Lynch Asset Management, Inc. Long-Term Concentrated

CIK: 0001906719 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 21, 2022

Total Value ($000): $122,252 (100.0% shares, 0.0% debt)

Holdings (54)

NVDA NVIDIA CORPORATION 7.5%
Value ($000) $9,180 Shares 60,550 Est. Cost $27.46 Unrealized -31.4%
GOOGL ALPHABET INC 6.5%
Value ($000) $7,923 Shares 3,635 Est. Cost $142.01 Unrealized -17.7%
ABBV ABBVIE INC 6.4%
Value ($000) $7,787 Shares 50,850 Est. Cost $101.71 Unrealized +31.9%
UNH UNITEDHEALTH GROUP INC 5.0%
Value ($000) $6,164 Shares 12,000 Est. Cost $422.19 Unrealized +11.6%
NKE NIKE INC 5.0%
Value ($000) $6,142 Shares 60,100 Est. Cost $150.95 Unrealized -26.3%
NVO NOVO-NORDISK A S 4.9%
Value ($000) $5,950 Shares 53,400 Est. Cost $111.99 Unrealized
AAPL APPLE INC 4.8%
Value ($000) $5,877 Shares 42,990 Est. Cost $154.71 Unrealized -3.9%
CI CIGNA CORP NEW 4.4%
Value ($000) $5,428 Shares 20,600 Est. Cost $197.24 Unrealized +22.4%
AMZN AMAZON COM INC 3.8%
Value ($000) $4,598 Shares 43,300 Est. Cost $127.02 Unrealized -1.5%
CVX CHEVRON CORP NEW 3.4%
Value ($000) $4,148 Shares 28,650 Est. Cost $96.10 Unrealized +48.5%
FDX FEDEX CORP 3.2%
Value ($000) $3,968 Shares 17,500 Est. Cost $219.91 Unrealized -10.5%
GS GOLDMAN SACHS GROUP INC 2.9%
Value ($000) $3,520 Shares 11,850 Est. Cost $356.48 Unrealized -20.5%
CMI CUMMINS INC 2.9%
Value ($000) $3,494 Shares 18,050 Est. Cost $205.20 Unrealized -10.8%
MSFT MICROSOFT CORP 2.7%
Value ($000) $3,326 Shares 12,950 Est. Cost $311.68 Unrealized -15.5%
QCOM QUALCOMM INC 2.4%
Value ($000) $2,939 Shares 23,000 Est. Cost $146.06 Unrealized -14.5%
MA MASTERCARD INCORPORATED 2.2%
Value ($000) $2,731 Shares 8,660 Est. Cost $337.80 Unrealized -0.1%
V VISA INC 2.1%
Value ($000) $2,600 Shares 13,200 Est. Cost $208.13 Unrealized -3.4%
NOW SERVICENOW INC 2.1%
Value ($000) $2,531 Shares 5,325 Est. Cost $124.37 Unrealized -23.4%
META META PLATFORMS INC 2.0%
Value ($000) $2,393 Shares 14,850 Est. Cost $314.02 Unrealized -39.0%
EMR EMERSON ELEC CO 2.0%
Value ($000) $2,387 Shares 30,000 Est. Cost $86.51 Unrealized -5.3%
AVB AVALONBAY CMNTYS INC 1.9%
Value ($000) $2,331 Shares 12,000 Est. Cost $206.31 Unrealized -8.0%
CMCSA COMCAST CORP NEW 1.8%
Value ($000) $2,241 Shares 57,100 Est. Cost $46.14 Unrealized -16.9%
IBM INTERNATIONAL BUSINESS MACHS 1.8%
Value ($000) $2,166 Shares 15,350 Est. Cost $107.92 Unrealized +8.9%
DIS DISNEY WALT CO 1.7%
Value ($000) $2,069 Shares 21,925 Est. Cost $147.09 Unrealized -26.3%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $1,687 Shares 9,500 Est. Cost $145.09 Unrealized +10.2%
C CITIGROUP INC 1.1%
Value ($000) $1,362 Shares 29,600 Est. Cost $57.18 Unrealized -23.5%
BXP BOSTON PROPERTIES INC 0.9%
Value ($000) $1,103 Shares 12,400 Est. Cost $91.74 Unrealized -2.3%
HD HOME DEPOT INC 0.9%
Value ($000) $1,097 Shares 4,000 Est. Cost $324.64 Unrealized -17.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.9%
Value ($000) $1,046 Shares 800 Est. Cost $35.21 Unrealized -20.9%
CRWD CROWDSTRIKE HLDGS INC 0.8%
Value ($000) $969 Shares 5,750 Est. Cost $181.10 Unrealized 0.0%
SBUX STARBUCKS CORP 0.8%
Value ($000) $959 Shares 12,550 Est. Cost $100.31 Unrealized -29.8%
PANW PALO ALTO NETWORKS INC 0.8%
Value ($000) $926 Shares 1,875 Est. Cost $88.24 Unrealized +0.5%
DXCM DEXCOM INC 0.7%
Value ($000) $895 Shares 12,000 Est. Cost $101.53 Unrealized -10.1%
FISV FISERV INC 0.7%
Value ($000) $888 Shares 10,000 Est. Cost $103.40 Unrealized -6.2%
CRM SALESFORCE INC 0.7%
Value ($000) $825 Shares 5,000 Est. Cost $213.65 Unrealized -18.3%
PFE PFIZER INC 0.6%
Value ($000) $786 Shares 15,000 Est. Cost $40.23 Unrealized +4.4%
TSLA TESLA INC 0.6%
Value ($000) $673 Shares 1,000 Est. Cost $272.96 Unrealized 0.0%
MRK MERCK & CO INC 0.5%
Value ($000) $653 Shares 7,150 Est. Cost $69.89 Unrealized +13.3%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $572 Shares 7,500 Est. Cost $104.69 Unrealized -10.6%
WALGREENS BOOTS ALLIANCE INC 0.5%
Value ($000) $570 Shares 15,000 Est. Cost $52.17 Unrealized
ULTA ULTA BEAUTY INC 0.5%
Value ($000) $559 Shares 1,450 Est. Cost $397.38 Unrealized 0.0%
TWLO TWILIO INC 0.4%
Value ($000) $526 Shares 6,275 Est. Cost $199.23 Unrealized -43.8%
ETSY ETSY INC 0.4%
Value ($000) $513 Shares 7,000 Est. Cost $120.39 Unrealized -24.2%
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $456 Shares 4,000 Est. Cost $118.88 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $450 Shares 6,450 Est. Cost $108.05 Unrealized -19.9%
LUCID GROUP INC 0.4%
Value ($000) $429 Shares 25,000 Est. Cost $38.04 Unrealized
DASH DOORDASH INC 0.3%
Value ($000) $387 Shares 6,050 Est. Cost $94.86 Unrealized -16.3%
SPOT SPOTIFY TECHNOLOGY S A 0.3%
Value ($000) $385 Shares 4,100 Est. Cost $145.24 Unrealized -22.4%
KHC KRAFT HEINZ CO 0.3%
Value ($000) $382 Shares 10,000 Est. Cost $29.49 Unrealized +13.8%
ROKU ROKU INC 0.3%
Value ($000) $337 Shares 4,100 Est. Cost $128.50 Unrealized -24.6%
SPIRIT AIRLS INC 0.3%
Value ($000) $310 Shares 13,000 Est. Cost $21.92 Unrealized
AZN ASTRAZENECA PLC 0.2%
Value ($000) $264 Shares 4,000 Est. Cost $58.25 Unrealized
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $216 Shares 7,500 Est. Cost $38.94 Unrealized -4.8%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $134 Shares 10,000 Est. Cost $18.55 Unrealized 0.0%