Lynch Asset Management, Inc. Long-Term Concentrated

CIK: 0001906719 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 20, 2022

Total Value ($000): $111,404 (100.0% shares, 0.0% debt)

Holdings (54)

NVDA NVIDIA CORPORATION 6.6%
Value ($000) $7,352 Shares 60,550 Est. Cost $27.46 Unrealized -42.5%
GOOGL ALPHABET INC 6.2%
Value ($000) $6,953 Shares 72,700 Est. Cost $111.66 Unrealized -1.4%
ABBV ABBVIE INC 6.1%
Value ($000) $6,826 Shares 50,850 Est. Cost $101.71 Unrealized +25.0%
UNH UNITEDHEALTH GROUP INC 5.4%
Value ($000) $6,062 Shares 12,000 Est. Cost $422.19 Unrealized +17.3%
AAPL APPLE INC 5.2%
Value ($000) $5,803 Shares 41,990 Est. Cost $154.71 Unrealized -0.3%
NVO NOVO-NORDISK A S 4.8%
Value ($000) $5,319 Shares 53,400 Est. Cost $111.99 Unrealized
NKE NIKE INC 4.7%
Value ($000) $5,270 Shares 63,400 Est. Cost $148.38 Unrealized -31.5%
AMZN AMAZON COM INC 4.4%
Value ($000) $4,894 Shares 43,300 Est. Cost $127.02 Unrealized -0.5%
CI CIGNA CORP NEW 3.6%
Value ($000) $4,050 Shares 14,600 Est. Cost $197.24 Unrealized +34.2%
CVX CHEVRON CORP NEW 3.5%
Value ($000) $3,901 Shares 27,150 Est. Cost $96.10 Unrealized +38.2%
CMI CUMMINS INC 3.3%
Value ($000) $3,673 Shares 18,050 Est. Cost $205.20 Unrealized -4.4%
GS GOLDMAN SACHS GROUP INC 3.1%
Value ($000) $3,472 Shares 11,850 Est. Cost $356.48 Unrealized -16.7%
MSFT MICROSOFT CORP 2.9%
Value ($000) $3,272 Shares 14,050 Est. Cost $307.39 Unrealized -16.4%
QCOM QUALCOMM INC 2.3%
Value ($000) $2,598 Shares 23,000 Est. Cost $146.06 Unrealized -13.0%
FDX FEDEX CORP 2.3%
Value ($000) $2,597 Shares 17,500 Est. Cost $219.91 Unrealized -11.0%
META META PLATFORMS INC 2.2%
Value ($000) $2,490 Shares 18,350 Est. Cost $284.82 Unrealized -43.5%
MA MASTERCARD INCORPORATED 2.2%
Value ($000) $2,462 Shares 8,660 Est. Cost $337.80 Unrealized -3.7%
V VISA INC 2.1%
Value ($000) $2,344 Shares 13,200 Est. Cost $208.13 Unrealized -4.7%
NOW SERVICENOW INC 2.0%
Value ($000) $2,257 Shares 5,975 Est. Cost $120.63 Unrealized -25.4%
AVB AVALONBAY CMNTYS INC 2.0%
Value ($000) $2,210 Shares 12,000 Est. Cost $206.31 Unrealized -13.6%
EMR EMERSON ELEC CO 2.0%
Value ($000) $2,197 Shares 30,000 Est. Cost $86.51 Unrealized -10.3%
DIS DISNEY WALT CO 1.9%
Value ($000) $2,069 Shares 21,925 Est. Cost $147.09 Unrealized -28.9%
IBM INTERNATIONAL BUSINESS MACHS 1.6%
Value ($000) $1,825 Shares 15,350 Est. Cost $107.92 Unrealized +7.1%
CMCSA COMCAST CORP NEW 1.5%
Value ($000) $1,675 Shares 57,100 Est. Cost $46.14 Unrealized -27.0%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $1,552 Shares 9,500 Est. Cost $145.09 Unrealized +5.4%
C CITIGROUP INC 1.1%
Value ($000) $1,233 Shares 29,600 Est. Cost $57.18 Unrealized -23.6%
CMG CHIPOTLE MEXICAN GRILL INC 1.1%
Value ($000) $1,202 Shares 800 Est. Cost $35.21 Unrealized -12.0%
CRM SALESFORCE INC 1.0%
Value ($000) $1,151 Shares 8,000 Est. Cost $196.36 Unrealized -14.7%
HD HOME DEPOT INC 1.0%
Value ($000) $1,104 Shares 4,000 Est. Cost $324.64 Unrealized -16.6%
SBUX STARBUCKS CORP 1.0%
Value ($000) $1,062 Shares 12,600 Est. Cost $100.31 Unrealized -21.9%
PANW PALO ALTO NETWORKS INC 0.9%
Value ($000) $1,003 Shares 6,125 Est. Cost $87.10 Unrealized -0.6%
DXCM DEXCOM INC 0.9%
Value ($000) $965 Shares 12,000 Est. Cost $101.53 Unrealized -16.6%
CRWD CROWDSTRIKE HLDGS INC 0.9%
Value ($000) $947 Shares 5,750 Est. Cost $181.10 Unrealized +1.0%
BXP BOSTON PROPERTIES INC 0.8%
Value ($000) $930 Shares 12,400 Est. Cost $91.74 Unrealized -24.2%
AMD ADVANCED MICRO DEVICES INC 0.8%
Value ($000) $863 Shares 13,600 Est. Cost $95.92 Unrealized -11.2%
TSLA TESLA INC 0.7%
Value ($000) $796 Shares 3,000 Est. Cost $277.17 Unrealized +0.8%
ETSY ETSY INC 0.6%
Value ($000) $701 Shares 7,000 Est. Cost $120.39 Unrealized -15.2%
PFE PFIZER INC 0.6%
Value ($000) $657 Shares 15,000 Est. Cost $40.23 Unrealized +0.5%
MRK MERCK & CO INC 0.6%
Value ($000) $615 Shares 7,150 Est. Cost $69.89 Unrealized +15.1%
ULTA ULTA BEAUTY INC 0.5%
Value ($000) $581 Shares 1,450 Est. Cost $397.38 Unrealized +1.3%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $554 Shares 6,450 Est. Cost $108.05 Unrealized -18.1%
WALGREENS BOOTS ALLIANCE INC 0.4%
Value ($000) $471 Shares 15,000 Est. Cost $52.17 Unrealized
FISV FISERV INC 0.4%
Value ($000) $467 Shares 5,000 Est. Cost $103.40 Unrealized -1.4%
TWLO TWILIO INC 0.4%
Value ($000) $435 Shares 6,275 Est. Cost $199.23 Unrealized -59.9%
SPOT SPOTIFY TECHNOLOGY S A 0.3%
Value ($000) $354 Shares 4,100 Est. Cost $145.24 Unrealized -26.3%
LUCID GROUP INC 0.3%
Value ($000) $349 Shares 25,000 Est. Cost $38.04 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $320 Shares 4,000 Est. Cost $118.88 Unrealized
DASH DOORDASH INC 0.3%
Value ($000) $298 Shares 6,050 Est. Cost $94.86 Unrealized -29.6%
SPIRIT AIRLS INC 0.2%
Value ($000) $245 Shares 13,000 Est. Cost $21.92 Unrealized
ROKU ROKU INC 0.2%
Value ($000) $232 Shares 4,100 Est. Cost $128.50 Unrealized -40.8%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $219 Shares 4,000 Est. Cost $58.25 Unrealized
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $210 Shares 7,500 Est. Cost $38.94 Unrealized -20.7%
RIVN RIVIAN AUTOMOTIVE INC 0.2%
Value ($000) $201 Shares 6,100 Est. Cost $34.08 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $116 Shares 10,000 Est. Cost $18.55 Unrealized -26.7%