$111 Million is the total value of Lynch Asset Management, Inc.'s 54 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Buy | ALPHABET INCcap stk cl a | $6,953,000 | -12.2% | 72,700 | +1900.0% | 6.24% | -3.7% |
| NKE | Buy | NIKE INCcl b | $5,270,000 | -14.2% | 63,400 | +5.5% | 4.73% | -5.8% |
| MSFT | Buy | MICROSOFT CORP | $3,272,000 | -1.6% | 14,050 | +8.5% | 2.94% | +7.9% |
| FB | Buy | META PLATFORMS INCcl a | $2,490,000 | +4.1% | 18,350 | +23.6% | 2.24% | +14.2% |
| NOW | Buy | SERVICENOW INC | $2,257,000 | -10.8% | 5,975 | +12.2% | 2.03% | -2.1% |
| CRM | Buy | SALESFORCE INC | $1,151,000 | +39.5% | 8,000 | +60.0% | 1.03% | +53.0% |
| SBUX | Buy | STARBUCKS CORP | $1,062,000 | +10.7% | 12,600 | +0.4% | 0.95% | +21.6% |
| PANW | Buy | PALO ALTO NETWORKS INC | $1,003,000 | +8.3% | 6,125 | +226.7% | 0.90% | +18.9% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $863,000 | +50.9% | 13,600 | +81.3% | 0.78% | +65.6% |
| TSLA | Buy | TESLA INC | $796,000 | +18.3% | 3,000 | +200.0% | 0.72% | +29.8% |
| New | RIVIAN AUTOMOTIVE INC | $201,000 | – | 6,100 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NVIDIA CORPORATION | 8 | Q3 2023 | 16.0% |
| ALPHABET INC | 8 | Q3 2023 | 7.1% |
| ABBVIE INC | 8 | Q3 2023 | 7.1% |
| NOVO-NORDISK A S | 8 | Q3 2023 | 6.4% |
| APPLE INC | 8 | Q3 2023 | 5.4% |
| UNITEDHEALTH GROUP INC | 8 | Q3 2023 | 5.5% |
| AMAZON COM INC | 8 | Q3 2023 | 4.4% |
| NIKE INC | 8 | Q3 2023 | 6.4% |
| CHEVRON CORP NEW | 8 | Q3 2023 | 4.2% |
| MICROSOFT CORP | 8 | Q3 2023 | 3.9% |
View Lynch Asset Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-02 |
View Lynch Asset Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.