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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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