AI Portfolio Summary
In 2025 Q4, Lynch Asset Management, Inc. maintained a portfolio of 57 distinct positions. They heavily accumulated shares in NVIDIA CORPORATION, increasing their position by 0.1%. Conversely, Lynch Asset Management, Inc. completely exited their position in AVALONBAY CMNTYS INC.
Total Positions
57
Quarter
2025 Q4
Top Holding
NVDA (31.6%)
Top 10 Concentration
64.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 57
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 31.59% | 32.11% |
#1
Prev: #1
|
6.5 | 800 | 0.1% |
P
S
|
538,700 | $100,467,550 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 7.01% | 5.52% |
#2
Prev: #2
|
4.8 | 250 | 0.4% |
P
S
|
71,250 | $22,301,250 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 3.65% | 4.12% |
#3
Prev: #3
|
3.0 | 75 | 0.4% |
P
S
|
17,600 | $11,617,584 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 3.39% | 3.20% |
#4
2
Prev: #6
|
2.4 | 475 | 1.2% |
P
S
|
39,700 | $10,792,842 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABBV
ABBVIE INC
|
Healthcare | 3.28% | 3.40% |
#5
1
Prev: #4
|
2.3 | -200 | -0.4% |
P
S
|
45,650 | $10,430,569 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.11% | 3.34% |
#6
1
Prev: #5
|
1.7 | 300 | 1.5% |
P
S
|
20,425 | $9,877,939 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 3.10% | 2.98% |
#7
Prev: #7
|
1.7 | 250 | 0.6% |
P
S
|
42,650 | $9,844,473 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 3.05% | 2.82% |
#8
1
Prev: #9
|
1.7 | -10 | -0.1% |
P
S
|
11,040 | $9,704,160 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMI
CUMMINS INC
|
Industrials | 2.98% | 2.49% |
#9
1
Prev: #10
|
1.7 | 100 | 0.5% |
P
S
|
18,550 | $9,468,848 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 2.81% | 2.97% |
#10
2
Prev: #8
|
1.6 | 150 | 0.8% |
P
S
|
19,100 | $8,953,316 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 2.39% | 1.87% |
#11
3
Prev: #14
|
1.5 | -625 | -1.7% |
P
S
|
35,525 | $7,608,034 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NOW
SERVICENOW INC
|
Technology | 2.00% | 2.40% |
#12
1
Prev: #11
|
3.8 | 33,420 | 409.8% |
P
S
|
41,575 | $6,368,874 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 1.99% | 1.90% |
#13
Prev: #13
|
1.3 | 250 | 1.4% |
P
S
|
18,250 | $6,316,325 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVO
NOVO-NORDISK A ...
|
Healthcare | 1.73% | 1.93% |
#14
2
Prev: #12
|
1.2 | -350 | -0.3% |
P
S
|
108,350 | $5,512,848 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.72% | 1.72% |
#15
1
Prev: #16
|
1.2 | 100 | 1.1% |
P
S
|
9,575 | $5,466,176 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.64% | 1.65% |
#16
1
Prev: #17
|
1.7 | no change | no change |
P
S
|
11,600 | $5,216,752 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.57% | 1.74% |
#17
2
Prev: #15
|
1.1 | 450 | 1.7% |
P
S
|
27,100 | $4,991,820 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.55% | 1.64% |
#18
Prev: #18
|
1.1 | 150 | 1.0% |
P
S
|
14,950 | $4,935,145 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FDX
FEDEX CORP
|
Industrials | 1.54% | 1.27% |
#19
5
Prev: #24
|
1.1 | 100 | 0.6% |
P
S
|
16,950 | $4,896,177 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 1.51% | 1.57% |
#20
Prev: #20
|
1.1 | -600 | -1.4% |
P
S
|
42,300 | $4,812,471 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 1.47% | 1.47% |
#21
Prev: #21
|
1.6 | no change | no change |
P
S
|
18,100 | $4,668,895 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 1.45% | 1.41% |
#22
Prev: #22
|
1.1 | 250 | 1.9% |
P
S
|
13,150 | $4,611,837 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.35% | 1.58% |
#23
4
Prev: #19
|
1.0 | 260 | 2.0% |
P
S
|
13,460 | $4,287,145 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 1.30% | 1.35% |
#24
1
Prev: #23
|
1.5 | no change | no change |
P
S
|
27,100 | $4,130,311 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBM
INTERNATIONAL B...
|
Technology | 1.20% | 1.17% |
#25
Prev: #25
|
1.0 | -150 | -1.2% |
P
S
|
12,850 | $3,806,299 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVB
AVALONBAY CMNTY...
|
Real Estate | 0.00% | 0.65% |
Sold All 😨
(Was: #35) |
0.0 | -10,500 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PSX
PHILLIPS 66
|
Energy | 0.00% | 0.02% |
Sold All 😨
(Was: #50) |
0.0 | -350 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 0.00% | 0.01% |
Sold All 😨
(Was: #53) |
0.0 | -250 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DKNG
DRAFTKINGS INC ...
|
Consumer Cyclical | 0.00% | 0.01% |
Sold All 😨
(Was: #54) |
0.0 | -800 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PK
PARK HOTELS & R...
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #55) |
0.0 | -1,200 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 57 holdings