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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 ABBV ABBVIE INC Healthcare 45,350.0 $11.4M 3.12% -300.0 -0.7% $251.64 +1.5%
2 GS GOLDMAN SACHS GROUP INC Financial Services 10,540.0 $10.7M 2.92% -500.0 -4.5% $1011.37 +2.2%
3 FDX FEDEX CORP Industrials 16,600.0 $5.2M 1.42% -350.0 -2.1% $313.13 +5.7%
4 DIS DISNEY WALT CO Communication Services 41,900.0 $4.0M 1.10% -400.0 -0.9% $96.25 +12.3%
5 QCOM QUALCOMM INC Technology 15,200.0 $2.8M 0.77% -2K -9.0% $184.79 -11.1%
6 SBUX STARBUCKS CORP Consumer Cyclical 18,600.0 $1.9M 0.52% -375.0 -2.0% $102.19 +5.5%
7 CI THE CIGNA GROUP Healthcare 4,750.0 $1.3M 0.36% -5K -51.5% $275.68 +1.2%
8 VTV VANGUARD INDEX FDS 639.0 $139K 0.04% -32.0 -4.8% $217.93 +3.4%

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%