Lynch Asset Management, Inc. Portfolio Holdings

Lynch Asset Management, Inc.

  • $247 Million
  • Q4 2024

Lynch Asset Management, Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $247 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $72M, Alphabet Inc. with a value of $13.4M, Meta Platforms, Inc. with a value of $10.4M, Apple Inc. with a value of $9.72M, and Amazon Com Inc with a value of $9.19M.

Examining the 13F form we can see an increase of $9.23M in the current position value, from $237M to 247M.

Below you can find more details about Lynch Asset Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $247 Million
Technology: $118 Million
Communication Services: $31.3 Million
Healthcare: $29.4 Million
Consumer Cyclical: $23.5 Million
Financial Services: $15.6 Million
Industrials: $14.8 Million
ETFs: $5.68 Million
Energy: $3.93 Million
Other: $4.51 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$183B
$9.2 Million 3.73% of portfolio
106,950
Q4 2024 Added 0.61%
$52B
$6.12 Million 2.48% of portfolio
17,550
Q2 2024 Reduced 2.77%
$81.1B
$5.29 Million 2.15% of portfolio
15,475
Q2 2024 Reduced 0.96%
$70.3B
$4.94 Million 2.0% of portfolio
17,550
Q4 2024 Added 1.45%
$199B
$4.29 Million 1.74% of portfolio
35,475
Q4 2024 Added 0.85%
$56B
$4.22 Million 1.71% of portfolio
23,200
Q4 2024 Added 100.0%
$77.6B
$3.72 Million 1.51% of portfolio
30,000
Q4 2021 New
$196B
$3.21 Million 1.3% of portfolio
20,900
Q4 2023 Reduced 1.42%
$90B
$2.73 Million 1.11% of portfolio
9,900
Q4 2024 Added 2.59%
$93.6B
$2.64 Million 1.07% of portfolio
34,850
Q4 2024 Reduced 9.72%
$21.4B
$2.37 Million 0.96% of portfolio
5,450
Q2 2024 Added 37.97%
$29.9B
$2.31 Million 0.94% of portfolio
10,500
Q2 2023 Reduced 12.5%
$112B
$1.72 Million 0.7% of portfolio
18,850
Q4 2024 Added 3.57%
$96.9B
$1.57 Million 0.63% of portfolio
3,500
Q1 2024 Reduced 42.62%
$165B
$1.2 Million 0.49% of portfolio
32,000
Q3 2024 Reduced 15.34%
$148B
$1.21 Million 0.49% of portfolio
45,500
Q4 2024 Added 1.34%
$159B
$351,000 0.14% of portfolio
5,000
Q3 2024 Reduced 1.96%

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $247 Million
  • Prior Value $237 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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