Lynch & Associates Portfolio Holdings

Lynch & Associates

  • $488 Million
  • Q2 2025

Lynch & Associates has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $488 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $51.7M, Ishares Core S&P 500 ETF with a value of $21.4M, Walmart Inc. with a value of $19.1M, Ishares Core S&P Mid Cap ETF with a value of $18.9M, and Jpmorgan Chase & CO with a value of $15.9M.

Examining the 13F form we can see an increase of $32.4M in the current position value, from $455M to 488M.

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

Portfolio value $488 Million
ETFs: $102 Million
Technology: $94.7 Million
Healthcare: $64.1 Million
Consumer Defensive: $56 Million
Industrials: $51.4 Million
Financial Services: $42.4 Million
Consumer Cyclical: $27.8 Million
Energy: $22.8 Million
Other: $24.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$405B
$2.5 Million 0.51% of portfolio
6,818
Q2 2025 Added 2.46%
$1.78T
$2.45 Million 0.5% of portfolio
3,317
Q2 2025 Added 17.75%
$70.9B
$2.32 Million 0.48% of portfolio
25,571
Q2 2025 Reduced 0.14%
$0
$2.16 Million 0.44% of portfolio
33,706
Q2 2025 Added 3.12%
$173B
$2.13 Million 0.44% of portfolio
31,046
Q2 2025 Reduced 0.95%
$138B
$1.99 Million 0.41% of portfolio
81,964
Q2 2025 Reduced 7.85%
$45.1B
$1.99 Million 0.41% of portfolio
15,400
Q2 2025 Reduced 1.03%
$92.8B
$1.94 Million 0.4% of portfolio
5,653
Q2 2025 Added 1.65%
$0
$1.97 Million 0.4% of portfolio
25,388
Q2 2025 Added 5.2%
$135B
$1.85 Million 0.38% of portfolio
8,020
Q2 2025 Reduced 3.06%
$118B
$1.82 Million 0.37% of portfolio
31,018
Q2 2025 Added 2.89%
$29.2B
$1.78 Million 0.37% of portfolio
34,448
Q2 2025 Added 3.68%
$0
$1.72 Million 0.35% of portfolio
18,262
Q2 2025 Added 0.45%
$0
$1.64 Million 0.34% of portfolio
25,292
Q2 2025 Added 3.74%
$86B
$1.58 Million 0.32% of portfolio
22,878
Q2 2025 Added 15.07%
$182B
$1.46 Million 0.3% of portfolio
33,758
Q2 2025 Added 2.47%
$0
$1.45 Million 0.3% of portfolio
36,652
Q2 2025 Added 12.87%
$85.6B
$1.45 Million 0.3% of portfolio
4,373
Q2 2025 Reduced 0.05%
$0
$1.43 Million 0.29% of portfolio
27,978
Q2 2025 Added 0.49%
$0
$1.27 Million 0.26% of portfolio
31,213
Q2 2025 Added 20.51%
$0
$1.28 Million 0.26% of portfolio
54,505
Q2 2025 Added 2.36%
$0
$1.2 Million 0.25% of portfolio
32,360
Q2 2025 Added 9.89%
$456B
$1.23 Million 0.25% of portfolio
7,762
Q2 2025 Added 22.68%
$0
$1.03 Million 0.21% of portfolio
16,459
Q2 2025 Added 8.05%
$15.3B
$1.05 Million 0.21% of portfolio
39,603
Q2 2025 Reduced 30.96%
$0
$985,000 0.2% of portfolio
1,740
Q4 2022 Added 10.8%
$0
$940,000 0.19% of portfolio
6,375
Q1 2025 Reduced 1.16%
$127B
$947,000 0.19% of portfolio
3,436
Q2 2025 New
$0
$875,000 0.18% of portfolio
9,637
Q2 2025 Added 26.25%
$0
$831,000 0.17% of portfolio
15,875
Q2 2025 Reduced 1.24%
$122B
$851,000 0.17% of portfolio
9,767
Q2 2025 Added 0.55%
$306B
$815,000 0.17% of portfolio
3,168
Q1 2025 Added 0.83%
$22.7B
$779,000 0.16% of portfolio
3,497
Q2 2025 New
$0
$715,000 0.15% of portfolio
13,605
Q2 2025 Added 1.96%
$95.6B
$704,000 0.14% of portfolio
3,080
Q2 2025 New
$99B
$647,000 0.13% of portfolio
13,986
Q2 2025 Reduced 0.39%
$0
$615,000 0.13% of portfolio
2,834
Q2 2025 Added 0.82%
$0
$653,000 0.13% of portfolio
3,342
Q4 2024 Reduced 0.42%
$0
$561,000 0.12% of portfolio
2,600
Q3 2022 Reduced 3.7%
$19.9B
$596,000 0.12% of portfolio
5,688
Q2 2025 New
$302B
$539,000 0.11% of portfolio
6,729
Q2 2025 Added 2.05%
$0
$512,000 0.11% of portfolio
10,278
Q2 2025 Added 4.46%
$2.82B
$534,000 0.11% of portfolio
35,000
Q1 2024 Reduced 2.78%
$0
$473,000 0.1% of portfolio
11,114
Q4 2023 Reduced 1.88%
$0
$504,000 0.1% of portfolio
3,744
Q1 2025 Reduced 3.23%
$684B
$479,000 0.1% of portfolio
2,191
Q2 2025 New
$0
$460,000 0.09% of portfolio
746
Q2 2025 Added 34.9%
$89.6B
$434,000 0.09% of portfolio
19,395
Q2 2025 Reduced 0.74%
$0
$437,000 0.09% of portfolio
1,438
Q2 2025 Reduced 9.45%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $488 Million
  • Prior Value $455 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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