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Portfolio (Quarterly) Guide ↗

Lynch Investment Planning, LLC

· CIK 0002110354
13F Portfolio $111M AUM 54 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 19 Added 26 Reduced 2 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 826.0 $256K 0.23% -42.0 -4.8% $309.51 +35.9%
22 XBIL RBB FD INC 5,067.0 $254K 0.23% -2K -26.9% $50.18 -0.1%
23 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 239.0 $238K 0.21% -15.0 -5.9% $994.59 +5.5%
24 O REALTY INCOME CORP Real Estate 3,598.0 $221K 0.20% -373.0 -9.4% $61.45 -0.5%
25 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 739.0 $216K 0.19% -15.0 -2.0% $292.57 +34.2%
26 QCOM QUALCOMM INC Technology 1,609.0 $207K 0.19% -69.0 -4.1% $128.78 +56.5%
Page 2 of 2  ·  26 positions

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 55.8%
Technology 15.4%
Industrials 8.3%
Communication Services 6.2%
Consumer Cyclical 5.5%
Healthcare 2.7%
Consumer Defensive 2.5%
Energy 1.7%
Basic Materials 1.2%
Real Estate 0.7%