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 Q4 2024 included $246,867,341 in managed 13F securities
and a top 10 holdings concentration of 62.58%. Lynch Asset Management's largest holding is NVIDIA Corp with shares held of 536,250. Whalewisdom has at least 13 13F filings
Business Description
Lynch Asset Management, Inc. provides investment advisory services, including general wealth management, IRA rollover accounts, and corporate accounts. The company's focus is on managing investment assets in an unbiased professional way, catering to each client's unique needs and circumstances. As of December 31, 2023, Lynch Asset Management, Inc. provided asset management services for nineteen accounts, with $183,965,804 million of regulatory assets under management.
Lynch Asset Management, Inc. will review a client's present financial situation, assist in setting and monitoring goals and objectives, advise on asset allocation, monitor and evaluate assets under management, provide research and information on performance, provide portfolio statements, individual holdings report and asset allocation statements as needed, and provide personal consultations as necessary upon request or as needed.
Investment Strategy
Lynch Asset Management's investment strategy focuses on identifying undervalued companies with strong competitive positions, sound management, and consistent earnings growth. They believe that these companies have sustainable businesses that make them attractive long-term investments. By focusing on valuation, they aim to mitigate potential downside risk while enhancing potential returns.
To achieve their objectives, Lynch Asset Management employs a disciplined investment process that considers each client's unique circumstances, including their investment goals, risk tolerance, tax situation, and investment time horizon. They analyze current market conditions and communicate with clients to monitor investment profiles and make adjustments as needed. This personalized approach ensures that each client's portfolio aligns with their specific financial situation and evolves as their needs change.
Known Email Addresses
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Other Contact Information
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2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| NVDA NVIDIA Corp | 1.79% |
| NOW ServiceNow Inc | 0.46% |
| V VISA Inc | 0.18% |
| JAKK Jakks Pacific Inc. | 0.08% |
| VB Vanguard Small Cap E | 0.04% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| NKE NIKE Inc | 0.37% |
| ETSY Etsy Inc | 0.16% |
| GEHC GE HealthCare Techno | 0.1% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| NVDA NVIDIA Corp | 29.17% |
| GOOGL Alphabet Inc. Class | 5.43% |
| META Meta Platforms Inc | 4.2% |
| AAPL Apple Inc | 3.94% |
| NVO Novo Nordisk | 3.73% |
2024-12-31
13F Activity
| Market Value | $247m, Prior: $238m |
| Inflows (Outflows) as % of Total MV | +0.0315% |
| New Purchases | 1 stocks |
| Added To | 15 stocks |
| Sold out of | 2 stocks |
| Reduced holdings in | 3 stocks |
| Top 10 Holdings % | 62.58% |
| Turnover %[1] | 6.82% |
| Turnover Alt %[2] | 0.43% |
| Time Held Top 20 | 9.45 quarters |
| Time Held Top 10 | 8.4 quarters |
| Time Held All | 11.14 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.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31