Lynch Asset Management as of June 30, 2023
Portfolio Holdings for Lynch Asset Management
Lynch Asset Management holds 47 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 15.3 | $24M | 56k | 423.02 | |
| Novo-nordisk A S Adr (NVO) | 5.6 | $8.6M | 53k | 161.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $8.6M | 72k | 119.70 | |
| Apple (AAPL) | 5.2 | $8.0M | 42k | 193.97 | |
| Abbvie (ABBV) | 4.4 | $6.8M | 50k | 134.73 | |
| Microsoft Corporation (MSFT) | 3.9 | $6.0M | 18k | 340.54 | |
| UnitedHealth (UNH) | 3.9 | $6.0M | 13k | 480.64 | |
| Amazon (AMZN) | 3.6 | $5.6M | 43k | 130.36 | |
| Meta Platforms Cl A (META) | 3.4 | $5.2M | 18k | 286.98 | |
| Servicenow (NOW) | 2.9 | $4.6M | 8.2k | 561.97 | |
| Cummins (CMI) | 2.8 | $4.4M | 18k | 245.16 | |
| FedEx Corporation (FDX) | 2.8 | $4.3M | 18k | 247.90 | |
| Chevron Corporation (CVX) | 2.7 | $4.3M | 27k | 157.35 | |
| Goldman Sachs (GS) | 2.5 | $3.8M | 12k | 322.54 | |
| Advanced Micro Devices (AMD) | 2.3 | $3.6M | 32k | 113.91 | |
| Cigna Corp (CI) | 2.1 | $3.3M | 12k | 280.60 | |
| Palo Alto Networks (PANW) | 1.9 | $3.0M | 12k | 255.51 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.8 | $2.8M | 19k | 146.87 | |
| Nike CL B (NKE) | 1.8 | $2.7M | 25k | 110.37 | |
| Mastercard Incorporated Cl A (MA) | 1.8 | $2.7M | 7.0k | 393.30 | |
| Emerson Electric (EMR) | 1.7 | $2.7M | 30k | 90.39 | |
| Visa Com Cl A (V) | 1.7 | $2.7M | 11k | 237.48 | |
| Qualcomm (QCOM) | 1.6 | $2.5M | 21k | 119.04 | |
| Tesla Motors (TSLA) | 1.6 | $2.4M | 9.4k | 261.77 | |
| Walt Disney Company (DIS) | 1.5 | $2.4M | 27k | 89.28 | |
| International Business Machines (IBM) | 1.4 | $2.2M | 17k | 133.81 | |
| Comcast Corp Cl A (CMCSA) | 1.4 | $2.2M | 52k | 41.55 | |
| Chipotle Mexican Grill (CMG) | 1.4 | $2.1M | 1.0k | 2139.00 | |
| Vanguard Index Fds Small Cp Etf (VB) | 1.3 | $2.0M | 10k | 198.89 | |
| AvalonBay Communities (AVB) | 1.3 | $2.0M | 11k | 189.27 | |
| Johnson & Johnson (JNJ) | 1.3 | $2.0M | 12k | 165.52 | |
| Home Depot (HD) | 1.0 | $1.6M | 5.0k | 310.64 | |
| Citigroup Com New (C) | 0.8 | $1.2M | 27k | 46.04 | |
| Starbucks Corporation (SBUX) | 0.7 | $1.1M | 11k | 99.06 | |
| Spotify Technology S A SHS (SPOT) | 0.6 | $979k | 6.1k | 160.55 | |
| Dex (DXCM) | 0.6 | $951k | 7.4k | 128.51 | |
| Costco Wholesale Corporation (COST) | 0.5 | $808k | 1.5k | 538.38 | |
| Merck & Co (MRK) | 0.5 | $767k | 6.7k | 115.39 | |
| Paypal Holdings (PYPL) | 0.5 | $764k | 12k | 66.73 | |
| Pfizer (PFE) | 0.5 | $734k | 20k | 36.68 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $682k | 1.5k | 470.60 | |
| Etsy (ETSY) | 0.4 | $592k | 7.0k | 84.61 | |
| Doordash Cl A (DASH) | 0.3 | $462k | 6.1k | 76.42 | |
| Twilio Cl A (TWLO) | 0.3 | $399k | 6.3k | 63.62 | |
| Roku Com Cl A (ROKU) | 0.3 | $390k | 6.1k | 63.96 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $280k | 5.0k | 56.08 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $228k | 8.0k | 28.49 |
