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| Lynch Asset Management Inc
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|---|---|
| CRD # | 159938 |
| SEC # | 801-122985 |
| CIK # | 0001906719 |
| AUM | $125.6 MM (2023-01-24) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 215-801-1550 |
| Address | 16 Creekview Lane Yardley, PA 19067 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001906719 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Nvidia Corp | 399,550.0 | 16.0 | |
| Novo Nordisk A S | 245,328.6 | 8.5 | |
| AbbVie Inc | 269,466.6 | 8.1 | |
| Alphabet Inc | 1,475,138.5 | 7.5 | |
| Apple Inc | 2,382,844.0 | 6.9 | |
| UnitedHealth Group Inc | 477,004.0 | 5.9 | |
| Microsoft Corp | 1,918,222.4 | 5.1 | |
| Amazon Com Inc | 1,092,997.8 | 4.4 | |
| Chevron Corp | 294,604.1 | 4.4 | |
| Cummins Inc | 27,663.6 | 4.3 | |
| Fedex Corp | 62,226.1 | 4.0 | |
| Goldman Sachs Group Inc | 102,858.9 | 3.9 | |
| ServiceNow Inc | 94,905.7 | 3.7 | |
| Advanced Micro Devices Inc | 131,458.5 | 3.1 | |
| Nike Inc | 161,751.8 | 3.1 | |
| Cigna Corp | 84,461.4 | 3.0 | |
| Qualcomm Inc/DE | 147,392.0 | 2.7 | |
| Walt Disney Co | 174,716.7 | 2.7 | |
| Emerson Electric Co | 48,422.9 | 2.6 | |
| CrowdStrike Holdings Inc | 40,424.6 | 2.6 | |
| Mastercard Inc | 309,583.1 | 2.5 | |
| VISA Inc | 419,260.5 | 2.5 | |
| Palo Alto Networks Inc | 49,011.6 | 2.2 | |
| International Business Machines Corp | 127,593.9 | 2.2 | |
| Avalonbay Communities Inc | 27,552.6 | 2.0 | |
| Comcast Corp | 175,303.0 | 2.0 | |
| Johnson & Johnson | 465,600.2 | 1.9 | |
| Tesla Motors Inc | 723,390.3 | 1.8 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.9 |
| (b) Individuals (high net worth individuals) | 6 | 113.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 11.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 24 | 125.6 |
| By Discretionary | ||
| Discretionary | 24 | 125.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 24 | 125.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.6 | |
| Total | 24 | 125.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001906719] |
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|---|---|---|
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