Lynch Asset Management as of June 30, 2024
Portfolio Holdings for Lynch Asset Management
Lynch Asset Management holds 42 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 28.3 | $66M | 536k | 123.54 | |
| Novo-nordisk A S Adr (NVO) | 6.4 | $15M | 105k | 142.74 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $13M | 71k | 182.15 | |
| Meta Platforms Cl A (META) | 3.8 | $8.9M | 18k | 504.22 | |
| Apple (AAPL) | 3.5 | $8.2M | 39k | 210.62 | |
| Amazon (AMZN) | 3.5 | $8.1M | 42k | 193.25 | |
| Microsoft Corporation (MSFT) | 3.4 | $8.0M | 18k | 446.95 | |
| Abbvie (ABBV) | 3.4 | $7.9M | 46k | 171.52 | |
| Servicenow (NOW) | 2.7 | $6.4M | 8.1k | 786.67 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.5 | $5.9M | 16k | 383.19 | |
| UnitedHealth (UNH) | 2.5 | $5.8M | 11k | 509.26 | |
| Advanced Micro Devices (AMD) | 2.3 | $5.3M | 33k | 162.21 | |
| FedEx Corporation (FDX) | 2.2 | $5.2M | 17k | 299.84 | |
| Goldman Sachs (GS) | 2.1 | $5.0M | 11k | 452.32 | |
| Cummins (CMI) | 2.1 | $4.9M | 18k | 276.93 | |
| Chevron Corporation (CVX) | 1.8 | $4.2M | 27k | 156.42 | |
| Qualcomm (QCOM) | 1.8 | $4.2M | 21k | 199.18 | |
| Palo Alto Networks (PANW) | 1.7 | $3.9M | 12k | 339.01 | |
| Walt Disney Company (DIS) | 1.6 | $3.7M | 37k | 99.29 | |
| Visa Com Cl A (V) | 1.5 | $3.5M | 13k | 262.47 | |
| Emerson Electric (EMR) | 1.4 | $3.3M | 30k | 110.16 | |
| Vanguard Index Fds Small Cp Etf (VB) | 1.4 | $3.3M | 15k | 218.04 | |
| Cigna Corp (CI) | 1.4 | $3.2M | 9.8k | 330.57 | |
| Chipotle Mexican Grill (CMG) | 1.3 | $3.1M | 50k | 62.65 | |
| Mastercard Incorporated Cl A (MA) | 1.3 | $3.1M | 6.9k | 441.16 | |
| Nike CL B (NKE) | 1.1 | $2.5M | 33k | 75.37 | |
| International Business Machines (IBM) | 1.0 | $2.4M | 14k | 172.95 | |
| AvalonBay Communities (AVB) | 0.9 | $2.2M | 11k | 206.89 | |
| Costco Wholesale Corporation (COST) | 0.9 | $2.1M | 2.5k | 849.99 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.9 | $2.1M | 5.5k | 385.87 | |
| Tesla Motors (TSLA) | 0.8 | $1.9M | 9.7k | 197.88 | |
| Home Depot (HD) | 0.7 | $1.7M | 5.0k | 344.24 | |
| Comcast Corp Cl A (CMCSA) | 0.6 | $1.5M | 38k | 39.16 | |
| Starbucks Corporation (SBUX) | 0.6 | $1.4M | 18k | 77.85 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.4M | 9.3k | 146.16 | |
| Pfizer (PFE) | 0.5 | $1.2M | 45k | 27.98 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $1.2M | 20k | 60.30 | |
| Spotify Technology S A SHS (SPOT) | 0.5 | $1.1M | 3.5k | 313.79 | |
| Paypal Holdings (PYPL) | 0.4 | $876k | 15k | 58.03 | |
| Merck & Co (MRK) | 0.3 | $700k | 5.7k | 123.80 | |
| Etsy (ETSY) | 0.2 | $537k | 9.1k | 58.98 | |
| Citigroup Com New (C) | 0.1 | $324k | 5.1k | 63.46 |
