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Portfolio (Quarterly) Guide ↗

Lynch Investment Planning, LLC

· CIK 0002110354
13F Portfolio $130M AUM 56 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 23 Added 13 Reduced 2 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM INTERNATIONAL BUSINESS MACHS Technology 993.0 $279K 0.21% +5.0 +0.5% $281.28 -16.2%
22 KMI KINDER MORGAN INC DEL Energy 8,378.0 $268K 0.21% +305.0 +3.8% $31.97 -1.3%
23 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 262.0 $245K 0.19% +23.0 +9.6% $933.90 +1.2%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 58.0%
Technology 15.7%
Industrials 7.7%
Communication Services 6.5%
Consumer Cyclical 5.0%
Healthcare 2.7%
Consumer Defensive 2.0%
Basic Materials 1.1%
Energy 0.7%
Real Estate 0.6%