Portfolio (Quarterly)
Guide ↗
Lynch Investment Planning, LLC
· CIK 0002110354| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AMZN | AMAZON COM INC | Consumer Cyclical | 4,925.0 | $1.0M | 0.92% | — | — | $208.28 | +25.2% |
| 22 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,135.0 | $1.0M | 0.92% | -88.0 | -4.0% | $479.17 | — |
| 23 | NEAR | ISHARES U S ETF TR | — | 18,791.0 | $955K | 0.86% | +798.0 | +4.4% | $50.84 | -0.5% |
| 24 | — | VANGUARD MUN BD FDS | — | 12,379.0 | $930K | 0.84% | +3K | +31.1% | $75.15 | — |
| 25 | JPM | JPMORGAN CHASE & CO | Financial Services | 2,470.0 | $726K | 0.65% | -71.0 | -2.8% | $294.11 | +2.1% |
| 26 | NVDA | NVIDIA CORPORATION | Technology | 3,426.0 | $598K | 0.54% | -63.0 | -1.8% | $174.41 | +26.8% |
| 27 | WMT | WALMART INC | Consumer Defensive | 4,586.0 | $571K | 0.51% | -225.0 | -4.7% | $124.53 | +6.6% |
| 28 | DFAU | DIMENSIONAL ETF TRUST | — | 12,272.0 | $554K | 0.50% | -2K | -13.2% | $45.12 | +11.7% |
| 29 | DE | DEERE & CO | Industrials | 885.0 | $500K | 0.45% | — | — | $564.78 | -1.3% |
| 30 | HD | HOME DEPOT INC | Consumer Cyclical | 1,496.0 | $492K | 0.44% | -133.0 | -8.2% | $328.84 | -10.4% |
| 31 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 2,350.0 | $481K | 0.43% | -110.0 | -4.5% | $204.87 | +9.6% |
| 32 | EMR | EMERSON ELEC CO | Industrials | 3,216.0 | $421K | 0.38% | — | — | $131.01 | -1.4% |
| 33 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 1,404.0 | $408K | 0.37% | +9.0 | +0.7% | $290.52 | +1.0% |
| 34 | SHV | ISHARES TR | — | 3,523.0 | $389K | 0.35% | -163.0 | -4.4% | $110.39 | -0.1% |
| 35 | CSCO | CISCO SYS INC | Technology | 4,886.0 | $379K | 0.34% | -148.0 | -2.9% | $77.59 | +52.0% |
| 36 | ABBV | ABBVIE INC | Healthcare | 1,742.0 | $379K | 0.34% | — | — | $217.45 | -3.6% |
| 37 | RTX | RTX CORPORATION | Industrials | 1,959.0 | $378K | 0.34% | -231.0 | -10.6% | $192.90 | -8.7% |
| 38 | WFC | WELLS FARGO & CO | Financial Services | 4,476.0 | $356K | 0.32% | +25.0 | +0.6% | $79.60 | -6.6% |
| 39 | GD | GENERAL DYNAMICS CORP | Industrials | 928.0 | $319K | 0.29% | -42.0 | -4.3% | $343.22 | -0.6% |
| 40 | HON | HONEYWELL INTL INC | Industrials | 1,385.0 | $313K | 0.28% | -51.0 | -3.5% | $226.03 | -4.5% |
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
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%