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
$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%
$0
$2.32 Million 0.46% of portfolio
34,649
Q3 2025 Added 2.8%
$0
$2.19 Million 0.43% of portfolio
26,726
Q3 2025 Added 5.27%
$173B
$2.12 Million 0.42% of portfolio
30,956
Q3 2025 Reduced 0.29%
$87.5B
$2.04 Million 0.4% of portfolio
5,896
Q3 2025 Added 4.3%
$117B
$2.03 Million 0.4% of portfolio
30,713
Q3 2025 Reduced 0.98%
$0
$1.96 Million 0.39% of portfolio
19,083
Q3 2025 Added 4.5%
$144B
$1.95 Million 0.38% of portfolio
76,340
Q3 2025 Reduced 6.86%
$101B
$1.87 Million 0.37% of portfolio
24,813
Q3 2025 Added 8.46%
$65.1B
$1.8 Million 0.35% of portfolio
22,479
Q3 2025 Reduced 12.09%
$0
$1.76 Million 0.35% of portfolio
24,855
Q3 2025 Reduced 1.73%
$143B
$1.78 Million 0.35% of portfolio
7,545
Q3 2025 Reduced 5.92%
$40.4B
$1.8 Million 0.35% of portfolio
14,475
Q3 2025 Reduced 6.01%
$0
$1.64 Million 0.32% of portfolio
39,015
Q3 2025 Added 6.45%
$174B
$1.54 Million 0.3% of portfolio
34,943
Q3 2025 Added 3.51%
$0
$1.46 Million 0.29% of portfolio
29,278
Q3 2025 Added 4.65%
$158B
$1.47 Million 0.29% of portfolio
5,211
Q3 2025 Added 0.33%
$471B
$1.4 Million 0.28% of portfolio
7,489
Q3 2025 Reduced 3.52%
$0
$1.42 Million 0.28% of portfolio
57,518
Q3 2025 Added 5.53%
$0
$1.36 Million 0.27% of portfolio
34,278
Q3 2025 Added 5.93%
$29.5B
$1.35 Million 0.26% of portfolio
26,708
Q3 2025 Reduced 22.47%
$140B
$1.27 Million 0.25% of portfolio
3,860
Q3 2025 Added 12.34%
$0
$1.23 Million 0.24% of portfolio
18,284
Q3 2025 Added 11.09%
$93.6B
$1.1 Million 0.22% of portfolio
3,825
Q3 2025 Reduced 12.53%
$130B
$1.03 Million 0.2% of portfolio
10,827
Q3 2025 Added 10.85%
$0
$1.04 Million 0.2% of portfolio
1,740
Q4 2022 Added 10.8%
$0
$983,000 0.19% of portfolio
6,375
Q1 2025 Reduced 1.16%
$0
$985,000 0.19% of portfolio
10,524
Q3 2025 Added 9.2%
$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%
$0
$849,000 0.17% of portfolio
15,775
Q3 2025 Reduced 0.63%
$0
$821,000 0.16% of portfolio
14,552
Q3 2025 Added 6.96%
$20.2B
$670,000 0.13% of portfolio
3,269
Q3 2025 Reduced 6.52%
$90.3B
$681,000 0.13% of portfolio
3,086
Q3 2025 Added 0.19%
$0
$679,000 0.13% of portfolio
2,834
Q2 2025 Added 0.82%
$3.32B
$635,000 0.13% of portfolio
35,000
Q1 2024 Reduced 2.78%
$0
$630,000 0.12% of portfolio
3,054
Q3 2025 Reduced 8.62%
$0
$629,000 0.12% of portfolio
2,600
Q3 2022 Reduced 3.7%
$0
$569,000 0.11% of portfolio
10,860
Q3 2025 Added 5.66%
$303B
$562,000 0.11% of portfolio
6,713
Q3 2025 Reduced 0.24%
$19.3B
$483,000 0.1% of portfolio
5,423
Q3 2025 Reduced 4.66%
$0
$514,000 0.1% of portfolio
11,114
Q4 2023 Reduced 1.88%
$94.7B
$511,000 0.1% of portfolio
11,351
Q3 2025 Reduced 18.84%
$0
$521,000 0.1% of portfolio
3,744
Q1 2025 Reduced 3.23%
$0
$472,000 0.09% of portfolio
1,439
Q3 2025 Added 0.07%
$23.6B
$409,000 0.08% of portfolio
15,531
Q3 2025 Reduced 6.05%
$1.39T
$386,000 0.08% of portfolio
870
Q3 2025 Reduced 36.87%
$0
$425,000 0.08% of portfolio
6,216
Q3 2025 Added 10.12%

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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