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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 XMMO INVESCO EXCHANGE TRADED FD T 22,049.0 $3.8M 2.88% -713.0 -3.1% $170.14 -8.2%
2 OEF ISHARES TR 7,155.0 $2.6M 2.01% -510.0 -6.7% $365.89 +4.5%
3 GOOGL ALPHABET INC Communication Services 7,027.0 $2.5M 1.93% -44.0 -0.6% $357.38 -4.0%
4 AAPL APPLE INC Technology 7,728.0 $2.2M 1.72% -997.0 -11.4% $289.37 +9.6%
5 QQQ INVESCO QQQ TR Financial Services 2,408.0 $1.8M 1.36% -14.0 -0.6% $736.35 -2.0%
6 IJH ISHARES TR 21,060.0 $1.6M 1.25% -1K -4.7% $77.11 -0.7%
7 MSFT MICROSOFT CORP Technology 3,083.0 $1.1M 0.88% -49.0 -1.6% $373.01 +37.2%
8 DFAU DIMENSIONAL ETF TRUST 9,979.0 $516K 0.40% -2K -18.7% $51.69 +3.4%
9 HD HOME DEPOT INC Consumer Cyclical 1,271.0 $448K 0.34% -225.0 -15.0% $352.81 -7.1%
10 ABBV ABBVIE INC Healthcare 1,700.0 $428K 0.33% -42.0 -2.4% $251.59 +2.2%
11 GD GENERAL DYNAMICS CORP Industrials 886.0 $314K 0.24% -42.0 -4.5% $354.24 +7.0%
12 ITW ILLINOIS TOOL WKS INC Industrials 913.0 $249K 0.19% -237.0 -20.6% $272.20 +3.6%
13 O REALTY INCOME CORP Real Estate 3,440.0 $214K 0.16% -158.0 -4.4% $62.23 -0.5%

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%