LYNCH ASSET MANAGEMENT INC
Q4 2023 Form 13-F
NEWTOWN, PENNSYLVANIA
CIK 0001906719
· CRD 159938
· SEC-registered investment adviser
$174.5M Reported Value Total
LYNCH ASSET MANAGEMENT, INC. reports 19 total accounts under management (AUM). There are 19 discretionary accounts valued at $183,965,804, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-02-19
Reported value
$174.5M
Quarter over quarter
+12.9%
Holdings
46
Top-10 concentration
54.3%
Key People
Form ADV owners & control persons
Mark Richard Lynch
PRESIDENT
Carole Wisneski Murphy
CHIEF COMPLIANCE OFFICER
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Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | January 26, 2024 |
| Form | 13F-HR |
| Reported value | $174.5M |
| Positions | 46 |
| Change in reported value | +14.7% |
| New positions | 2 |
| Exited positions | 2 |
| Position turnover | 8.3% |
| Top-10 concentration | 54.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 28, 2026
|
52 | $392.6M |
|
Q2 2026 13F
Filed Aug 6, 2026
|
52 | $365.7M |
|
Q1 2026 13F
Filed Apr 24, 2026
|
51 | $298.2M |
|
Q4 2025 13F
Filed Jan 23, 2026
|
52 | $318.1M |
|
Q3 2025 13F
Filed Oct 27, 2025
|
56 | $312.6M |
|
Q2 2025 13F
Filed Aug 13, 2025
|
56 | $283.5M |
|
Q1 2025 13F
Filed Apr 16, 2025
|
44 | $222.8M |
|
Q4 2024 13F
Filed Jan 24, 2025
|
42 | $246.9M |
|
Q3 2024 13F
Filed Oct 24, 2024
|
43 | $237.8M |
|
Q2 2024 13F
Filed Jul 22, 2024
|
42 | $234.3M |
|
Q1 2024 13F
Filed Apr 30, 2024
|
43 | $212.6M |
|
Q4 2023 13F
Filed Jan 26, 2024
|
46 | $174.5M |
|
Q3 2023 13F
Filed Oct 25, 2023
|
46 | $152.1M |
|
Q2 2023 13F
Filed Jul 17, 2023
|
47 | $155.4M |
|
Q1 2023 13F
Filed Apr 20, 2023
|
47 | $139.4M |
|
Q4 2022 13F
Filed Jan 20, 2023
|
49 | $116.1M |
|
Q3 2022 13F
Filed Oct 20, 2022
|
54 | $111.4M |
|
Q2 2022 13F
Filed Jul 21, 2022
|
54 | $122.3M |
|
Q1 2022 13F
Filed Apr 29, 2022
|
53 | $139.9M |
|
Q4 2021 13F
Filed Feb 2, 2022
|
47 | $144.0M |
Top 20 holdings · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | $27.7M | 15.85% |
| 2 | NVO NOVO-NORDISK A S | $11.0M | 6.33% |
| 3 | GOOGL ALPHABET INC | $10.0M | 5.75% |
| 4 | AAPL APPLE INC | $7.7M | 4.41% |
| 5 | ABBV ABBVIE INC | $7.3M | 4.21% |
| 6 | MSFT MICROSOFT CORP | $6.7M | 3.85% |
| 7 | AMZN AMAZON COM INC | $6.5M | 3.74% |
| 8 | META META PLATFORMS INC | $6.3M | 3.6% |
| 9 | UNH UNITEDHEALTH GROUP INC | $5.8M | 3.32% |
| 10 | NOW SERVICENOW INC | $5.7M | 3.28% |
| 11 | AMD ADVANCED MICRO DEVICES INC | $4.8M | 2.74% |
| 12 | FDX FEDEX CORP | $4.4M | 2.51% |
| 13 | CMI CUMMINS INC | $4.3M | 2.48% |
| 14 | GS GOLDMAN SACHS GROUP INC | $4.3M | 2.44% |
| 15 | CRWD CROWDSTRIKE HLDGS INC | $4.3M | 2.44% |
| 16 | CVX CHEVRON CORP NEW | $4.0M | 2.32% |
| 17 | V VISA INC | $3.4M | 1.97% |
| 18 | PANW PALO ALTO NETWORKS INC | $3.3M | 1.92% |
| 19 | VB VANGUARD INDEX FDS | $3.2M | 1.83% |
| 20 | QCOM QUALCOMM INC | $3.0M | 1.73% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.