Lynch Asset Management as of Dec. 31, 2023
Portfolio Holdings for Lynch Asset Management
Lynch Asset Management holds 46 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 15.9 | $28M | 56k | 495.22 | |
| Novo-nordisk A S Adr (NVO) | 6.3 | $11M | 107k | 103.45 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $10M | 72k | 139.69 | |
| Apple (AAPL) | 4.4 | $7.7M | 40k | 192.53 | |
| Abbvie (ABBV) | 4.2 | $7.3M | 47k | 154.97 | |
| Microsoft Corporation (MSFT) | 3.8 | $6.7M | 18k | 376.04 | |
| Amazon (AMZN) | 3.7 | $6.5M | 43k | 151.94 | |
| Meta Platforms Cl A (META) | 3.6 | $6.3M | 18k | 353.96 | |
| UnitedHealth (UNH) | 3.3 | $5.8M | 11k | 526.47 | |
| Servicenow (NOW) | 3.3 | $5.7M | 8.1k | 706.49 | |
| Advanced Micro Devices (AMD) | 2.7 | $4.8M | 32k | 147.41 | |
| FedEx Corporation (FDX) | 2.5 | $4.4M | 17k | 252.97 | |
| Cummins (CMI) | 2.5 | $4.3M | 18k | 239.57 | |
| Goldman Sachs (GS) | 2.4 | $4.3M | 11k | 385.77 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.4 | $4.3M | 17k | 255.32 | |
| Chevron Corporation (CVX) | 2.3 | $4.0M | 27k | 149.16 | |
| Visa Com Cl A (V) | 2.0 | $3.4M | 13k | 260.35 | |
| Palo Alto Networks (PANW) | 1.9 | $3.3M | 11k | 294.88 | |
| Vanguard Index Fds Small Cp Etf (VB) | 1.8 | $3.2M | 15k | 213.33 | |
| Qualcomm (QCOM) | 1.7 | $3.0M | 21k | 144.63 | |
| Mastercard Incorporated Cl A (MA) | 1.7 | $3.0M | 6.9k | 426.51 | |
| Walt Disney Company (DIS) | 1.7 | $3.0M | 33k | 90.29 | |
| Emerson Electric (EMR) | 1.7 | $2.9M | 30k | 97.33 | |
| Cigna Corp (CI) | 1.6 | $2.9M | 9.6k | 299.45 | |
| Nike CL B (NKE) | 1.6 | $2.8M | 26k | 108.57 | |
| International Business Machines (IBM) | 1.3 | $2.3M | 14k | 163.55 | |
| Tesla Motors (TSLA) | 1.3 | $2.3M | 9.4k | 248.48 | |
| Chipotle Mexican Grill (CMG) | 1.3 | $2.3M | 1.0k | 2286.96 | |
| Comcast Corp Cl A (CMCSA) | 1.3 | $2.3M | 52k | 43.85 | |
| AvalonBay Communities (AVB) | 1.1 | $2.0M | 11k | 187.22 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.1 | $1.9M | 4.0k | 489.99 | |
| Home Depot (HD) | 1.0 | $1.7M | 5.0k | 346.55 | |
| Costco Wholesale Corporation (COST) | 0.9 | $1.7M | 2.5k | 660.08 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.3M | 8.3k | 156.74 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $1.2M | 20k | 57.96 | |
| Spotify Technology S A SHS (SPOT) | 0.7 | $1.1M | 6.1k | 187.91 | |
| Pfizer (PFE) | 0.6 | $1.1M | 38k | 28.79 | |
| Paypal Holdings (PYPL) | 0.6 | $1.1M | 18k | 61.41 | |
| Starbucks Corporation (SBUX) | 0.6 | $989k | 10k | 96.01 | |
| Etsy (ETSY) | 0.6 | $973k | 12k | 81.05 | |
| Merck & Co (MRK) | 0.4 | $616k | 5.7k | 109.02 | |
| Roku Com Cl A (ROKU) | 0.2 | $284k | 3.1k | 91.66 | |
| Citigroup Com New (C) | 0.2 | $262k | 5.1k | 51.44 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $261k | 10k | 26.11 | |
| Jakks Pac Com New (JAKK) | 0.1 | $258k | 7.3k | 35.55 | |
| Twilio Cl A (TWLO) | 0.1 | $212k | 2.8k | 75.87 |
