TTEN·K/calls
Pinned
  • The Brief
  • Congress
  • Screener
  • Markets
  • The Brief
  • Signal Confluence
  • The Flip Side
  • Markets
  • Calendar
  • Coverage
  • Screener
  • Discover
  • Smart Money
  • Congress
  • Insiders
  • IPOs
  • ETF Holdings
  • 13F Funds
  • Events
  • Filings
  • News
  • Trending
  • Groups
  • Data catalog
  • Research
  • Education
  • Options Plays
  • Options Calculator
  • Leaderboards
  • Compare
  • Portfolio
  • Strategies
  • Track
  • Pricing
  • API
  • Newsletter
  • Follow the calls
  • Feedback
  • Account
Go ProUpgrade →
TTEN·K/calls

SEC-grounded equity research — opinionated calls reasoned over real filings.

Telegram ↗X ↗Bluesky ↗Follow the calls →

Get the Brief in your inbox

A daily, SEC-grounded read on the market — movers, earnings, and our boldest calls. Free.

MethodologyDisclosuresTermsPrivacy

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. TENK/calls is an independent service and is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

← All congress trades
← Congress trades
SL

Stephen F. Lynch

U.S. House·MA·last disclosed 2024-08-07
Disclosed book · year-end value
$1.30M
midpoint est. · $816K–$1.79M — not market value
13 holdings · $464K equity · $840K non-equity
Our verdict on their book · $-weighted, equity only
Hold1.7%Sell3.4%Not covered94.8%
Disclosed trades
14
Buys · Sells
4 · 9
Median reporting lag
65d
avg 123d to disclose
Last disclosed
2024-08-07
Trade cadence · buys above, sells below · last 12 mo
Sep
Dec
Dec
Nov
May
Jun

What Stephen F. Lynch owns now

Year-end holdings from their latest annual disclosure · 13 holdings · as of 2024

3
3 Jason Terracenon-equity
$500K–$1.00M58%
VT
VTTVX
$250K–$500K29%
No call
B
Boston, MA, US Bank of Americanon-equity
$15.0K–$50.0K2%
PE
PEQIX
$15.0K–$50.0K2%
No call
PG
PGOFX
$15.0K–$50.0K2%
No call
M
Massachusetts State Employees Defined Retirement Contribution Plannon-equity
$15.0K–$50.0K2%
CS
CSCO
$1.00K–$15.0K1%
FV $96.00 · Jun '26Sell
D
Dell Technologies Inc. Class V (DVMT)non-equity
$1.00K–$15.0K1%
▸Show all 13 holdings
IN
INTC
$1.00K–$15.0K1%
FV $60.00 · Jun '26Sell
M
Morgan Stanley Institutional Fund Growth Portfolionon-equity
$1.00K–$15.0K1%
M
Morgan Stanley Money Market Fundnon-equity
$1.00K–$15.0K1%
NV
NVDA
$1.00K–$15.0K1%
Hold
2
200 Rockland Trustnon-equity
$1.00–$1.00K0%

Reported asset value, disclosed ranges · how we built this

What Stephen F. Lynch did

14 disclosed trades

2024-08-07—American Funds Euro-Pacific Mutual Fund▼ Sell
$15.0K–$50.0K
65d latetraded 2024-06-03PTR ↗
2024-08-07—Sale Transaction American Funds Income Fund of America▼ Sell
$15.0K–$50.0K
65d latetraded 2024-06-03PTR ↗
2024-08-07—Sale Transaction Federated Kaufman Small Cap A Mutual Fund▼ Sell
$1.00K–$15.0K
65d latetraded 2024-06-03PTR ↗
2024-08-07—Sale Transaction Fidelity Balanced Fund▼ Sell
$15.0K–$50.0K
65d latetraded 2024-06-03PTR ↗
2024-08-07—Sale Transaction Fidelity Contra Fund Mutual Fund▼ Sell
$100K–$250K
65d latetraded 2024-06-03PTR ↗
2024-08-07—Sale Transaction Fidelity Emerging Markets Mutual Fund▼ Sell
$1.00K–$15.0K
65d latetraded 2024-06-03PTR ↗
2024-08-07—Sale Transaction Vanguard Target Date 2025 Mutual Fund▲ Buy
$250K–$500K
65d latetraded 2024-06-03PTR ↗
2024-05-23NVDAHoldNVIDIA Corporation - Common Stock▲ Buy
$1.00K–$15.0K
1d lagtraded 2024-05-22PTR ↗
2024-05-09—Vmware, Inc. Common stock, Class A▼ Sell
$1.00K–$15.0K
164d latetraded 2023-11-27PTR ↗
2023-05-03—American Funds Income Fund of America Mutual Fund▲ Buy
$15.0K–$50.0K
489d latetraded 2021-12-30PTR ↗
2023-05-03—n was misplaced and just recently located. Fidelity Emerging Markets Mutual Fund▲ Buy
$1.00K–$15.0K
124d latetraded 2022-12-30PTR ↗
2023-05-03—was misplaced and just recently located. Invesco Development Markets Mutual Fund▼ Sell
$1.00K–$15.0K
124d latetraded 2022-12-30PTR ↗
2023-05-03—ecently located. Nationwide Investor Destination Moderate Aggressive Mutual Fund▼ Sell
$15.0K–$50.0K
124d latetraded 2022-12-30PTR ↗
2017-05-01EMCnS iD owner asset transaction type Date notification Date amount EMC CorporationExch
$1.00K–$15.0K
236d latetraded 2016-09-07PTR ↗
How we built this

Holdings come from Stephen F. Lynch's latest annual STOCK Act financial disclosure — the year-end value of each asset, reported in ranges.

Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days.

Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.

Source: U.S. House Clerk + U.S. Senate eFD (public records).

Intraday
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%
Intraday
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%