increased |
| FEDEX CORP | COM | $4.9M | 1.5%Prev: 1.3% | 16,950 SH | Increased+100 SH |
| GE VERNOVA INC | COM | $327K | 0.1% | 500 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $9.7M | 3.1%Prev: 2.8% | 11,040 SH | Increased-10 SH |
| HOME DEPOT INC | COM | $3.2M | 1.0%Prev: 1.2% | 9,250 SH | Decreased+250 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $3.8M | 1.2%Prev: 1.2% | 12,850 SH | Increased-150 SH |
| JAKKS PAC INC | COM NEW | $128K | 0.0%Prev: 0.0% | 7,600 SH | Decreased |
| JOHNSON & JOHNSON | COM | $2.5M | 0.8%Prev: 0.7% | 11,850 SH | Increased+450 SH |
| MASTERCARD INCORPORATED | CL A | $5.5M | 1.7%Prev: 1.7% | 9,575 SH | Increased+100 SH |
| MCKESSON CORP | COM | $41K | 0.0%Prev: 0.0% | 50 SH | Increased |
| MERCK & CO INC | COM | $1.1M | 0.3%Prev: 0.2% | 10,100 SH | Increased+1,100 SH |
| META PLATFORMS INC | CL A | $11.6M | 3.7%Prev: 4.1% | 17,600 SH | Decreased+75 SH |
| MICROSOFT CORP | COM | $9.9M | 3.1%Prev: 3.3% | 20,425 SH | Decreased+300 SH |
| NIKE INC | CL B | $268K | 0.1%Prev: 0.1% | 4,200 SH | Decreased-500 SH |
| NOVO-NORDISK A S | ADR | $5.5M | 1.7%Prev: 1.9% | 108,350 SH | Decreased-350 SH |
| NVIDIA CORPORATION | COM | $100.5M | 31.6%Prev: 32.1% | 538,700 SH | Increased+800 SH |
| PALO ALTO NETWORKS INC | COM | $5.0M | 1.6%Prev: 1.7% | 27,100 SH | Decreased+450 SH |
| PFIZER INC | COM | $891K | 0.3%Prev: 0.4% | 35,800 SH | Decreased-8,700 SH |
| QUALCOMM INC | COM | $2.9M | 0.9%Prev: 0.9% | 16,700 SH | Increased-100 SH |
| SERVICENOW INC | COM | $6.4M | 2.0%Prev: 2.4% | 41,575 SH | Decreased+33,420 SH |
| SPDR SERIES TRUST | PRTFLO S&P HI | $11K | 0.0%Prev: 0.0% | 250 SH | Decreased |
| SPOTIFY TECHNOLOGY S A | SHS | $2.0M | 0.6%Prev: 0.8% | 3,500 SH | Decreased |
| STARBUCKS CORP | COM | $1.6M | 0.5%Prev: 0.5% | 18,975 SH | Decreased-125 SH |
| TESLA INC | COM | $5.2M | 1.6%Prev: 1.7% | 11,600 SH | Increased |
| THE CIGNA GROUP | COM | $2.7M | 0.8%Prev: 0.9% | 9,800 SH | Decreased+50 SH |
| TRANE TECHNOLOGIES PLC | SHS | $3.3M | 1.0%Prev: 1.1% | 8,400 SH | Decreased+400 SH |
| ULTA BEAUTY INC | COM | $3.3M | 1.0%Prev: 1.0% | 5,450 SH | Increased |
| UNITEDHEALTH GROUP INC | COM | $4.9M | 1.6%Prev: 1.6% | 14,950 SH | Decreased+150 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $216K | 0.1%Prev: 0.1% | 443 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $69K | 0.0%Prev: 0.0% | 110 SH | Increased |
| VANGUARD INDEX FDS | SMALL CAP ETF | $4.7M | 1.5%Prev: 1.5% | 18,100 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $128K | 0.0%Prev: 0.0% | 671 SH | Decreased-147 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.9M | 0.6%Prev: 0.6% | 25,150 SH | Increased |
| VISA INC | COM CL A | $4.6M | 1.4%Prev: 1.4% | 13,150 SH | Increased+250 SH |
| WALMART INC | COM | $145K | 0.0%Prev: 0.0% | 1,300 SH | Increased+500 SH |
| 13F-HR |
| 0001906719-26-000007 |
| $365.7M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001906719-25-000003 | $283.5M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001906719-26-000005 | $298.2M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000446 | $222.8M | View |