Lynch & Associates Portfolio Holdings

Lynch & Associates

  • $455 Million
  • Q1 2025

Lynch & Associates has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $455 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $39.2M, Ishares Core S&P 500 ETF with a value of $19.1M, Walmart Inc. with a value of $17.8M, Ishares Core S&P Mid Cap ETF with a value of $17.4M, and Abb Vie Inc. with a value of $15.2M.

Examining the 13F form we can see an decrease of $493K in the current position value, from $456M to 455M.

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

Portfolio value $455 Million
ETFs: $93.1 Million
Technology: $77.4 Million
Healthcare: $66.8 Million
Consumer Defensive: $55.9 Million
Industrials: $46.2 Million
Financial Services: $38.2 Million
Consumer Cyclical: $27.7 Million
Energy: $25.2 Million
Other: $23.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$39.2 Million 8.62% of portfolio
104,528
Q1 2025 Reduced 1.0%
$0
$19.1 Million 4.19% of portfolio
33,913
Q1 2025 Added 1.29%
$263B
$17.8 Million 3.91% of portfolio
202,525
Q1 2025 Reduced 2.36%
$0
$17.4 Million 3.83% of portfolio
298,852
Q1 2025 Added 1.18%
$337B
$15.2 Million 3.34% of portfolio
72,607
Q1 2025 Reduced 1.16%
$373B
$15.1 Million 3.31% of portfolio
88,465
Q1 2025 Reduced 1.16%
$409B
$14.8 Million 3.26% of portfolio
89,407
Q1 2025 Reduced 0.01%
$474B
$14.3 Million 3.14% of portfolio
120,031
Q1 2025 Reduced 0.37%
$831B
$13.8 Million 3.03% of portfolio
56,132
Q1 2025 Reduced 1.99%
$260B
$11.8 Million 2.58% of portfolio
47,260
Q1 2025 Reduced 2.07%
$216B
$10.4 Million 2.29% of portfolio
33,323
Q1 2025 Reduced 0.03%
$3.39T
$10.4 Million 2.28% of portfolio
46,816
Q1 2025 Reduced 0.05%
$284B
$9.19 Million 2.02% of portfolio
148,845
Q1 2025 Reduced 0.16%
$300B
$8.82 Million 1.94% of portfolio
52,742
Q1 2025 Reduced 1.74%
$82.7B
$8.4 Million 1.85% of portfolio
76,650
Q1 2025 Reduced 0.66%
$212B
$8.1 Million 1.78% of portfolio
90,250
Q1 2025 Reduced 0.38%
$233B
$7.38 Million 1.62% of portfolio
55,670
Q1 2025 Reduced 2.07%
$300B
$7.19 Million 1.58% of portfolio
100,374
Q1 2025 Reduced 0.73%
$121B
$7.04 Million 1.55% of portfolio
15,759
Q1 2025 Reduced 0.89%
$631B
$6.94 Million 1.52% of portfolio
13,031
Q1 2025 Added 0.49%
$0
$6.91 Million 1.52% of portfolio
56,649
Q1 2025 Added 2.34%
$148B
$6.69 Million 1.47% of portfolio
17,960
Q1 2025 Reduced 1.01%
$748B
$6.27 Million 1.38% of portfolio
7,593
Q1 2025 Reduced 0.35%
$376B
$5.99 Million 1.32% of portfolio
143,439
Q1 2025 Reduced 0.69%
$74.5B
$6 Million 1.32% of portfolio
54,593
Q1 2025 Reduced 2.33%
$140B
$5.89 Million 1.29% of portfolio
25,257
Q1 2025 Added 1.14%
$160B
$5.83 Million 1.28% of portfolio
27,519
Q1 2025 Added 1.21%
$0
$5.77 Million 1.27% of portfolio
55,147
Q1 2025 Added 5.95%
$177B
$5.27 Million 1.16% of portfolio
27,084
Q1 2025 Reduced 1.61%
$1.07T
$4.96 Million 1.09% of portfolio
32,072
Q1 2025 Added 2.56%
$146B
$4.55 Million 1.0% of portfolio
37,335
Q1 2025 Reduced 1.66%
$38.7B
$4.52 Million 0.99% of portfolio
60,169
Q1 2025 Reduced 2.11%
$215B
$4.46 Million 0.98% of portfolio
33,672
Q1 2025 Added 0.94%
$145B
$4.24 Million 0.93% of portfolio
59,796
Q1 2025 Reduced 0.99%
$0
$4.15 Million 0.91% of portfolio
150,484
Q1 2025 Added 5.93%
$2.27T
$4.07 Million 0.9% of portfolio
21,413
Q1 2025 Added 1.04%
$79.8B
$4 Million 0.88% of portfolio
16,133
Q1 2025 Reduced 0.03%
$86.2B
$3.82 Million 0.84% of portfolio
26,037
Q1 2025 Added 1.24%
$0
$3.8 Million 0.83% of portfolio
23,558
Q1 2025 Added 3.66%
$90.2B
$3.77 Million 0.83% of portfolio
30,942
Q1 2025 Reduced 1.36%
$54.7B
$3.62 Million 0.79% of portfolio
21,197
Q1 2025 Reduced 0.89%
$135B
$3.27 Million 0.72% of portfolio
19,182
Q1 2025 Added 6.36%
$220B
$3.18 Million 0.7% of portfolio
32,199
Q1 2025 Added 0.98%
$70.3B
$2.91 Million 0.64% of portfolio
68,946
Q1 2025 Added 2.47%
$585B
$2.75 Million 0.6% of portfolio
7,837
Q1 2025 Added 0.9%
$276B
$2.61 Million 0.57% of portfolio
16,454
Q1 2025 Added 0.16%
$380B
$2.44 Million 0.54% of portfolio
6,654
Q1 2025 Added 7.44%
$76.4B
$2.4 Million 0.53% of portfolio
25,606
Q1 2025 Reduced 1.23%
$0
$2.39 Million 0.52% of portfolio
38,232
Q1 2025 Added 7.48%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $455 Million
  • Prior Value $456 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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