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Lynch Asset Management, Inc. Top Holdings and 13F Report (2024)

About Lynch Asset Management, Inc.

Investment Activity

  • Lynch Asset Management, Inc. has $212.58 million in total holdings as of March 31, 2024.
  • Lynch Asset Management, Inc. owns shares of 43 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 0.79% of the portfolio was purchased this quarter.
  • About 1.66% of the portfolio was sold this quarter.
  • This quarter, Lynch Asset Management, Inc. has purchased 46 new stocks and bought additional shares in 10 stocks.
  • Lynch Asset Management, Inc. sold shares of 7 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

NVIDIA
$49,605,444
Novo Nordisk A/S
$13,713,120
Alphabet
$10,844,321
Meta Platforms
$8,619,045
AbbVie
$8,349,285

Largest New Holdings this Quarter

Largest Purchases this Quarter

Walt Disney
3,950 shares (about $483.32K)
GE HealthCare Technologies
2,500 shares (about $227.28K)
UnitedHealth Group
400 shares (about $197.88K)
Pfizer
6,200 shares (about $172.05K)
Johnson & Johnson
1,000 shares (about $158.19K)

Largest Sales this Quarter

NVIDIA
950 shares (about $858.38K)
Spotify Technology
2,600 shares (about $686.14K)
CrowdStrike
1,025 shares (about $328.60K)
AbbVie
1,500 shares (about $273.15K)
Apple
1,000 shares (about $171.48K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLynch Asset Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Co. stock logo
NVDA
NVIDIA
$49,605,444$858,382 -1.7%54,90023.3%Computer and Technology
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$13,713,1200.0%106,8006.5%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$10,844,3210.0%71,8505.1%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,619,0450.0%17,7504.1%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$8,349,285$273,150 -3.2%45,8503.9%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,738,3020.0%42,9003.6%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$7,509,8520.0%17,8503.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$6,682,576$171,480 -2.5%38,9703.1%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$6,175,4400.0%8,1002.9%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$5,938,121$90,245 1.5%32,9002.8%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$5,639,580$197,880 3.6%11,4002.7%Medical
Cummins Inc. stock logo
CMI
Cummins
$5,318,4330.0%18,0502.5%Auto/Tires/Trucks
FedEx Co. stock logo
FDX
FedEx
$5,012,5020.0%17,3002.4%Transportation
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$5,009,220$328,605 -6.2%15,6252.4%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4,615,4750.0%11,0502.2%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$4,481,435$483,322 12.1%36,6252.1%Consumer Discretionary
Chevron Co. stock logo
CVX
Chevron
$4,282,6410.0%27,1502.0%Oils/Energy
Visa Inc. stock logo
V
Visa
$3,683,8560.0%13,2001.7%Business Services
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$3,538,3700.0%20,9001.7%Computer and Technology
The Cigna Group stock logo
CI
The Cigna Group
$3,486,6250.0%9,6001.6%Medical
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,428,8500.0%15,0001.6%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$3,402,6000.0%30,0001.6%Industrial Products
Mastercard Incorporated stock logo
MA
Mastercard
$3,334,8740.0%6,9251.6%Business Services
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$3,295,909$75,294 2.3%11,6001.6%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$2,906,7700.0%1,0001.4%Retail/Wholesale
International Business Machines Co. stock logo
IBM
International Business Machines
$2,682,988$57,288 -2.1%14,0501.3%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$2,523,363$112,776 4.7%26,8501.2%Consumer Discretionary
Comcast Co. stock logo
CMCSA
Comcast
$2,258,5350.0%52,1001.1%Consumer Discretionary
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$2,065,3760.0%3,9501.0%Retail/Wholesale
AvalonBay Communities, Inc. stock logo
AVB
AvalonBay Communities
$1,948,3800.0%10,5000.9%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$1,918,0000.0%5,0000.9%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,831,5750.0%2,5000.9%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$1,705,163$61,527 3.7%9,7000.8%Auto/Tires/Trucks
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,463,258$158,190 12.1%9,2500.7%Medical
Pfizer Inc. stock logo
PFE
Pfizer
$1,234,875$172,050 16.2%44,5000.6%Medical
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,206,0000.0%20,0000.6%ETF
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$1,038,345$133,980 -11.4%15,5000.5%Computer and Technology
Starbucks Co. stock logo
SBUX
Starbucks
$1,005,290$63,973 6.8%11,0000.5%Retail/Wholesale
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$923,650$686,140 -42.6%3,5000.4%Business Services
Etsy, Inc. stock logo
ETSY
Etsy
$865,872$41,232 5.0%12,6000.4%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$745,5180.0%5,6500.4%Medical
Citigroup Inc. stock logo
C
Citigroup
$322,5240.0%5,1000.2%Finance
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$227,275$227,275 New Holding2,5000.1%Medical
Roku, Inc. stock logo
ROKU
Roku
$0$284,146 -100.0%00.0%Consumer Discretionary
Walgreens Boots Alliance, Inc. stock logo
WBA
Walgreens Boots Alliance
$0$261,100 -100.0%00.0%Retail/Wholesale
JAKKS Pacific, Inc. stock logo
JAKK
JAKKS Pacific
$0$257,738 -100.0%00.0%Consumer Discretionary
Twilio Inc. stock logo
TWLO
Twilio
$0$212,436 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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