Lynch Asset Management, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 24, 2024), Lynch Asset Management, Inc. reported 43 stock positions worth $237.8 million. Its top holding was Nvidia (NVDA) at 27.4% of the portfolio, followed by Novo-Nordisk A/S-Spons ADR (NVO, 5.3%) and Alphabet Class A (GOOGL, 4.9%). Compared with Q2 2024, it opened 1 new position, added to 9 and reduced 11. The biggest buy was Nike Class B (NKE, shares +16%) and the biggest sale Alphabet Class A (GOOGL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- NEWTOWN, PA
- CIK
- 0001906719
- Portfolio Value
- $237.8M (Q3 2024)
- SEC Filing
- 0001906719-24-000004 ↗ filed Oct 24, 2024
Holdings Value
Holdings 43 stocks · $237.8M
| NVDA Nvidia Corp. | 27.38% | 536,000 | $65.1M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 5.32% | 106,300 | $12.7M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 4.94% | 70,750 | $11.7M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 4.25% | 17,650 | $10.1M | No change |
| ABBV Abbvie Inc. | 3.81% | 45,850 | $9.1M | No change |
| AAPL Apple Inc. | 3.80% | 38,825 | $9.0M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 3.28% | 41,900 | $7.8M | No change |
| MSFT Microsoft Corp. | 3.23% | 17,850 | $7.7M | No change |
| NOW ServiceNow Inc. | 3.01% | 8,000 | $7.2M | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 2.80% | 11,400 | $6.7M | No change |
| AMD Advanced Micro Devices | 2.43% | 35,175 | $5.8M | Add +7.7% |
| CMI Cummins Inc. | 2.39% | 17,550 | $5.7M | No change |
| GS Goldman Sachs Group Inc. | 2.30% | 11,050 | $5.5M | No change |
| FDX FedEx Corp. | 1.99% | 17,300 | $4.7M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 1.83% | 15,475 | $4.3M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.74% | 42,975 | $4.1M | Add +15.3% |
| CVX Chevron Corp. | 1.68% | 27,100 | $4.0M | Reduce -0.2% |
| PANW Palo Alto Networks Inc. | 1.67% | 11,600 | $4.0M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 1.63% | 16,300 | $3.9M | Add +8.7% |
| V Visa Inc. Class A | 1.53% | 13,200 | $3.6M | No change |
| QCOM Qualcomm Inc. | 1.49% | 20,900 | $3.6M | No change |
| MA Mastercard Inc. Class A | 1.44% | 6,925 | $3.4M | No change |
| NKE Nike Inc. Class B | 1.44% | 38,600 | $3.4M | Add +15.7% |
| CI The Cigna Group | 1.41% | 9,650 | $3.3M | Reduce -1.0% |
| EMR Emerson Electric Co. | 1.38% | 30,000 | $3.3M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.31% | 14,050 | $3.1M | No change |
| CMG Chipotle Mexican Grill Inc. | 1.21% | 50,000 | $2.9M | No change |
| AVB Avalonbay Communities Inc. | 0.99% | 10,500 | $2.4M | No change |
| COST Costco Wholesale Corp. | 0.89% | 2,400 | $2.1M | Reduce -4.0% |
| ULTA Ulta Beauty Inc. | 0.89% | 5,450 | $2.1M | No change |
| HD Home Depot Inc. | 0.85% | 5,000 | $2.0M | No change |
| SBUX Starbucks Corp. | 0.75% | 18,200 | $1.8M | No change |
| TSLA Tesla Inc. | 0.74% | 6,700 | $1.8M | Reduce -30.9% |
| JNJ Johnson & Johnson | 0.73% | 10,750 | $1.7M | Add +16.2% |
| VXUS Vanguard Total Intl Stock | 0.68% | 25,000 | $1.6M | Add +25.0% |
| CMCSA Comcast Corp. Class A | 0.56% | 32,000 | $1.3M | Reduce -15.3% |
| PFE Pfizer Inc. | 0.55% | 44,900 | $1.3M | Add +0.9% |
| SPOT Spotify Technology SA | 0.54% | 3,500 | $1.3M | No change |
| PYPL PayPal Holdings Inc. | 0.43% | 13,100 | $1.0M | Reduce -13.3% |
| MRK Merck & Co. Inc. | 0.32% | 6,800 | $772K | Add +20.4% |
| ETSY Etsy Inc. | 0.16% | 6,900 | $383K | Reduce -24.2% |
| C Citigroup Inc. | 0.13% | 5,000 | $313K | Reduce -2.0% |
| GEHC GE Healthcare Technology | 0.10% | 2,500 | $235K | New |
Portfolio Sells Q2 2024 → Q3 2024
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 4.94% | −0.57 |
| CVX Chevron Corp. | Reduce -0.2% | 1.68% | −0.13 |
| TSLA Tesla Inc. | Reduce -30.9% | 0.74% | −0.08 |
| CMCSA Comcast Corp. Class A | Reduce -15.3% | 0.56% | −0.07 |
| ETSY Etsy Inc. | Reduce -24.2% | 0.16% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -4.0% | 0.89% | −0.01 |
| C Citigroup Inc. | Reduce -2.0% | 0.13% | −0.01 |
| CI The Cigna Group | Reduce -1.0% | 1.41% | +0.03 |
| PYPL PayPal Holdings Inc. | Reduce -13.3% | 0.43% | +0.06 |
| NOW ServiceNow Inc. | Reduce -0.9% | 3.01% | +0.30 |
| AAPL Apple Inc. | Reduce -0.3% | 3.80% | +0.30 |
Portfolio Buys Q2 2024 → Q3 2024
| NKE Nike Inc. Class B | Add +15.7% | 1.44% | +0.36 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.7% | 1.63% | +0.23 |
| VXUS Vanguard Total Intl Stock | Add +25.0% | 0.68% | +0.17 |
| AMD Advanced Micro Devices | Add +7.7% | 2.43% | +0.17 |
| DIS The Walt Disney Co. | Add +15.3% | 1.74% | +0.16 |
| JNJ Johnson & Johnson | Add +16.2% | 0.73% | +0.16 |
| GEHC GE Healthcare Technology | New | 0.10% | +0.10 |
| MRK Merck & Co. Inc. | Add +20.4% | 0.32% | +0.03 |
| PFE Pfizer Inc. | Add +0.9% | 0.55% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +1.4% | 5.32% | −1.06 |
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 |