Lynch Asset Management as of Sept. 30, 2023
Portfolio Holdings for Lynch Asset Management
Lynch Asset Management holds 46 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 16.0 | $24M | 56k | 434.99 | |
| Novo-nordisk A S Adr (NVO) | 6.4 | $9.7M | 107k | 90.94 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.2 | $9.4M | 72k | 130.86 | |
| Abbvie (ABBV) | 4.7 | $7.1M | 48k | 149.06 | |
| Apple (AAPL) | 4.7 | $7.1M | 42k | 171.21 | |
| Microsoft Corporation (MSFT) | 3.7 | $5.6M | 18k | 315.75 | |
| UnitedHealth (UNH) | 3.6 | $5.5M | 11k | 504.19 | |
| Amazon (AMZN) | 3.6 | $5.5M | 43k | 127.12 | |
| Meta Platforms Cl A (META) | 3.5 | $5.3M | 18k | 300.21 | |
| FedEx Corporation (FDX) | 3.0 | $4.6M | 17k | 264.92 | |
| Chevron Corporation (CVX) | 3.0 | $4.6M | 27k | 168.62 | |
| Servicenow (NOW) | 3.0 | $4.5M | 8.1k | 558.96 | |
| Cummins (CMI) | 2.7 | $4.1M | 18k | 228.46 | |
| Goldman Sachs (GS) | 2.4 | $3.6M | 11k | 323.57 | |
| Advanced Micro Devices (AMD) | 2.2 | $3.3M | 32k | 102.82 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.1 | $3.2M | 19k | 167.38 | |
| Emerson Electric (EMR) | 1.9 | $2.9M | 30k | 96.57 | |
| Mastercard Incorporated Cl A (MA) | 1.8 | $2.8M | 7.0k | 395.91 | |
| Cigna Corp (CI) | 1.8 | $2.7M | 9.6k | 286.07 | |
| Palo Alto Networks (PANW) | 1.8 | $2.7M | 12k | 234.44 | |
| Visa Com Cl A (V) | 1.7 | $2.6M | 11k | 230.01 | |
| Nike CL B (NKE) | 1.6 | $2.5M | 26k | 95.62 | |
| Qualcomm (QCOM) | 1.5 | $2.4M | 21k | 111.06 | |
| Tesla Motors (TSLA) | 1.5 | $2.3M | 9.4k | 250.22 | |
| Walt Disney Company (DIS) | 1.5 | $2.3M | 29k | 81.05 | |
| Comcast Corp Cl A (CMCSA) | 1.5 | $2.3M | 52k | 44.34 | |
| International Business Machines (IBM) | 1.3 | $2.0M | 14k | 140.30 | |
| Vanguard Index Fds Small Cp Etf (VB) | 1.2 | $1.9M | 10k | 189.07 | |
| Chipotle Mexican Grill (CMG) | 1.2 | $1.8M | 1.0k | 1831.83 | |
| AvalonBay Communities (AVB) | 1.2 | $1.8M | 11k | 171.74 | |
| Home Depot (HD) | 1.0 | $1.5M | 5.0k | 302.16 | |
| Johnson & Johnson (JNJ) | 0.8 | $1.3M | 8.1k | 155.75 | |
| Citigroup Com New (C) | 0.7 | $1.1M | 27k | 41.13 | |
| Spotify Technology S A SHS (SPOT) | 0.6 | $943k | 6.1k | 154.64 | |
| Starbucks Corporation (SBUX) | 0.6 | $913k | 10k | 91.27 | |
| Costco Wholesale Corporation (COST) | 0.6 | $847k | 1.5k | 564.96 | |
| Paypal Holdings (PYPL) | 0.4 | $669k | 12k | 58.46 | |
| Pfizer (PFE) | 0.4 | $663k | 20k | 33.17 | |
| Dex (DXCM) | 0.4 | $588k | 6.3k | 93.30 | |
| Merck & Co (MRK) | 0.4 | $582k | 5.7k | 102.95 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $579k | 1.5k | 399.45 | |
| Doordash Cl A (DASH) | 0.3 | $481k | 6.1k | 79.47 | |
| Etsy (ETSY) | 0.3 | $439k | 6.8k | 64.58 | |
| Roku Com Cl A (ROKU) | 0.3 | $431k | 6.1k | 70.59 | |
| Twilio Cl A (TWLO) | 0.2 | $367k | 6.3k | 58.53 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $268k | 5.0k | 53.52 |
