Lynch & Associates Portfolio Holdings

Lynch & Associates

  • $508 Million
  • Q3 2025

Lynch & Associates has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $508 Million distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $52.9M, Ishares Core S&P 500 ETF with a value of $22.5M, Ishares Core S&P Mid Cap ETF with a value of $20.1M, Walmart Inc. with a value of $19.5M, and Jpmorgan Chase & CO with a value of $17M.

Examining the 13F form we can see an increase of $20.4M in the current position value, from $488M to 508M.

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

Portfolio value $508 Million
ETFs: $111 Million
Technology: $98.4 Million
Healthcare: $69 Million
Consumer Defensive: $54 Million
Industrials: $50.2 Million
Financial Services: $44.6 Million
Consumer Cyclical: $29.5 Million
Energy: $23.7 Million
Other: $26.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.91T
$52.9 Million 10.41% of portfolio
102,091
Q3 2025 Reduced 1.76%
$0
$22.5 Million 4.42% of portfolio
33,554
Q3 2025 Reduced 2.48%
$0
$20.1 Million 3.95% of portfolio
307,397
Q3 2025 Added 0.95%
$279B
$19.5 Million 3.85% of portfolio
189,536
Q3 2025 Reduced 3.22%
$892B
$17 Million 3.34% of portfolio
53,840
Q3 2025 Reduced 2.07%
$496B
$16.5 Million 3.25% of portfolio
89,119
Q3 2025 Reduced 1.11%
$409B
$16.3 Million 3.22% of portfolio
70,546
Q3 2025 Reduced 3.84%
$475B
$13.5 Million 2.65% of portfolio
119,607
Q3 2025 Reduced 2.22%
$357B
$13.4 Million 2.63% of portfolio
87,099
Q3 2025 Reduced 1.17%
$259B
$13.3 Million 2.61% of portfolio
46,965
Q3 2025 Reduced 0.39%
$4.15T
$12.1 Million 2.37% of portfolio
47,331
Q3 2025 Added 0.72%
$289B
$10.3 Million 2.02% of portfolio
150,119
Q3 2025 Added 0.28%
$217B
$10.1 Million 1.99% of portfolio
33,190
Q3 2025 Reduced 0.59%
$78.6B
$9.82 Million 1.93% of portfolio
74,830
Q3 2025 Reduced 1.84%
$0
$8.57 Million 1.69% of portfolio
154,921
Q3 2025 Added 2.93%
$0
$8.23 Million 1.62% of portfolio
56,504
Q3 2025 Reduced 0.97%
$135B
$7.75 Million 1.52% of portfolio
15,516
Q3 2025 Reduced 1.5%
$1.46T
$7.68 Million 1.51% of portfolio
31,603
Q3 2025 Reduced 1.07%
$219B
$7.58 Million 1.49% of portfolio
90,362
Q3 2025 Added 1.33%
$400B
$7.44 Million 1.47% of portfolio
144,289
Q3 2025 Reduced 0.34%
$235B
$7.39 Million 1.45% of portfolio
55,164
Q3 2025 Reduced 6.24%
$0
$6.82 Million 1.34% of portfolio
57,413
Q3 2025 Added 3.63%
$142B
$6.69 Million 1.32% of portfolio
18,093
Q3 2025 Added 1.23%
$650B
$6.56 Million 1.29% of portfolio
13,051
Q3 2025 Reduced 1.29%
$804B
$6.51 Million 1.28% of portfolio
8,538
Q3 2025 Reduced 0.3%
$286B
$6.43 Million 1.27% of portfolio
96,975
Q3 2025 Reduced 3.47%
$147B
$6.36 Million 1.25% of portfolio
25,303
Q3 2025 Added 0.25%
$248B
$5.66 Million 1.12% of portfolio
33,854
Q3 2025 Added 0.1%
$141B
$5.66 Million 1.11% of portfolio
26,882
Q3 2025 Reduced 2.84%
$0
$5.26 Million 1.04% of portfolio
23,682
Q3 2025 Reduced 3.41%
$163B
$5.29 Million 1.04% of portfolio
36,606
Q3 2025 Reduced 0.34%
$177B
$5.18 Million 1.02% of portfolio
26,612
Q3 2025 Reduced 0.36%
$81.3B
$4.93 Million 0.97% of portfolio
23,179
Q3 2025 Added 5.04%
$39.9B
$4.9 Million 0.96% of portfolio
59,520
Q3 2025 Reduced 0.65%
$165B
$4.53 Million 0.89% of portfolio
60,056
Q3 2025 Added 0.77%
$0
$4.49 Million 0.88% of portfolio
164,581
Q3 2025 Added 5.76%
$2.29T
$4.37 Million 0.86% of portfolio
19,903
Q3 2025 Reduced 11.61%
$77.6B
$4.38 Million 0.86% of portfolio
16,791
Q3 2025 Added 4.15%
$134B
$4.31 Million 0.85% of portfolio
19,980
Q3 2025 Added 0.66%
$96.4B
$3.89 Million 0.77% of portfolio
31,427
Q3 2025 Reduced 0.98%
$86.2B
$3.92 Million 0.77% of portfolio
25,261
Q3 2025 Reduced 4.25%
$62.9B
$3.77 Million 0.74% of portfolio
45,166
Q3 2025 Reduced 16.06%
$204B
$3.62 Million 0.71% of portfolio
31,643
Q3 2025 Reduced 1.73%
$69.8B
$3.45 Million 0.68% of portfolio
71,389
Q3 2025 Added 2.21%
$0
$3.12 Million 0.62% of portfolio
42,528
Q3 2025 Added 6.93%
$393B
$2.97 Million 0.58% of portfolio
7,326
Q3 2025 Added 7.45%
$0
$2.85 Million 0.56% of portfolio
10,114
Q2 2025 Reduced 1.08%
$0
$2.73 Million 0.54% of portfolio
35,724
Q3 2025 Added 2.6%
$574B
$2.72 Million 0.54% of portfolio
7,965
Q3 2025 Reduced 1.14%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $508 Million
  • Prior Value $488 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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