Lynch Asset Management

Latest statistics and disclosures from Lynch Asset Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NVDA, ABBV, NVO, UNH, GOOGL, and represent 31.40% of Lynch Asset Management's stock portfolio.
  • Added to shares of these 8 stocks: AMD, CRWD, NOW, PANW, TSLA, HD, CMG, MSFT.
  • Reduced shares in these 10 stocks: NKE, CI, MA, BXP, WBA, NVDA, V, BABA, FISV, SBUX.
  • Sold out of its positions in BABA, RIVN, ROKU, WBA, WBD.
  • Lynch Asset Management was a net seller of stock by $-5.6M.
  • Lynch Asset Management has $116M in assets under management (AUM), dropping by 4.25%.
  • Central Index Key (CIK): 0001906719

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Portfolio Holdings for Lynch Asset Management

Lynch Asset Management holds 49 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 7.2 $8.4M -5% 58k 146.14
Abbvie (ABBV) 7.1 $8.2M 51k 161.61
Novo-nordisk A S Adr (NVO) 6.2 $7.2M 53k 135.34
UnitedHealth (UNH) 5.5 $6.4M 12k 530.18
Alphabet Cap Stk Cl A (GOOGL) 5.4 $6.3M -2% 71k 88.23
Apple (AAPL) 4.7 $5.5M 42k 129.93
Chevron Corporation (CVX) 4.2 $4.9M 27k 179.49
Cummins (CMI) 3.8 $4.4M 18k 242.29
Cigna Corp (CI) 3.5 $4.1M -15% 12k 331.34
Goldman Sachs (GS) 3.5 $4.1M 12k 343.38
Amazon (AMZN) 3.1 $3.6M 43k 84.00
Microsoft Corporation (MSFT) 3.0 $3.5M +3% 15k 239.82
Servicenow (NOW) 2.6 $3.0M +30% 7.8k 388.27
FedEx Corporation (FDX) 2.5 $2.9M -2% 17k 173.20

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Emerson Electric (EMR) 2.5 $2.9M 30k 96.06
Nike CL B (NKE) 2.4 $2.8M -61% 24k 117.01
Mastercard Incorporated Cl A (MA) 2.1 $2.4M -19% 7.0k 347.73
Visa Com Cl A (V) 2.0 $2.3M -15% 11k 207.76
Qualcomm (QCOM) 1.9 $2.3M -10% 21k 109.94
Meta Platforms Cl A (META) 1.8 $2.1M -3% 18k 120.34
Advanced Micro Devices (AMD) 1.8 $2.0M +132% 32k 64.77
Comcast Corp Cl A (CMCSA) 1.7 $2.0M 57k 34.97
AvalonBay Communities (AVB) 1.7 $1.9M 12k 161.52
International Business Machines (IBM) 1.6 $1.9M -11% 14k 140.89
Walt Disney Company (DIS) 1.5 $1.8M -6% 20k 86.88
Johnson & Johnson (JNJ) 1.4 $1.7M 9.5k 176.65
Crowdstrike Hldgs Cl A (CRWD) 1.4 $1.7M +173% 16k 105.29
Home Depot (HD) 1.4 $1.6M +25% 5.0k 315.86
Palo Alto Networks (PANW) 1.3 $1.6M +81% 11k 139.54
Chipotle Mexican Grill (CMG) 1.2 $1.4M +25% 1.0k 1387.49
Citigroup Com New (C) 1.2 $1.3M 30k 45.23
Dex (DXCM) 1.1 $1.3M -2% 12k 113.24
Tesla Motors (TSLA) 0.8 $985k +166% 8.0k 123.18
Starbucks Corporation (SBUX) 0.8 $972k -22% 9.8k 99.20
salesforce (CRM) 0.8 $895k -15% 6.8k 132.59
Etsy (ETSY) 0.7 $839k 7.0k 119.78
Merck & Co (MRK) 0.7 $793k 7.2k 110.95
Pfizer (PFE) 0.7 $769k 15k 51.24
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.6 $680k 1.5k 469.07
Paypal Holdings (PYPL) 0.4 $459k 6.5k 71.22
Boston Properties (BXP) 0.3 $341k -59% 5.1k 67.58
Spotify Technology S A SHS (SPOT) 0.3 $324k 4.1k 78.95
Doordash Cl A (DASH) 0.3 $295k 6.1k 48.82
Astrazeneca Sponsored Adr (AZN) 0.2 $271k 4.0k 67.80
Spirit Airlines (SAVE) 0.2 $253k 13k 19.48
Delta Air Lines Inc Del Com New (DAL) 0.2 $247k 7.5k 32.86
Twilio Cl A (TWLO) 0.2 $234k -23% 4.8k 48.96
Fiserv (FISV) 0.2 $227k -55% 2.3k 101.07
Lucid Group (LCID) 0.1 $171k 25k 6.83

Past Filings by Lynch Asset Management

SEC 13F filings are viewable for Lynch Asset Management going back to 2021