Portfolio (Quarterly)
Guide ↗
Lynch Investment Planning, LLC
· CIK 0002110354| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | Technology | 858.0 | $498K | 0.38% | NEW | — | $580.91 | -17.9% |
| 2 | CAT | CATERPILLAR INC | Industrials | 221.0 | $235K | 0.18% | NEW | — | $1064.90 | -23.3% |
| 3 | PWR | QUANTA SVCS INC | Industrials | 315.0 | $227K | 0.17% | NEW | — | $720.04 | -13.6% |
| 4 | TBUX | T ROWE PRICE EXCHANGE-TRADED | — | 4,419.0 | $220K | 0.17% | NEW | — | $49.77 | +0.0% |
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%