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 42.87% of Lynch Asset Management's stock portfolio.
- Added to shares of these 10 stocks: DIS, GEHC, UNH, PFE, JNJ, NKE, AMD, PANW, SBUX, TSLA.
- Started 1 new stock position in GEHC.
- Reduced shares in these 10 stocks: NVDA, SPOT, CRWD, ROKU, ABBV, WBA, JAKK, TWLO, AAPL, PYPL.
- Sold out of its positions in JAKK, ROKU, TWLO, WBA.
- Lynch Asset Management was a net seller of stock by $-1.8M.
- Lynch Asset Management has $213M in assets under management (AUM), dropping by 21.83%.
- 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 March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 23.3 | $50M | 55k | 903.56 |
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| Novo-nordisk A S Adr (NVO) | 6.5 | $14M | 107k | 128.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $11M | 72k | 150.93 |
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| Meta Platforms Cl A (META) | 4.1 | $8.6M | 18k | 485.58 |
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| Abbvie (ABBV) | 3.9 | $8.3M | -3% | 46k | 182.10 |
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| Amazon (AMZN) | 3.6 | $7.7M | 43k | 180.38 |
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| Microsoft Corporation (MSFT) | 3.5 | $7.5M | 18k | 420.72 |
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| Apple (AAPL) | 3.1 | $6.7M | -2% | 39k | 171.48 |
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| Servicenow (NOW) | 2.9 | $6.2M | 8.1k | 762.40 |
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| Advanced Micro Devices (AMD) | 2.8 | $5.9M | 33k | 180.49 |
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| UnitedHealth (UNH) | 2.7 | $5.6M | +3% | 11k | 494.70 |
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| Cummins (CMI) | 2.5 | $5.3M | 18k | 294.65 |
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| FedEx Corporation (FDX) | 2.4 | $5.0M | 17k | 289.74 |
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| Crowdstrike Hldgs Cl A (CRWD) | 2.4 | $5.0M | -6% | 16k | 320.59 |
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| Goldman Sachs (GS) | 2.2 | $4.6M | 11k | 417.69 |
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| Walt Disney Company (DIS) | 2.1 | $4.5M | +12% | 37k | 122.36 |
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| Chevron Corporation (CVX) | 2.0 | $4.3M | 27k | 157.74 |
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| Visa Com Cl A (V) | 1.7 | $3.7M | 13k | 279.08 |
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| Qualcomm (QCOM) | 1.7 | $3.5M | 21k | 169.30 |
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| Cigna Corp (CI) | 1.6 | $3.5M | 9.6k | 363.19 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $3.4M | 15k | 228.59 |
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| Emerson Electric (EMR) | 1.6 | $3.4M | 30k | 113.42 |
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| Mastercard Incorporated Cl A (MA) | 1.6 | $3.3M | 6.9k | 481.57 |
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| Palo Alto Networks (PANW) | 1.6 | $3.3M | +2% | 12k | 284.13 |
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| Chipotle Mexican Grill (CMG) | 1.4 | $2.9M | 1.0k | 2906.77 |
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| International Business Machines (IBM) | 1.3 | $2.7M | -2% | 14k | 190.96 |
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| Nike CL B (NKE) | 1.2 | $2.5M | +4% | 27k | 93.98 |
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| Comcast Corp Cl A (CMCSA) | 1.1 | $2.3M | 52k | 43.35 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.0 | $2.1M | 4.0k | 522.88 |
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| AvalonBay Communities (AVB) | 0.9 | $1.9M | 11k | 185.56 |
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| Home Depot (HD) | 0.9 | $1.9M | 5.0k | 383.60 |
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| Costco Wholesale Corporation (COST) | 0.9 | $1.8M | 2.5k | 732.63 |
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| Tesla Motors (TSLA) | 0.8 | $1.7M | +3% | 9.7k | 175.79 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.5M | +12% | 9.3k | 158.19 |
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| Pfizer (PFE) | 0.6 | $1.2M | +16% | 45k | 27.75 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $1.2M | 20k | 60.30 |
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| Paypal Holdings (PYPL) | 0.5 | $1.0M | -11% | 16k | 66.99 |
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| Starbucks Corporation (SBUX) | 0.5 | $1.0M | +6% | 11k | 91.39 |
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| Spotify Technology S A SHS (SPOT) | 0.4 | $924k | -42% | 3.5k | 263.90 |
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| Etsy (ETSY) | 0.4 | $866k | +5% | 13k | 68.72 |
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| Merck & Co (MRK) | 0.4 | $746k | 5.7k | 131.95 |
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| Citigroup Com New (C) | 0.2 | $323k | 5.1k | 63.24 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $227k | NEW | 2.5k | 90.91 |
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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 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