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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HON	HONEYWELL INTL INC	Industrials	1,385	$313K	0.28%	SOLD
2	XOM	EXXON MOBIL CORP	Energy	1,756	$298K	0.27%	SOLD

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%