Portfolio (Quarterly)
Guide ↗
Lynch Investment Planning, LLC
· CIK 0002110354| # | 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% |
① 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%