Lynch & Associates Portfolio Holdings
Lynch & Associates
- $510 Million
- Q4 2025
Lynch & Associates has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $510 Million distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $51.4M, 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 $18.6M, and Johnson & Johnson with a value of $17.5M.
Examining the 13F form we can see an increase of $2.06M in the current position value, from $508M to 510M.
Below you can find more details about Lynch & Associates portfolio as well as his latest detailed transactions.
Portfolio value
$510 Million
ETFs: $116 Million
Technology: $99 Million
Healthcare: $73.8 Million
Consumer Defensive: $50.9 Million
Industrials: $48.3 Million
Financial Services: $43 Million
Consumer Cyclical: $28.8 Million
Energy: $22.5 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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