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CIK: 0001906719
Total reported value
$365.7M
$365.7M
43 檔
29.7%
As reported in its official Q3 2024 Form 13F filing, Lynch Asset Management, Inc.'s tracked investment portfolio stood at $365.7M with 43 total positions.
During Q3 2024, Lynch Asset Management, Inc. performed routine portfolio adjustments (1 new buys, 9 additions, 11 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 27.38% | -2.04% | — | |
| 2 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 5.32% | +0.09% | +1.43% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.94% | +0.09% | -0.14% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.25% | -0.67% | — | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 3.81% | -0.19% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.80% | -0.24% | -0.32% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.28% | -0.20% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.23% | -0.57% | — | |
| 9 | NOW | Servicenow Inc | Stock-Tech | 3.01% | -0.33% | -0.93% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.80% | +0.37% | — | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 2.43% | +3.20% | +7.65% | |
| 12 | CMI | Cummins Inc | Stock-Industrials | 2.39% | +0.37% | — | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.30% | -0.22% | — | |
| 14 | FDX | Fedex CORP | Stock-Industrials | 1.99% | -0.56% | — | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.83% | +1.53% | — | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.74% | -0.25% | +15.29% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.68% | -0.65% | -0.18% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.67% | +1.34% | — | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.63% | -0.09% | +8.67% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.53% | -0.09% | — | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.49% | +0.06% | — | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.44% | -0.26% | — | |
| 23 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.44% | -0.02% | +15.74% | |
| 24 | CI | THE Cigna Group | Stock-Healthcare | 1.41% | -0.20% | -1.03% | |
| 25 | EMR | Emerson Electric Co | Stock-Industrials | 1.38% | -0.13% | — | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.31% | -0.01% | — | |
| 27 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.21% | -0.08% | — | |
| 28 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.99% | — | — | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.31% | -4.00% | |
| 30 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.89% | -0.29% | — | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | +0.02% | — | |
| 32 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.75% | -0.04% | — | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | -0.12% | -30.93% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.15% | +16.22% | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.68% | +0.02% | +25.00% | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.56% | — | -15.34% | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.55% | — | +0.90% | |
| 38 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.54% | +0.06% | — | |
| 39 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.43% | — | -13.24% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | -0.06% | +20.35% | |
| 41 | ETSY | Etsy Inc | Stock-Consumer Disc | 0.16% | — | -24.18% | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.13% | — | -1.96% | |
| 43 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.10% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.5% | — | Unchanged |
| 2 | ABBV | Abbvie Inc | +0.5% | — | Unchanged |
| 3 | NKE | Nike Inc -cl B | +0.4% | +15.74% | Add |
| 4 | UNH | Unitedhealth Group Inc | +0.3% | — | Unchanged |
| 5 | CMI | Cummins Inc | +0.3% | — | Unchanged |
| 6 | AAPL | Apple Inc | +0.3% | -0.32% | Trim |
| 7 | NOW | Servicenow Inc | +0.3% | -0.93% | Trim |
| 8 | IBM | Intl Business Machines CORP | +0.3% | — | Unchanged |
| 9 | VB | Vanguard Small-cap ETF | +0.2% | +8.67% | Add |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | — | Unchanged |
| 11 | AMD | Advanced Micro Devices | +0.2% | +7.65% | Add |
| 12 | VXUS | Vanguard Total Intl Stock | +0.2% | +25.00% | Add |
| 13 | DIS | Walt Disney Co/the | +0.2% | +15.29% | Add |
| 14 | JNJ | Johnson & Johnson | +0.2% | +16.22% | Add |
| 15 | SBUX | Starbucks CORP | +0.2% | — | Unchanged |
| 16 | MA | Mastercard Inc - A | +0.1% | — | Unchanged |
| 17 | HD | Home Depot Inc | +0.1% | — | Unchanged |
| 18 | GEHC | GE Healthcare Technology | +0.1% | NEW | New buy |
| 19 | SPOT | Spotify Technology S.A. | +0.1% | — | Unchanged |
| 20 | AVB | Avalonbay Communities Inc | +0.1% | — | Unchanged |
| 21 | PYPL | Paypal Holdings Inc | +0.1% | -13.24% | Trim |
| 22 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 23 | CI | THE Cigna Group | 0% | -1.03% | Trim |
| 24 | MRK | Merck & Co. Inc. | 0% | +20.35% | Add |
| 25 | PFE | Pfizer Inc | 0% | +0.90% | Add |
| 26 | PANW | Palo Alto Networks Inc | 0% | — | Unchanged |
| 27 | ULTA | Ulta Beauty Inc | 0% | — | Unchanged |
| 28 | C | Citigroup Inc | 0% | -1.96% | Trim |
| 29 | COST | Costco Wholesale CORP | 0% | -4.00% | Trim |
| 30 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 31 | ETSY | Etsy Inc | -0.1% | -24.18% | Trim |
| 32 | CMCSA | Comcast Corp-class A | -0.1% | -15.34% | Trim |
| 33 | TSLA | Tesla Inc | -0.1% | -30.93% | Trim |
| 34 | CVX | Chevron CORP | -0.1% | -0.18% | Trim |
| 35 | CMG | Chipotle Mexican Grill Inc | -0.1% | — | Unchanged |
| 36 | MSFT | Microsoft CORP | -0.2% | — | Unchanged |
| 37 | AMZN | Amazon.com Inc | -0.2% | — | Unchanged |
| 38 | FDX | Fedex CORP | -0.2% | — | Unchanged |
| 39 | QCOM | Qualcomm Inc | -0.3% | — | Unchanged |
| 40 | GOOGL | Alphabet Inc-cl A | -0.6% | -0.14% | Trim |
| 41 | CRWD | Crowdstrike Holdings Inc - A | -0.7% | — | Unchanged |
| 42 | NVDA | Nvidia CORP | -0.9% | — | Unchanged |
| 43 | NVO | Novo-nordisk A/s-spons Adr | -1.1% | +1.43% | Add |
According to official SEC Form 13F filings, Lynch Asset Management, Inc. reported a total U.S. public equity portfolio value of $365.7M across 43 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, NVO, GOOGL) accounted for 29.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
GEHC
市值: $234.6K
Top Position Liquidated / Trimmed
GOOGL
前期市值: $12.9M
During Q3 2024, Lynch Asset Management, Inc.'s top holdings by market value included NVDA (27.4%)、NVO (5.3%)、GOOGL (4.9%). The largest single position, NVDA, represented 27.4% of total portfolio value.
In Q3 2024, Lynch Asset Management, Inc. made 21 total portfolio adjustments, initiating 1 new buys, adding to 9 positions, trimming 11 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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