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 Market Cap. of $200 Billions or more

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%
$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%
$301B
$8.09 Million 1.59% of portfolio
52,067
Q3 2025 Added 0.16%
$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%
$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%
$248B
$5.66 Million 1.12% of portfolio
33,854
Q3 2025 Added 0.1%
$2.29T
$4.37 Million 0.86% of portfolio
19,903
Q3 2025 Reduced 11.61%
$204B
$3.62 Million 0.71% of portfolio
31,643
Q3 2025 Reduced 1.73%
$393B
$2.97 Million 0.58% of portfolio
7,326
Q3 2025 Added 7.45%
$574B
$2.72 Million 0.54% of portfolio
7,965
Q3 2025 Reduced 1.14%
$1.6T
$2.7 Million 0.53% of portfolio
3,673
Q3 2025 Added 10.73%
$241B
$2.5 Million 0.49% of portfolio
15,387
Q3 2025 Reduced 4.45%
$471B
$1.4 Million 0.28% of portfolio
7,489
Q3 2025 Reduced 3.52%
$331B
$952,000 0.19% of portfolio
3,168
Q1 2025 Added 0.83%
$778B
$839,000 0.17% of portfolio
2,985
Q3 2025 Added 36.24%
$303B
$562,000 0.11% of portfolio
6,713
Q3 2025 Reduced 0.24%
$1.39T
$386,000 0.08% of portfolio
870
Q3 2025 Reduced 36.87%
$405B
$336,000 0.07% of portfolio
363
Q2 2025 Added 0.83%
$265B
$337,000 0.07% of portfolio
708
Q1 2025 Reduced 0.28%
$360B
$240,000 0.05% of portfolio
1,317
Q3 2025 New

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
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