Lynch & Associates Portfolio Holdings

Lynch & Associates

  • $488 Million
  • Q2 2025

Lynch & Associates has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $488 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $51.7M, Ishares Core S&P 500 ETF with a value of $21.4M, Walmart Inc. with a value of $19.1M, Ishares Core S&P Mid Cap ETF with a value of $18.9M, and Jpmorgan Chase & CO with a value of $15.9M.

Examining the 13F form we can see an increase of $32.4M in the current position value, from $455M to 488M.

Below you can find more details about Lynch & Associates portfolio as well as his latest detailed transactions.

Portfolio value $488 Million
ETFs: $102 Million
Technology: $94.7 Million
Healthcare: $64.1 Million
Consumer Defensive: $56 Million
Industrials: $51.4 Million
Financial Services: $42.4 Million
Consumer Cyclical: $27.8 Million
Energy: $22.8 Million
Other: $24.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$51.7 Million 10.6% of portfolio
103,923
Q2 2025 Reduced 0.58%
$0
$21.4 Million 4.38% of portfolio
34,406
Q2 2025 Added 1.45%
$260B
$19.1 Million 3.93% of portfolio
195,843
Q2 2025 Reduced 3.3%
$0
$18.9 Million 3.87% of portfolio
304,495
Q2 2025 Added 1.89%
$847B
$15.9 Million 3.27% of portfolio
54,979
Q2 2025 Reduced 2.05%
$364B
$14 Million 2.88% of portfolio
88,128
Q2 2025 Reduced 0.38%
$254B
$13.9 Million 2.85% of portfolio
47,149
Q2 2025 Reduced 0.23%
$410B
$13.8 Million 2.82% of portfolio
90,118
Q2 2025 Added 0.8%
$339B
$13.6 Million 2.79% of portfolio
73,361
Q2 2025 Added 1.04%
$475B
$13.2 Million 2.7% of portfolio
122,321
Q2 2025 Added 1.91%
$278B
$10.4 Million 2.13% of portfolio
149,705
Q2 2025 Added 0.58%
$82.7B
$10.2 Million 2.08% of portfolio
76,233
Q2 2025 Reduced 0.54%
$222B
$9.75 Million 2.0% of portfolio
33,387
Q2 2025 Added 0.19%
$3.35T
$9.64 Million 1.98% of portfolio
46,993
Q2 2025 Added 0.38%
$231B
$8 Million 1.64% of portfolio
58,833
Q2 2025 Added 5.68%
$0
$7.88 Million 1.62% of portfolio
150,508
Q2 2025 Added 1.94%
$297B
$7.44 Million 1.53% of portfolio
51,986
Q2 2025 Reduced 1.43%
$124B
$7.3 Million 1.5% of portfolio
15,753
Q2 2025 Reduced 0.04%
$300B
$7.11 Million 1.46% of portfolio
100,462
Q2 2025 Added 0.09%
$148B
$7.07 Million 1.45% of portfolio
17,874
Q2 2025 Reduced 0.48%
$212B
$7.06 Million 1.45% of portfolio
89,173
Q2 2025 Reduced 1.19%
$378B
$6.85 Million 1.41% of portfolio
144,784
Q2 2025 Added 0.94%
$760B
$6.68 Million 1.37% of portfolio
8,564
Q2 2025 Added 12.79%
$631B
$6.42 Million 1.32% of portfolio
13,221
Q2 2025 Added 1.46%
$160B
$6.44 Million 1.32% of portfolio
27,669
Q2 2025 Added 0.55%
$0
$6.06 Million 1.24% of portfolio
55,404
Q2 2025 Added 0.47%
$1.07T
$5.63 Million 1.15% of portfolio
31,945
Q2 2025 Reduced 0.4%
$138B
$5.6 Million 1.15% of portfolio
25,241
Q2 2025 Reduced 0.06%
$73B
$5.43 Million 1.11% of portfolio
53,809
Q2 2025 Reduced 1.44%
$177B
$5.2 Million 1.07% of portfolio
26,709
Q2 2025 Reduced 1.38%
$2.3T
$4.94 Million 1.01% of portfolio
22,516
Q2 2025 Added 5.15%
$219B
$4.94 Million 1.01% of portfolio
33,819
Q2 2025 Added 0.44%
$0
$4.84 Million 0.99% of portfolio
24,518
Q2 2025 Added 4.08%
$84.8B
$4.69 Million 0.96% of portfolio
22,067
Q2 2025 New
$39.4B
$4.54 Million 0.93% of portfolio
59,909
Q2 2025 Reduced 0.43%
$143B
$4.54 Million 0.93% of portfolio
36,731
Q2 2025 Reduced 1.62%
$147B
$4.14 Million 0.85% of portfolio
59,596
Q2 2025 Reduced 0.33%
$137B
$4.16 Million 0.85% of portfolio
19,849
Q2 2025 Added 3.48%
$0
$4.12 Million 0.85% of portfolio
155,613
Q2 2025 Added 3.41%
$87.3B
$4.02 Million 0.82% of portfolio
26,381
Q2 2025 Added 1.32%
$219B
$3.99 Million 0.82% of portfolio
32,199
Q1 2025 Added 0.98%
$79.1B
$3.99 Million 0.82% of portfolio
16,122
Q2 2025 Reduced 0.07%
$90.8B
$3.74 Million 0.77% of portfolio
31,737
Q2 2025 Added 2.57%
$69.9B
$3.16 Million 0.65% of portfolio
69,845
Q2 2025 Added 1.3%
$280B
$2.93 Million 0.6% of portfolio
16,104
Q2 2025 Reduced 2.13%
$573B
$2.86 Million 0.59% of portfolio
8,057
Q2 2025 Added 2.81%
$0
$2.75 Million 0.56% of portfolio
39,770
Q2 2025 Added 4.02%
$0
$2.56 Million 0.53% of portfolio
10,114
Q2 2025 Reduced 1.08%
$0
$2.58 Million 0.53% of portfolio
34,820
Q2 2025 Added 3.58%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $488 Million
  • Prior Value $455 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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