Lynch Asset Management, Inc.
CIK 1906719 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $365.7M
- 持仓
- 52
- 截至
- 2026年6月30日
按 13F 价值排名第 4603（共 9443） · 前 48.7%
投资组合价值同比（季度）：+22.6% 13F不披露现金
- 前十大持仓权重
- 65.06%
- 前二十五大持仓权重
- 88.78%
- 持仓高于 1%
- 28
- 有效持仓数量
- 9.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.44% 估计买入 $5162820 · 卖出 $1453798
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 78.8% 仍持有
- 新仓位
- 1
- 增加
- 12
- 减少
- 8
- 已结清
- 2
本页内容
与标普500指数的表现对比
年化：+21.8% · 标普500指数：+18.0%
近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。
可定价覆盖率：98.1% · 已排除期权：0.0%
行业细分
Technology
53.1%
Communication Services
11.4%
Healthcare
8.5%
Industrials
8.2%
Financial Services
5.5%
Retail
5.5%
Consumer Discretionary
2.4%
Logistics & Transportation
1.4%
Energy
1.2%
其他/未映射
2.7%
完整投资组合 52 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $107788483 | 29.47% | 538700 | $13839203 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $25462613 | 6.96% | 71250 | $4973963 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $20564214 | 5.62% | 35400 | $13337363 | 下跌 ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $15014780 | 4.11% | 19675 | $7333463 | |||
| CMI Cummins Inc. Common Stock | $13586651 | 3.72% | 19050 | $3606380 | 上涨 ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $11782241 | 3.22% | 34550 | $6171041 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $11487592 | 3.14% | 39700 | $1412129 | |||
| ABBV AbbVie Inc. Common Stock | $11411874 | 3.12% | 45350 | $1548702 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $10659840 | 2.91% | 10540 | $1320110 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $10165201 | 2.78% | 42650 | $1282485 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $9927986 | 2.71% | 17625 | $-155805 | |||
| MSFT Microsoft Corporation - Common Stock | $9465383 | 2.59% | 25375 | $53811 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $7441675 | 2.03% | 19700 | $1700264 | 上涨 ×4 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $6878677 | 1.88% | 16550 | $2373353 | 下跌 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $6016814 | 1.65% | 14120 | $1145349 | 上涨 ×4 | ||
| VB | $5501628 | 1.50% | 18150 | $747780 | |||
| FDX FedEx Corporation Common Stock | $5197958 | 1.42% | 16600 | $-714630 | |||
| NVO Novo Nordisk A/S Common Stock | $5194299 | 1.42% | 108350 | $1223461 | 上涨 ×1 | ||
| MA Mastercard Incorporated Common Stock | $4917720 | 1.34% | 9575 | $133475 | |||
| TSLA Tesla, Inc. - Common Stock | $4878960 | 1.33% | 11600 | $566660 | |||
| V Visa Inc. | $4545943 | 1.24% | 13250 | $571487 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $4492096 | 1.23% | 27100 | $-1114894 | |||
| NOW ServiceNow, Inc. Common Stock | $4137494 | 1.13% | 41675 | $-219627 | |||
| TT Trane Technologies plc | $4125744 | 1.13% | 8400 | $625128 | |||
| DIS Walt Disney Company (The) Common Stock | $4032875 | 1.10% | 41900 | $-5447 | |||
| EMR Emerson Electric Company Common Stock | $3936625 | 1.08% | 27500 | $333575 | |||
| HD Home Depot, Inc. (The) Common Stock | $3791310 | 1.04% | 10750 | $749077 | 上涨 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $3754154 | 1.03% | 13350 | $639442 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $3601560 | 0.98% | 3850 | $-234696 | |||
| JNJ Johnson & Johnson Common Stock | $3009545 | 0.82% | 11850 | $112931 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $2808808 | 0.77% | 15200 | $696816 | 下跌 ×4 | ||
| ULTA Ulta Beauty, Inc. - Common Stock | $2457841 | 0.67% | 5450 | $-390929 | |||
| VXUS Vanguard Total International Stock ETF | $2449289 | 0.67% | 28650 | $509972 | 上涨 ×1 | ||
| SPOT Spotify Technology S.A. Ordinary Shares | $2295650 | 0.63% | 5000 | $598465 | 上涨 ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $1900734 | 0.52% | 18600 | $223161 | 下跌 ×3 | ||
| CMG Chipotle Mexican Grill, Inc. Common Stock | $1700000 | 0.46% | 50000 | $99500 | |||
| WM Waste Management, Inc. Common Stock | $1526728 | 0.42% | 6850 | $56072 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: 314352105) | $1411850 | 0.39% | 9350 | 上涨 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $1319373 | 0.36% | 1100 | $307626 | |||
| CI The Cigna Group Common Stock | $1309480 | 0.36% | 4750 | $-371045 | 下跌 ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1297850 | 0.35% | 10100 | $82921 | |||
| MCK McKesson Corporation Common Stock | $793380 | 0.22% | 1050 | $750112 | 上涨 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $587430 | 0.16% | 500 | $150980 | |||
| VUG | $221724 | 0.06% | 2574 | $34341 | 上涨 ×1 | ||
| JAKK JAKKS Pacific, Inc. - Common Stock | $176928 | 0.05% | 7600 | $25536 | |||
| NKE Nike, Inc. Common Stock | $172410 | 0.05% | 4200 | $-49434 | |||
| WMT Walmart Inc. - Common Stock | $147238 | 0.04% | 1300 | $-14326 | |||
| VTV | $139257 | 0.04% | 639 | $13885 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $79499 | 0.02% | 225 | $14955 | |||
| VOO | $75549 | 0.02% | 110 | $9818 | |||
| DE Deere & Company Common Stock | $63433 | 0.02% | 100 | $7103 | |||
| SPYD | $11928 | 0.00% | 250 | $548 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| 未知发行人 (CUSIP: 314352105) | $1411850 | 9350 | 0.39% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| AVB | 2025年12月31日 | 10500 | $2028285 | 不再跟踪 |
| CMCSA | 2025年6月30日 | 32000 | $1180800 | -25.9% |
| PFE | 2026年3月31日 | 35800 | $891420 | -0.1% |
| PYPL | 2025年6月30日 | 12300 | $802575 | -16.3% |
| BPRN | 2025年6月30日 | 16946 | $517700 | 39.7% |
| C | 2026年3月31日 | 2500 | $291725 | 16.2% |
| JAKK | 2025年3月31日 | 7250 | $204088 | 3.0% |
| GEHC | 2025年9月30日 | 2500 | $185175 | -1.4% |
| PSX | 2025年12月31日 | 350 | $47607 | 88.4% |
| SCHF | 2025年9月30日 | 2004 | $44288 | 不再跟踪 |
| XOM | 2025年9月30日 | 350 | $37730 | 47.6% |
| OGE | 2025年9月30日 | 800 | $35504 | 0.6% |
| DUK | 2025年12月31日 | 250 | $30938 | 4.2% |
| DKNG | 2025年12月31日 | 800 | $29920 | -27.5% |
| PK | 2025年12月31日 | 1200 | $13296 | 51.7% |