Lynch Asset Management as of June 30, 2025
Portfolio Holdings for Lynch Asset Management
Lynch Asset Management holds 56 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 29.9 | $85M | 537k | 157.99 | |
| Meta Platforms Cl A (META) | 4.6 | $13M | 18k | 738.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $13M | 71k | 176.23 | |
| Microsoft Corporation (MSFT) | 3.5 | $10M | 20k | 497.41 | |
| Amazon (AMZN) | 3.3 | $9.2M | 42k | 219.39 | |
| Abbvie (ABBV) | 3.0 | $8.5M | 46k | 185.62 | |
| Servicenow (NOW) | 2.9 | $8.3M | 8.1k | 1028.08 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.8 | $8.1M | 16k | 509.31 | |
| Apple (AAPL) | 2.8 | $8.0M | 39k | 205.17 | |
| Goldman Sachs (GS) | 2.8 | $7.8M | 11k | 707.75 | |
| Novo-nordisk A S Adr (NVO) | 2.6 | $7.5M | 109k | 69.02 | |
| Cummins (CMI) | 2.1 | $6.0M | 19k | 327.50 | |
| Mastercard Incorporated Cl A (MA) | 1.9 | $5.3M | 9.4k | 561.94 | |
| Walt Disney Company (DIS) | 1.9 | $5.3M | 43k | 124.01 | |
| Advanced Micro Devices (AMD) | 1.8 | $5.2M | 36k | 141.90 | |
| Palo Alto Networks (PANW) | 1.7 | $4.9M | 24k | 204.64 | |
| Visa Com Cl A (V) | 1.7 | $4.7M | 13k | 355.05 | |
| Broadcom (AVGO) | 1.6 | $4.7M | 17k | 275.65 | |
| UnitedHealth (UNH) | 1.6 | $4.5M | 15k | 311.97 | |
| Vanguard Index Fds Small Cap Etf (VB) | 1.5 | $4.2M | 18k | 236.98 | |
| International Business Machines (IBM) | 1.4 | $4.1M | 14k | 294.78 | |
| FedEx Corporation (FDX) | 1.4 | $4.0M | 18k | 227.31 | |
| Emerson Electric (EMR) | 1.4 | $4.0M | 30k | 133.33 | |
| Eaton Corp SHS (ETN) | 1.4 | $3.9M | 11k | 356.99 | |
| Chevron Corporation (CVX) | 1.4 | $3.9M | 27k | 143.19 | |
| Tesla Motors (TSLA) | 1.3 | $3.7M | 12k | 317.66 | |
| Trane Technologies SHS (TT) | 1.2 | $3.5M | 8.0k | 437.41 | |
| Qualcomm (QCOM) | 1.2 | $3.3M | 21k | 159.26 | |
| Cigna Corp (CI) | 1.2 | $3.3M | 10k | 330.58 | |
| Home Depot (HD) | 1.2 | $3.3M | 9.0k | 366.64 | |
| Costco Wholesale Corporation (COST) | 1.2 | $3.3M | 3.3k | 989.94 | |
| Chipotle Mexican Grill (CMG) | 1.0 | $2.8M | 50k | 56.15 | |
| Spotify Technology S A SHS (SPOT) | 0.9 | $2.7M | 3.5k | 767.34 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.9 | $2.5M | 5.5k | 467.82 | |
| AvalonBay Communities (AVB) | 0.8 | $2.1M | 11k | 203.50 | |
| Nike CL B (NKE) | 0.6 | $1.8M | 26k | 71.04 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $1.7M | 25k | 69.09 | |
| Starbucks Corporation (SBUX) | 0.6 | $1.7M | 19k | 91.63 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.7M | 11k | 152.75 | |
| Pfizer (PFE) | 0.4 | $1.1M | 47k | 24.24 | |
| Merck & Co (MRK) | 0.3 | $712k | 9.0k | 79.16 | |
| Citigroup Com New (C) | 0.2 | $426k | 5.0k | 85.12 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $194k | 443.00 | 438.40 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $185k | 2.5k | 74.07 | |
| Jakks Pac Com New (JAKK) | 0.1 | $158k | 7.6k | 20.78 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $145k | 818.00 | 176.74 | |
| Wal-Mart Stores (WMT) | 0.0 | $78k | 800.00 | 97.78 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $55k | 97.00 | 568.03 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $44k | 2.0k | 22.10 | |
| Phillips 66 (PSX) | 0.0 | $42k | 350.00 | 119.30 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $38k | 350.00 | 107.80 | |
| Oge Energy Corp (OGE) | 0.0 | $36k | 800.00 | 44.38 | |
| Draftkings Com Cl A (DKNG) | 0.0 | $34k | 800.00 | 42.89 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $30k | 250.00 | 118.00 | |
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $12k | 1.2k | 10.23 | |
| Spdr Series Trust Prtflo S&p Hi (SPYD) | 0.0 | $11k | 250.00 | 42.44 |
