Lynch Asset Management, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 22, 2024), Lynch Asset Management, Inc. reported 42 stock positions worth $234.3 million. Its top holding was Nvidia (NVDA) at 28.3% of the portfolio, followed by Novo-Nordisk A/S-Spons ADR (NVO, 6.4%) and Alphabet Class A (GOOGL, 5.5%). Compared with Q1 2024, it sold out of 1, added to 5 and reduced 13. The biggest buy was Starbucks (SBUX, shares +65%) and the biggest sale Advanced Micro Devices (AMD, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEWTOWN, PA
- CIK
- 0001906719
- Portfolio Value
- $234.3M (Q2 2024)
- SEC Filing
- 0001906719-24-000003 ↗ filed Jul 22, 2024
Holdings Value
Holdings 42 stocks · $234.3M
| NVDA Nvidia Corp. | 28.27% | 536,000 | $66.2M | Reduce -2.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 6.39% | 104,800 | $15.0M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 5.51% | 70,850 | $12.9M | Reduce -1.4% |
| META Meta Platforms Inc. Class A | 3.80% | 17,650 | $8.9M | Reduce -0.6% |
| AAPL Apple Inc. | 3.50% | 38,950 | $8.2M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 3.46% | 41,900 | $8.1M | Reduce -2.3% |
| MSFT Microsoft Corp. | 3.41% | 17,850 | $8.0M | No change |
| ABBV Abbvie Inc. | 3.36% | 45,850 | $7.9M | No change |
| NOW ServiceNow Inc. | 2.71% | 8,075 | $6.4M | Reduce -0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.53% | 15,475 | $5.9M | Reduce -1.0% |
| UNH Unitedhealth Group Inc. | 2.48% | 11,400 | $5.8M | No change |
| AMD Advanced Micro Devices | 2.26% | 32,675 | $5.3M | Reduce -0.7% |
| FDX FedEx Corp. | 2.21% | 17,300 | $5.2M | No change |
| GS Goldman Sachs Group Inc. | 2.13% | 11,050 | $5.0M | No change |
| CMI Cummins Inc. | 2.07% | 17,550 | $4.9M | Reduce -2.8% |
| CVX Chevron Corp. | 1.81% | 27,150 | $4.2M | No change |
| QCOM Qualcomm Inc. | 1.78% | 20,900 | $4.2M | No change |
| PANW Palo Alto Networks Inc. | 1.68% | 11,600 | $3.9M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.58% | 37,275 | $3.7M | Add +1.8% |
| V Visa Inc. Class A | 1.48% | 13,200 | $3.5M | No change |
| EMR Emerson Electric Co. | 1.41% | 30,000 | $3.3M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 1.40% | 15,000 | $3.3M | No change |
| CI The Cigna Group | 1.38% | 9,750 | $3.2M | Add +1.6% |
| CMG Chipotle Mexican Grill Inc. | 1.34% | 50,000 | $3.1M | No change |
| MA Mastercard Inc. Class A | 1.30% | 6,925 | $3.1M | No change |
| NKE Nike Inc. Class B | 1.07% | 33,350 | $2.5M | Add +24.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.04% | 14,050 | $2.4M | No change |
| AVB Avalonbay Communities Inc. | 0.93% | 10,500 | $2.2M | No change |
| COST Costco Wholesale Corp. | 0.91% | 2,500 | $2.1M | No change |
| ULTA Ulta Beauty Inc. | 0.90% | 5,450 | $2.1M | Add +38.0% |
| TSLA Tesla Inc. | 0.82% | 9,700 | $1.9M | No change |
| HD Home Depot Inc. | 0.73% | 5,000 | $1.7M | No change |
| CMCSA Comcast Corp. Class A | 0.63% | 37,800 | $1.5M | Reduce -27.4% |
| SBUX Starbucks Corp. | 0.60% | 18,200 | $1.4M | Add +65.5% |
| JNJ Johnson & Johnson | 0.58% | 9,250 | $1.4M | No change |
| PFE Pfizer Inc. | 0.53% | 44,500 | $1.2M | No change |
| VXUS Vanguard Total Intl Stock | 0.51% | 20,000 | $1.2M | No change |
| SPOT Spotify Technology SA | 0.47% | 3,500 | $1.1M | No change |
| PYPL PayPal Holdings Inc. | 0.37% | 15,100 | $876K | Reduce -2.6% |
| MRK Merck & Co. Inc. | 0.30% | 5,650 | $699K | No change |
| ETSY Etsy Inc. | 0.23% | 9,100 | $537K | Reduce -27.8% |
| C Citigroup Inc. | 0.14% | 5,100 | $324K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| AMD Advanced Micro Devices | Reduce -0.7% | 2.26% | −0.53 |
| CMCSA Comcast Corp. Class A | Reduce -27.4% | 0.63% | −0.43 |
| CMI Cummins Inc. | Reduce -2.8% | 2.07% | −0.43 |
| META Meta Platforms Inc. Class A | Reduce -0.6% | 3.80% | −0.26 |
| NOW ServiceNow Inc. | Reduce -0.3% | 2.71% | −0.19 |
| AMZN Amazon.com Inc. | Reduce -2.3% | 3.46% | −0.18 |
| ETSY Etsy Inc. | Reduce -27.8% | 0.23% | −0.18 |
| PYPL PayPal Holdings Inc. | Reduce -2.6% | 0.37% | −0.11 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.9% | 6.39% | −0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.0% | 2.53% | +0.17 |
| AAPL Apple Inc. | Reduce -0.1% | 3.50% | +0.36 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 5.51% | +0.41 |
| NVDA Nvidia Corp. | Reduce -2.4% | 28.27% | +4.93 |
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 52 | $365.7M | NVDA, GOOGL, AMD, CRWD, CMI |
| Q1 2026 | 51 | $298.2M | NVDA, GOOGL, META, AAPL, CMI |
| Q4 2025 | 52 | $318.1M | NVDA, GOOGL, META, AAPL, ABBV |
| Q3 2025 | 56 | $312.6M | NVDA, GOOGL, META, ABBV, MSFT |
| Q2 2025 | 56 | $283.5M | NVDA, META, GOOGL, MSFT, AMZN |
| Q1 2025 | 44 | $222.8M | NVDA, GOOGL, META, ABBV, AAPL |
| Q4 2024 | 42 | $246.9M | NVDA, GOOGL, META, AAPL, NVO |
| Q3 2024 | 43 | $237.8M | NVDA, NVO, GOOGL, META, ABBV |
| Q2 2024 | 42 | $234.3M | NVDA, NVO, GOOGL, META, AAPL |
| Q1 2024 | 43 | $212.6M | NVDA, NVO, GOOGL, META, ABBV |