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Portfolio (Quarterly) Guide ↗

Lynch Asset Management, Inc.

· CIK 0001906719
13F Portfolio $366M AUM 52 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 2 New 14 Added 8 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WM WASTE MGMT INC DEL Industrials 6,850.0 $1.5M 0.42% NEW $222.88 -1.4%
2 FEDEX FGHT HLDG CO INC 9,350.0 $1.4M 0.39% NEW $151.00

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 54.6%
Communication Services 11.7%
Industrials 9.7%
Healthcare 8.8%
Consumer Cyclical 7.1%
Financial Services 5.7%
Energy 1.3%
Consumer Defensive 1.1%
Utilities 0.2%