Lynch Asset Management as of June 30, 2022
Portfolio Holdings for Lynch Asset Management
Lynch Asset Management holds 54 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.5 | $9.2M | 61k | 151.61 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.5 | $7.9M | 3.6k | 2179.64 | |
| Abbvie (ABBV) | 6.4 | $7.8M | 51k | 153.14 | |
| UnitedHealth (UNH) | 5.0 | $6.2M | 12k | 513.67 | |
| Nike CL B (NKE) | 5.0 | $6.1M | 60k | 102.20 | |
| Novo-nordisk A S Adr (NVO) | 4.9 | $5.9M | 53k | 111.42 | |
| Apple (AAPL) | 4.8 | $5.9M | 43k | 136.71 | |
| Cigna Corp (CI) | 4.4 | $5.4M | 21k | 263.50 | |
| Amazon (AMZN) | 3.8 | $4.6M | 43k | 106.19 | |
| Chevron Corporation (CVX) | 3.4 | $4.1M | 29k | 144.78 | |
| FedEx Corporation (FDX) | 3.2 | $4.0M | 18k | 226.74 | |
| Goldman Sachs (GS) | 2.9 | $3.5M | 12k | 297.05 | |
| Cummins (CMI) | 2.9 | $3.5M | 18k | 193.57 | |
| Microsoft Corporation (MSFT) | 2.7 | $3.3M | 13k | 256.83 | |
| Qualcomm (QCOM) | 2.4 | $2.9M | 23k | 127.78 | |
| Mastercard Incorporated Cl A (MA) | 2.2 | $2.7M | 8.7k | 315.36 | |
| Visa Com Cl A (V) | 2.1 | $2.6M | 13k | 196.97 | |
| Servicenow (NOW) | 2.1 | $2.5M | 5.3k | 475.31 | |
| Meta Platforms Cl A (META) | 2.0 | $2.4M | 15k | 161.14 | |
| Emerson Electric (EMR) | 2.0 | $2.4M | 30k | 79.57 | |
| AvalonBay Communities (AVB) | 1.9 | $2.3M | 12k | 194.25 | |
| Comcast Corp Cl A (CMCSA) | 1.8 | $2.2M | 57k | 39.25 | |
| International Business Machines (IBM) | 1.8 | $2.2M | 15k | 141.11 | |
| Walt Disney Company (DIS) | 1.7 | $2.1M | 22k | 94.37 | |
| Johnson & Johnson (JNJ) | 1.4 | $1.7M | 9.5k | 177.58 | |
| Citigroup Com New (C) | 1.1 | $1.4M | 30k | 46.01 | |
| Boston Properties (BXP) | 0.9 | $1.1M | 12k | 88.95 | |
| Home Depot (HD) | 0.9 | $1.1M | 4.0k | 274.25 | |
| Chipotle Mexican Grill (CMG) | 0.9 | $1.0M | 800.00 | 1307.50 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $969k | 5.8k | 168.52 | |
| Starbucks Corporation (SBUX) | 0.8 | $959k | 13k | 76.41 | |
| Palo Alto Networks (PANW) | 0.8 | $926k | 1.9k | 493.87 | |
| Dex (DXCM) | 0.7 | $895k | 12k | 74.58 | |
| Fiserv (FI) | 0.7 | $888k | 10k | 88.80 | |
| salesforce (CRM) | 0.7 | $825k | 5.0k | 165.00 | |
| Pfizer (PFE) | 0.6 | $786k | 15k | 52.40 | |
| Tesla Motors (TSLA) | 0.6 | $673k | 1.0k | 673.00 | |
| Merck & Co (MRK) | 0.5 | $653k | 7.2k | 91.33 | |
| Advanced Micro Devices (AMD) | 0.5 | $572k | 7.5k | 76.27 | |
| Walgreen Boots Alliance (WBA) | 0.5 | $570k | 15k | 38.00 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.5 | $559k | 1.5k | 385.52 | |
| Twilio Cl A (TWLO) | 0.4 | $526k | 6.3k | 83.82 | |
| Etsy (ETSY) | 0.4 | $513k | 7.0k | 73.29 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $456k | 4.0k | 114.00 | |
| Paypal Holdings (PYPL) | 0.4 | $450k | 6.5k | 69.77 | |
| Lucid Group (LCID) | 0.4 | $429k | 25k | 17.16 | |
| Doordash Cl A (DASH) | 0.3 | $387k | 6.1k | 63.97 | |
| Spotify Technology S A SHS (SPOT) | 0.3 | $385k | 4.1k | 93.90 | |
| Kraft Heinz (KHC) | 0.3 | $382k | 10k | 38.20 | |
| Roku Com Cl A (ROKU) | 0.3 | $337k | 4.1k | 82.20 | |
| Spirit Airlines (SAVE) | 0.3 | $310k | 13k | 23.85 | |
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $264k | 4.0k | 66.00 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $216k | 7.5k | 28.80 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $134k | 10k | 13.40 |
