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| Lynch Asset Management Inc
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|---|---|
| CRD # | 159938 |
| SEC # | 801-122985 |
| CIK # | 0001906719 |
| AUM | $330.6 M (2026-02-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 215-801-1550 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001906719 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 93.9 | ||
| Alphabet Inc | 20.5 | ||
| Facebook Inc | 10.1 | ||
| Apple Inc | 10.1 | ||
| Cummins Inc | 10.0 | ||
| AbbVie Inc | 9.9 | ||
| Microsoft Corp | 9.4 | ||
| Goldman Sachs Group Inc | 9.3 | ||
| Amazon Com Inc | 8.9 | ||
| CrowdStrike Holdings Inc | 7.7 | ||
| Advanced Micro Devices Inc | 7.2 | ||
| Fedex Corp | 5.9 | ||
| Broadcom Inc | 5.7 | ||
| Palo Alto Networks Inc | 5.6 | ||
| Chevron Corp | 5.6 | ||
| Eaton Corp Ltd | 4.9 | ||
| Mastercard Inc | 4.8 | ||
| UnitedHealth Group Inc | 4.5 | ||
| ServiceNow Inc | 4.4 | ||
| Tesla Motors Inc | 4.3 | ||
| Walt Disney Co | 4.0 | ||
| Visa Inc | 4.0 | ||
| Novo Nordisk A S | 4.0 | ||
| Costco Wholesale Corp /NEW | 3.8 | ||
| Emerson Electric Co | 3.6 | ||
| Ingersoll-Rand PLC | 3.5 | ||
| International Business Machines Corp | 3.1 | ||
| Home Depot Inc | 3.0 | ||
| Johnson & Johnson | 2.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.6 |
| (b) Individuals (high net worth individuals) | 8 | 302.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 27.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 23 | 330.6 |
| By Discretionary | ||
| Discretionary | 23 | 330.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 23 | 330.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 330.6 | |
| Total | 23 | 330.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001906719] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Hogan-Knotts Financial Group Inc
✚
|
NJ | 0.3 |
|
BBJS Financial Advisors LLC
✚
|
WA | 0.3 |
|
Elios Financial Group Inc
✚
|
OH | 0.3 |
|
The McHugh Group LLC
✚
|
0.3 | |
|
Yoder Wealth Management Inc
✚
|
CA | 0.3 |
|
The Nestegg Group Inc
✚
|
IL | 0.3 |
|
Dustin Blodgett Insight Capital LLC
✚
|
CA | 0.3 |
|
Dependable Alternative Investments LLC
✚
|
CA | 0.3 |
|
NVNG Investments Inc
✚
|
MI | 0.3 |
|
Bryspen Incorporated
✚
|
DC | 0.3 |