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CIK: 0001906719
Total reported value
$365.7M
$365.7M
42 檔
31.4%
At the close of Q4 2024, Lynch Asset Management, Inc. disclosed equity holdings valued at approximately $365.7M, spread across 42 reported holdings.
In Q4 2024, Lynch Asset Management, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 29.17% | -2.04% | +0.05% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.43% | +0.09% | — | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.20% | -0.67% | +0.28% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.94% | -0.24% | — | |
| 5 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 3.73% | +0.09% | +0.61% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.72% | -0.20% | — | |
| 7 | NOW | Servicenow Inc | Stock-Tech | 3.47% | -0.33% | +0.94% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 3.30% | -0.19% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | -0.57% | +0.56% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.56% | -0.22% | — | |
| 11 | CMI | Cummins Inc | Stock-Industrials | 2.48% | +0.37% | — | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.35% | +0.37% | +0.44% | |
| 13 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.14% | +1.53% | — | |
| 14 | FDX | Fedex CORP | Stock-Industrials | 2.00% | -0.56% | +1.45% | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.92% | -0.25% | -0.70% | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 1.74% | +3.20% | +0.85% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.71% | +1.34% | +100.00% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.70% | -0.09% | +0.76% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.66% | -0.09% | +4.82% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.59% | -0.65% | — | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 1.51% | -0.13% | — | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.48% | -0.26% | — | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 1.30% | +0.06% | — | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.25% | -0.01% | — | |
| 25 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.22% | -0.08% | — | |
| 26 | CI | THE Cigna Group | Stock-Healthcare | 1.11% | -0.20% | +2.59% | |
| 27 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.07% | -0.02% | -9.71% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.05% | -0.12% | -4.48% | |
| 29 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.96% | -0.29% | — | |
| 30 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.94% | — | — | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.31% | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | +0.02% | — | |
| 33 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.70% | -0.04% | +3.57% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.64% | +0.02% | +6.60% | |
| 35 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.63% | +0.06% | — | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.15% | — | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.49% | — | +1.34% | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.49% | — | — | |
| 39 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.45% | — | — | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | -0.06% | +17.65% | |
| 41 | C | Citigroup Inc | Stock-Financials | 0.14% | — | — | |
| 42 | JAKK | Jakks Pacific Inc | Stock-Other | 0.08% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | +0.05% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | — | Unchanged |
| 3 | NOW | Servicenow Inc | +0.5% | +0.94% | Add |
| 4 | AMZN | Amazon.com Inc | +0.4% | — | Unchanged |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | — | Unchanged |
| 6 | TSLA | Tesla Inc | +0.3% | -4.48% | Trim |
| 7 | GS | Goldman Sachs Group Inc | +0.3% | — | Unchanged |
| 8 | DIS | Walt Disney Co/the | +0.2% | -0.70% | Trim |
| 9 | V | Visa Inc-class A Shares | +0.2% | +0.76% | Add |
| 10 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 11 | EMR | Emerson Electric Co | +0.1% | — | Unchanged |
| 12 | CMI | Cummins Inc | +0.1% | — | Unchanged |
| 13 | SPOT | Spotify Technology S.A. | +0.1% | — | Unchanged |
| 14 | JAKK | Jakks Pacific Inc | +0.1% | NEW | New buy |
| 15 | ULTA | Ulta Beauty Inc | +0.1% | — | Unchanged |
| 16 | PANW | Palo Alto Networks Inc | 0% | +100.00% | Add |
| 17 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 18 | VB | Vanguard Small-cap ETF | 0% | +4.82% | Add |
| 19 | PYPL | Paypal Holdings Inc | 0% | — | Unchanged |
| 20 | FDX | Fedex CORP | 0% | +1.45% | Add |
| 21 | CMG | Chipotle Mexican Grill Inc | 0% | — | Unchanged |
| 22 | C | Citigroup Inc | 0% | — | Unchanged |
| 23 | COST | Costco Wholesale CORP | — | — | Unchanged |
| 24 | MRK | Merck & Co. Inc. | — | +17.65% | Add |
| 25 | VXUS | Vanguard Total Intl Stock | 0% | +6.60% | Add |
| 26 | META | Meta Platforms Inc-class A | -0.1% | +0.28% | Add |
| 27 | AVB | Avalonbay Communities Inc | -0.1% | — | Unchanged |
| 28 | SBUX | Starbucks CORP | -0.1% | +3.57% | Add |
| 29 | PFE | Pfizer Inc | -0.1% | +1.34% | Add |
| 30 | HD | Home Depot Inc | -0.1% | — | Unchanged |
| 31 | IBM | Intl Business Machines CORP | -0.1% | — | Unchanged |
| 32 | CMCSA | Comcast Corp-class A | -0.1% | — | Unchanged |
| 33 | CVX | Chevron CORP | -0.1% | — | Unchanged |
| 34 | GEHC | GE Healthcare Technology | -0.1% | EXIT | Sold out |
| 35 | JNJ | Johnson & Johnson | -0.1% | — | Unchanged |
| 36 | ETSY | Etsy Inc | -0.2% | EXIT | Sold out |
| 37 | MSFT | Microsoft CORP | -0.2% | +0.56% | Add |
| 38 | QCOM | Qualcomm Inc | -0.2% | — | Unchanged |
| 39 | CI | THE Cigna Group | -0.3% | +2.59% | Add |
| 40 | NKE | Nike Inc -cl B | -0.4% | -9.71% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.5% | +0.44% | Add |
| 42 | ABBV | Abbvie Inc | -0.5% | — | Unchanged |
| 43 | AMD | Advanced Micro Devices | -0.7% | +0.85% | Add |
| 44 | NVO | Novo-nordisk A/s-spons Adr | -1.6% | +0.61% | 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 42 disclosed positions in Q4 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, GOOGL, META) accounted for 31.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
JAKK
市值: $204.1K
Top Position Liquidated / Trimmed
ETSY
前期市值: $383.2K
During Q4 2024, Lynch Asset Management, Inc.'s top holdings by market value included NVDA (29.2%)、GOOGL (5.4%)、META (4.2%). The largest single position, NVDA, represented 29.2% of total portfolio value.
In Q4 2024, Lynch Asset Management, Inc. made 22 total portfolio adjustments, initiating 1 new buys, adding to 16 positions, trimming 3 holdings, and fully liquidating 2 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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