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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
# 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%

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%