$155 Million is the total value of Lynch Asset Management, Inc.'s 47 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NOW | Buy | SERVICENOW INC | $4,580,058 | +22.8% | 8,150 | +1.6% | 2.95% | +10.1% |
| PANW | Buy | PALO ALTO NETWORKS INC | $2,970,304 | +33.7% | 11,625 | +4.5% | 1.91% | +19.9% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $2,768,501 | +7.6% | 18,850 | +0.5% | 1.78% | -3.5% |
| TSLA | Buy | TESLA INC | $2,447,550 | +34.1% | 9,350 | +6.2% | 1.58% | +20.2% |
| DIS | Buy | DISNEY WALT CO | $2,399,400 | -10.2% | 26,875 | +0.7% | 1.54% | -19.4% |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $227,920 | – | 8,000 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-17
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.