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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$51.7 Million 10.6% of portfolio
103,923
Q2 2025 Reduced 0.58%
$260B
$19.1 Million 3.93% of portfolio
195,843
Q2 2025 Reduced 3.3%
$847B
$15.9 Million 3.27% of portfolio
54,979
Q2 2025 Reduced 2.05%
$364B
$14 Million 2.88% of portfolio
88,128
Q2 2025 Reduced 0.38%
$254B
$13.9 Million 2.85% of portfolio
47,149
Q2 2025 Reduced 0.23%
$410B
$13.8 Million 2.82% of portfolio
90,118
Q2 2025 Added 0.8%
$339B
$13.6 Million 2.79% of portfolio
73,361
Q2 2025 Added 1.04%
$475B
$13.2 Million 2.7% of portfolio
122,321
Q2 2025 Added 1.91%
$278B
$10.4 Million 2.13% of portfolio
149,705
Q2 2025 Added 0.58%
$222B
$9.75 Million 2.0% of portfolio
33,387
Q2 2025 Added 0.19%
$3.35T
$9.64 Million 1.98% of portfolio
46,993
Q2 2025 Added 0.38%
$231B
$8 Million 1.64% of portfolio
58,833
Q2 2025 Added 5.68%
$297B
$7.44 Million 1.53% of portfolio
51,986
Q2 2025 Reduced 1.43%
$300B
$7.11 Million 1.46% of portfolio
100,462
Q2 2025 Added 0.09%
$212B
$7.06 Million 1.45% of portfolio
89,173
Q2 2025 Reduced 1.19%
$378B
$6.85 Million 1.41% of portfolio
144,784
Q2 2025 Added 0.94%
$631B
$6.42 Million 1.32% of portfolio
13,221
Q2 2025 Added 1.46%
$1.07T
$5.63 Million 1.15% of portfolio
31,945
Q2 2025 Reduced 0.4%
$2.3T
$4.94 Million 1.01% of portfolio
22,516
Q2 2025 Added 5.15%
$219B
$4.94 Million 1.01% of portfolio
33,819
Q2 2025 Added 0.44%
$219B
$3.99 Million 0.82% of portfolio
32,199
Q1 2025 Added 0.98%
$280B
$2.93 Million 0.6% of portfolio
16,104
Q2 2025 Reduced 2.13%
$573B
$2.86 Million 0.59% of portfolio
8,057
Q2 2025 Added 2.81%
$379B
$2.5 Million 0.51% of portfolio
6,818
Q2 2025 Added 2.46%
$1.62T
$2.45 Million 0.5% of portfolio
3,317
Q2 2025 Added 17.75%
$409B
$1.23 Million 0.25% of portfolio
7,762
Q2 2025 Added 22.68%
$287B
$815,000 0.17% of portfolio
3,168
Q1 2025 Added 0.83%
$317B
$539,000 0.11% of portfolio
6,729
Q2 2025 Added 2.05%
$618B
$479,000 0.1% of portfolio
2,191
Q2 2025 New
$1T
$437,000 0.09% of portfolio
1,378
Q2 2025 Added 3.14%
$434B
$359,000 0.07% of portfolio
363
Q2 2025 Added 0.83%
$214B
$274,000 0.06% of portfolio
708
Q1 2025 Reduced 0.28%

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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