Lynch Asset Management
Latest statistics and disclosures from Lynch Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, NVO, GOOGL, META, ABBV, and represent 45.69% of Lynch Asset Management's stock portfolio.
- Added to shares of these 10 stocks: DIS, NKE, AMD, VXUS, VB, JNJ, GEHC, NVO, MRK, PFE.
- Started 1 new stock position in GEHC.
- Reduced shares in these 10 stocks: TSLA, CMCSA, PYPL, ETSY, COST, NOW, CI, AAPL, GOOGL, CVX.
- Lynch Asset Management was a net buyer of stock by $1.3M.
- Lynch Asset Management has $238M in assets under management (AUM), dropping by 1.49%.
- Central Index Key (CIK): 0001906719
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Portfolio Holdings for Lynch Asset Management
Lynch Asset Management holds 43 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 27.4 | $65M | 536k | 121.44 |
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| Novo-nordisk A S Adr (NVO) | 5.3 | $13M | 106k | 119.07 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $12M | 71k | 165.85 |
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| Meta Platforms Cl A (META) | 4.2 | $10M | 18k | 572.44 |
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| Abbvie (ABBV) | 3.8 | $9.1M | 46k | 197.48 |
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| Apple (AAPL) | 3.8 | $9.0M | 39k | 233.00 |
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| Amazon (AMZN) | 3.3 | $7.8M | 42k | 186.33 |
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| Microsoft Corporation (MSFT) | 3.2 | $7.7M | 18k | 430.30 |
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| Servicenow (NOW) | 3.0 | $7.2M | 8.0k | 894.39 |
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| UnitedHealth (UNH) | 2.8 | $6.7M | 11k | 584.68 |
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| Advanced Micro Devices (AMD) | 2.4 | $5.8M | +7% | 35k | 164.08 |
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| Cummins (CMI) | 2.4 | $5.7M | 18k | 323.79 |
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| Goldman Sachs (GS) | 2.3 | $5.5M | 11k | 495.11 |
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| FedEx Corporation (FDX) | 2.0 | $4.7M | 17k | 273.68 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.8 | $4.3M | 16k | 280.47 |
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| Walt Disney Company (DIS) | 1.7 | $4.1M | +15% | 43k | 96.19 |
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| Chevron Corporation (CVX) | 1.7 | $4.0M | 27k | 147.27 |
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| Palo Alto Networks (PANW) | 1.7 | $4.0M | 12k | 341.80 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $3.9M | +8% | 16k | 237.21 |
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| Visa Com Cl A (V) | 1.5 | $3.6M | 13k | 274.95 |
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| Qualcomm (QCOM) | 1.5 | $3.6M | 21k | 170.05 |
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| Mastercard Incorporated Cl A (MA) | 1.4 | $3.4M | 6.9k | 493.80 |
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| Nike CL B (NKE) | 1.4 | $3.4M | +15% | 39k | 88.40 |
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| Cigna Corp (CI) | 1.4 | $3.3M | 9.7k | 346.44 |
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| Emerson Electric (EMR) | 1.4 | $3.3M | 30k | 109.37 |
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| International Business Machines (IBM) | 1.3 | $3.1M | 14k | 221.08 |
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| Chipotle Mexican Grill (CMG) | 1.2 | $2.9M | 50k | 57.62 |
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| AvalonBay Communities (AVB) | 1.0 | $2.4M | 11k | 225.25 |
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| Costco Wholesale Corporation (COST) | 0.9 | $2.1M | -4% | 2.4k | 886.52 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.9 | $2.1M | 5.5k | 389.12 |
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| Home Depot (HD) | 0.9 | $2.0M | 5.0k | 405.20 |
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| Starbucks Corporation (SBUX) | 0.7 | $1.8M | 18k | 97.49 |
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| Tesla Motors (TSLA) | 0.7 | $1.8M | -30% | 6.7k | 261.63 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.7M | +16% | 11k | 162.06 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $1.6M | +25% | 25k | 64.74 |
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| Comcast Corp Cl A (CMCSA) | 0.6 | $1.3M | -15% | 32k | 41.77 |
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| Pfizer (PFE) | 0.5 | $1.3M | 45k | 28.94 |
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| Spotify Technology S A SHS (SPOT) | 0.5 | $1.3M | 3.5k | 368.53 |
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| Paypal Holdings (PYPL) | 0.4 | $1.0M | -13% | 13k | 78.03 |
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| Merck & Co (MRK) | 0.3 | $772k | +20% | 6.8k | 113.56 |
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| Etsy (ETSY) | 0.2 | $383k | -24% | 6.9k | 55.53 |
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| Citigroup Com New (C) | 0.1 | $313k | 5.0k | 62.60 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $235k | NEW | 2.5k | 93.85 |
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Past Filings by Lynch Asset Management
SEC 13F filings are viewable for Lynch Asset Management going back to 2021
- Lynch Asset Management 2024 Q3 filed Oct. 24, 2024
- Lynch Asset Management 2024 Q2 filed July 22, 2024
- Lynch Asset Management 2024 Q1 filed April 30, 2024
- Lynch Asset Management 2023 Q4 filed Jan. 26, 2024
- Lynch Asset Management 2023 Q3 filed Oct. 25, 2023
- Lynch Asset Management 2023 Q2 filed July 17, 2023
- Lynch Asset Management 2023 Q1 filed April 20, 2023
- Lynch Asset Management 2022 Q4 filed Jan. 20, 2023
- Lynch Asset Management 2022 Q3 filed Oct. 20, 2022
- Lynch Asset Management 2022 Q2 filed July 21, 2022
- Lynch Asset Management 2022 Q1 filed April 29, 2022
- Lynch Asset Management 2021 Q4 filed Feb. 2, 2022