Equal-WT
WhaleScore 2.0
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Lynch Asset Management is based out of Yardley. Lynch Asset Management is a large advisory firm with 11 clients and discretionary assets under management (AUM) of $260,123,497 (Form ADV from 2025-02-06). Their last reported 13F filing for Q1 2025 included $222,790,749 in managed 13F securities
and a top 10 holdings concentration of 59.36%. Lynch Asset Management's largest holding is NVIDIA Corp with shares held of 536,350. Whalewisdom has at least 14 13F filings
Business Description
Lynch Asset Management, Inc. provides investment advisory services, including general wealth management, IRA rollover accounts, and corporate accounts. Their focus is on managing investment assets in an unbiased professional way, catering to unique needs and circumstances, with the goal of helping clients develop and execute a plan designed to build and preserve wealth. As of December 31, 2024, they managed $260,123,497 million of regulatory assets under management across twenty-two accounts on a discretionary basis.
As part of their services, they review clients' financial situations, assist in setting and monitoring goals, advise on asset allocation, monitor and evaluate assets under management, provide research and information on performance, and offer portfolio statements and personal consultations. They also adhere to a fiduciary standard, prioritizing clients' interests, avoiding misleading statements, and charging reasonable fees.
Investment Strategy
Lynch Asset Management aims to achieve superior, long-term investment returns with controlled risk by building diversified portfolios of high-quality assets. These portfolios are structured with equities, fixed income, and cash equivalents, tailored to the client's objectives, risk preference, and assessment of macroeconomic and financial market trends. The process involves defining client objectives, risk tolerance, tax situation, and investment time horizon, using information from provided documents and a global market outlook to develop a customized plan.
Their equity investment strategy focuses on identifying great companies at attractive valuations. They target companies with strong competitive positions, solid management, excellent balance sheets, consistent earnings growth, and the potential to expand revenues with new products and markets. This fundamental, company-focused research approach avoids popular trends or momentum investing, mitigating potential downside risk. Stocks are sold if there is a deterioration in the long-term fundamentals, management credibility is lost, or the investment thesis is no longer valid.
Owners
- LYNCH, MARK, RICHARD - PRESIDENT
- Murphy, Carole, Wisneski - CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| CI Cigna Holding Co | 0.37% |
| BPRN Princeton Bancorp In | 0.23% |
| JNJ Johnson & Johnson | 0.19% |
| TT Trane Technologies P | 0.15% |
| VXUS Vanguard Total Inter | 0.13% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| PYPL PayPal Holdings Inc | 0.09% |
| FDX Fedex Corp | 0.09% |
| JAKK Jakks Pacific Inc. | 0.08% |
| AAPL Apple Inc | 0.08% |
| DIS Walt Disney Co. (The | 0.04% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| NVDA NVIDIA Corp | 26.09% |
| GOOGL Alphabet Inc. Class | 4.93% |
| META Meta Platforms Inc | 4.57% |
| ABBV AbbVie Inc | 4.31% |
| AAPL Apple Inc | 3.86% |
2025-03-31
13F Activity
| Market Value | $223m, Prior: $247m |
| Inflows (Outflows) as % of Total MV | +0.5508% |
| New Purchases | 3 stocks |
| Added To | 13 stocks |
| Sold out of | 1 stocks |
| Reduced holdings in | 6 stocks |
| Top 10 Holdings % | 59.36% |
| Turnover %[1] | 8.89% |
| Turnover Alt %[2] | 0.18% |
| Time Held Top 20 | 10.05 quarters |
| Time Held Top 10 | 9.4 quarters |
| Time Held All | 11.66 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31