Portfolio (Quarterly)
Guide ↗
Lynch Investment Planning, LLC
· CIK 0002110354| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | LOW | LOWES COS INC | Consumer Cyclical | 1,289.0 | $311K | 0.30% | NEW | — | $241.13 | -9.2% |
| 42 | AVGO | BROADCOM INC | Technology | 868.0 | $300K | 0.29% | NEW | — | $346.10 | +19.3% |
| 43 | ITW | ILLINOIS TOOL WKS INC | Industrials | 1,200.0 | $297K | 0.28% | NEW | — | $247.87 | +0.0% |
| 44 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 981.0 | $291K | 0.28% | NEW | — | $296.31 | -24.9% |
| 45 | QCOM | QUALCOMM INC | Technology | 1,678.0 | $287K | 0.28% | NEW | — | $171.05 | +15.4% |
| 46 | HON | HONEYWELL INTL INC | Industrials | 1,436.0 | $280K | 0.27% | NEW | — | $195.03 | +11.7% |
| 47 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 754.0 | $264K | 0.25% | NEW | — | $350.65 | +15.2% |
| 48 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,267.0 | $262K | 0.25% | NEW | — | $206.96 | +11.0% |
| 49 | DGRS | WISDOMTREE TR | — | 4,766.0 | $236K | 0.23% | NEW | — | $49.62 | +9.9% |
| 50 | O | REALTY INCOME CORP | Real Estate | 3,971.0 | $225K | 0.21% | NEW | — | $56.64 | +10.1% |
| 51 | KMI | KINDER MORGAN INC DEL | Energy | 8,067.0 | $222K | 0.21% | NEW | — | $27.49 | +24.9% |
| 52 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 254.0 | $219K | 0.21% | NEW | — | $860.84 | +27.0% |
| 53 | XOM | EXXON MOBIL CORP | Energy | 1,747.0 | $210K | 0.20% | NEW | — | $120.35 | +34.6% |
| 54 | HYG | ISHARES TR | — | 2,496.0 | $201K | 0.19% | NEW | — | $80.63 | -1.6% |
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
54.0%
Technology
16.9%
Industrials
8.3%
Communication Services
6.7%
Consumer Cyclical
6.0%
Healthcare
2.8%
Consumer Defensive
2.3%
Energy
1.3%
Basic Materials
1.0%
Real Estate
0.7%