Lynch & Associates Portfolio Holdings

Lynch & Associates

  • $510 Million
  • Q4 2025

Lynch & Associates has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $510 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $51.4M, 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 $18.6M, and Johnson & Johnson with a value of $17.5M.

Examining the 13F form we can see an increase of $2.06M in the current position value, from $508M to 510M.

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

Portfolio value $510 Million
ETFs: $116 Million
Technology: $99 Million
Healthcare: $73.8 Million
Consumer Defensive: $50.9 Million
Industrials: $48.3 Million
Financial Services: $43 Million
Consumer Cyclical: $28.8 Million
Energy: $22.5 Million
Other: $26.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$51.4 Million 10.08% of portfolio
101,334
Q4 2025 Reduced 0.74%
$279B
$18.6 Million 3.65% of portfolio
181,038
Q4 2025 Reduced 4.48%
$522B
$17.5 Million 3.44% of portfolio
87,897
Q4 2025 Reduced 1.37%
$414B
$16.3 Million 3.2% of portfolio
69,772
Q4 2025 Reduced 1.1%
$881B
$15.8 Million 3.1% of portfolio
52,632
Q4 2025 Reduced 2.24%
$490B
$14.4 Million 2.83% of portfolio
122,482
Q4 2025 Added 2.4%
$266B
$13.9 Million 2.73% of portfolio
46,791
Q4 2025 Reduced 0.37%
$4.3T
$13.2 Million 2.6% of portfolio
49,510
Q4 2025 Added 4.6%
$346B
$12.7 Million 2.49% of portfolio
87,009
Q4 2025 Reduced 0.1%
$319B
$11.7 Million 2.29% of portfolio
150,212
Q4 2025 Added 0.06%
$224B
$10.4 Million 2.04% of portfolio
34,047
Q4 2025 Added 2.58%
$75.4B
$9.4 Million 1.84% of portfolio
73,714
Q4 2025 Reduced 1.49%
$971B
$8.93 Million 1.75% of portfolio
8,738
Q4 2025 Added 2.34%
$235B
$8.63 Million 1.69% of portfolio
92,958
Q4 2025 Added 2.87%
$1.65T
$8.41 Million 1.65% of portfolio
30,415
Q4 2025 Reduced 3.76%
$303B
$8.13 Million 1.59% of portfolio
52,535
Q4 2025 Added 0.9%
$123B
$7.36 Million 1.44% of portfolio
15,632
Q4 2025 Added 0.75%
$228B
$6.98 Million 1.37% of portfolio
53,681
Q4 2025 Reduced 2.69%
$306B
$6.87 Million 1.35% of portfolio
97,170
Q4 2025 Added 0.2%
$662B
$6.66 Million 1.31% of portfolio
13,081
Q4 2025 Added 0.23%
$136B
$6.4 Million 1.26% of portfolio
17,783
Q4 2025 Reduced 1.71%
$258B
$6.35 Million 1.25% of portfolio
36,183
Q4 2025 Added 6.88%
$140B
$5.78 Million 1.13% of portfolio
25,709
Q4 2025 Added 1.6%
$168B
$5.3 Million 1.04% of portfolio
61,796
Q4 2025 Added 2.9%
$132B
$5.22 Million 1.02% of portfolio
26,645
Q4 2025 Reduced 0.88%
$170B
$5.21 Million 1.02% of portfolio
35,647
Q4 2025 Reduced 2.62%
$77.2B
$4.72 Million 0.93% of portfolio
23,504
Q4 2025 Added 1.4%
$2.39T
$4.45 Million 0.87% of portfolio
18,975
Q4 2025 Reduced 4.66%
$37.9B
$4.31 Million 0.84% of portfolio
57,668
Q4 2025 Reduced 3.11%
$177B
$4.23 Million 0.83% of portfolio
21,722
Q4 2025 Reduced 18.38%
$91.4B
$4.18 Million 0.82% of portfolio
25,252
Q4 2025 Reduced 0.04%
$74.9B
$4.05 Million 0.79% of portfolio
16,606
Q4 2025 Reduced 1.1%
$68.7B
$3.94 Million 0.77% of portfolio
41,803
Q4 2025 Reduced 7.45%
$114B
$3.9 Million 0.77% of portfolio
20,353
Q4 2025 Added 1.87%
$96.4B
$3.85 Million 0.75% of portfolio
30,732
Q4 2025 Reduced 2.21%
$67.6B
$3.33 Million 0.65% of portfolio
73,280
Q4 2025 Added 2.65%
$193B
$3.2 Million 0.63% of portfolio
30,260
Q4 2025 Reduced 4.37%
$367B
$2.6 Million 0.51% of portfolio
7,266
Q4 2025 Reduced 0.82%
$533B
$2.62 Million 0.51% of portfolio
8,033
Q4 2025 Added 0.85%
$1.37T
$2.33 Million 0.46% of portfolio
3,819
Q4 2025 Added 3.97%
$237B
$2.32 Million 0.45% of portfolio
15,182
Q4 2025 Reduced 1.33%
$103B
$2.14 Million 0.42% of portfolio
27,280
Q4 2025 Added 9.94%
$183B
$2.13 Million 0.42% of portfolio
6,243
Q4 2025 Added 19.8%
$86.1B
$1.89 Million 0.37% of portfolio
5,689
Q4 2025 Reduced 3.51%
$141B
$1.78 Million 0.35% of portfolio
71,143
Q4 2025 Reduced 6.81%
$104B
$1.71 Million 0.33% of portfolio
29,375
Q4 2025 Reduced 4.36%
$136B
$1.65 Million 0.32% of portfolio
7,449
Q4 2025 Reduced 1.27%
$65.7B
$1.63 Million 0.32% of portfolio
20,664
Q4 2025 Reduced 8.07%
$128B
$1.46 Million 0.29% of portfolio
15,197
Q4 2025 Added 40.36%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $510 Million
  • Prior Value $508 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
Track This Portfolio

Track Lynch & Associates Portfolio

Follow Lynch & Associates and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lynch & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Lynch & Associates with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email