13F HOLDINGS REPORT
Lynch Asset Management, Inc.
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001906719-25-000003
Total Value
$283.5M
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 537,100 | $84.9M | 29.93% |
| 2 | META PLATFORMS INC | META | 17,675 | $13.0M | 4.60% |
| 3 | ALPHABET INC | GOOG | 71,000 | $12.5M | 4.41% |
| 4 | MICROSOFT CORP | MSFT | 20,025 | $10.0M | 3.51% |
| 5 | AMAZON.COM INC | AMZN | 42,150 | $9.2M | 3.26% |
| 6 | ABBVIE INC | ABBV | 45,850 | $8.5M | 3.00% |
| 7 | SERVICENOW INC | NOW | 8,075 | $8.3M | 2.93% |
| 8 | CROWDSTRIKE HLDGS INC | CRWD | 15,850 | $8.1M | 2.85% |
| 9 | APPLE INC | AAPL | 39,125 | $8.0M | 2.83% |
| 10 | GOLDMAN SACHS GROUP INC | GSCE | 11,050 | $7.8M | 2.76% |
| 11 | NOVO-NORDISK A S | NONOF | 108,700 | $7.5M | 2.65% |
| 12 | CUMMINS INC | CMI | 18,450 | $6.0M | 2.13% |
| 13 | MASTERCARD INCORPORATED | MA | 9,425 | $5.3M | 1.87% |
| 14 | DISNEY WALT CO | 254687106 | 42,675 | $5.3M | 1.87% |
| 15 | ADVANCED MICRO DEVICES INC | AMD | 36,400 | $5.2M | 1.82% |
| 16 | PALO ALTO NETWORKS INC | PANW | 24,100 | $4.9M | 1.74% |
| 17 | VISA INC | V | 13,300 | $4.7M | 1.67% |
| 18 | BROADCOM INC | AVGO | 16,900 | $4.7M | 1.64% |
| 19 | UNITEDHEALTH GROUP INC | UNH | 14,500 | $4.5M | 1.60% |
| 20 | VANGUARD INDEX FDS | 922908751 | 17,835 | $4.2M | 1.49% |
| 21 | INTERNATIONAL BUSINESS MACHS | INTR | 13,800 | $4.1M | 1.44% |
| 22 | FEDEX CORP | FDX | 17,650 | $4.0M | 1.42% |
| 23 | EMERSON ELEC CO | EMR | 30,000 | $4.0M | 1.41% |
| 24 | EATON CORP PLC | ETN | 11,000 | $3.9M | 1.39% |
| 25 | CHEVRON CORP NEW | CVX | 27,100 | $3.9M | 1.37% |
| 26 | TESLA INC | TSLA | 11,500 | $3.7M | 1.29% |
| 27 | TRANE TECHNOLOGIES PLC | TT | 8,000 | $3.5M | 1.23% |
| 28 | QUALCOMM INC | QCOM | 20,900 | $3.3M | 1.17% |
| 29 | THE CIGNA GROUP | 125523100 | 10,000 | $3.3M | 1.17% |
| 30 | HOME DEPOT INC | HD | 9,000 | $3.3M | 1.16% |
| 31 | COSTCO WHSL CORP NEW | 22160K105 | 3,300 | $3.3M | 1.15% |
| 32 | CHIPOTLE MEXICAN GRILL INC | CMG | 50,000 | $2.8M | 0.99% |
| 33 | SPOTIFY TECHNOLOGY S A | SPOT | 3,500 | $2.7M | 0.95% |
| 34 | ULTA BEAUTY INC | ULTA | 5,450 | $2.5M | 0.90% |
| 35 | AVALONBAY CMNTYS INC | AWX | 10,500 | $2.1M | 0.75% |
| 36 | NIKE INC | NKE | 25,850 | $1.8M | 0.65% |
| 37 | VANGUARD STAR FDS | 921909768 | 25,150 | $1.7M | 0.61% |
| 38 | STARBUCKS CORP | SBUX | 18,850 | $1.7M | 0.61% |
| 39 | JOHNSON & JOHNSON | JNJ | 11,150 | $1.7M | 0.60% |
| 40 | PFIZER INC | PFE | 46,700 | $1.1M | 0.40% |
| 41 | MERCK & CO INC | MRK | 9,000 | $712,440 | 0.25% |
| 42 | CITIGROUP INC | C-PR | 5,000 | $425,600 | 0.15% |
| 43 | VANGUARD INDEX FDS | 922908736 | 443 | $194,211 | 0.07% |
| 44 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 2,500 | $185,175 | 0.07% |
| 45 | JAKKS PAC INC | JAKK | 7,600 | $157,928 | 0.06% |
| 46 | VANGUARD INDEX FDS | 922908744 | 818 | $144,573 | 0.05% |
| 47 | WALMART INC | WMT | 800 | $78,224 | 0.03% |
| 48 | VANGUARD INDEX FDS | 922908363 | 97 | $55,099 | 0.02% |
| 49 | SCHWAB STRATEGIC TR | 808524805 | 2,004 | $44,288 | 0.02% |
| 50 | PHILLIPS 66 | PSX | 350 | $41,755 | 0.01% |
| 51 | EXXON MOBIL CORP | XOM | 350 | $37,730 | 0.01% |
| 52 | OGE ENERGY CORP | OGE | 800 | $35,504 | 0.01% |
| 53 | DRAFTKINGS INC NEW | DKNG | 800 | $34,312 | 0.01% |
| 54 | DUKE ENERGY CORP NEW | DUKB | 250 | $29,500 | 0.01% |
| 55 | PARK HOTELS & RESORTS INC | PK | 1,200 | $12,276 | 0.00% |
| 56 | SPDR SERIES TRUST | 78468R788 | 250 | $10,610 | 0.00% |