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 | 4,919.0 | $1.2M | 0.90% | — | — | $238.35 | +7.5% |
| 22 | MSFT | MICROSOFT CORP | Technology | 3,083.0 | $1.1M | 0.88% | -49.0 | -1.6% | $373.01 | +35.4% |
| 23 | EFA | ISHARES TR | — | 10,802.0 | $1.1M | 0.86% | +110.0 | +1.0% | $103.88 | +4.0% |
| 24 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,135.0 | $1.1M | 0.82% | — | — | $500.36 | — |
| 25 | JPM | JPMORGAN CHASE & CO | Financial Services | 2,554.0 | $836K | 0.64% | +84.0 | +3.4% | $327.33 | +8.2% |
| 26 | NVDA | NVIDIA CORPORATION | Technology | 3,413.0 | $683K | 0.53% | — | — | $200.10 | +13.9% |
| 27 | CSCO | CISCO SYS INC | Technology | 4,888.0 | $574K | 0.44% | — | — | $117.46 | -4.5% |
| 28 | DE | DEERE & CO | Industrials | 887.0 | $563K | 0.43% | — | — | $634.46 | -1.9% |
| 29 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 2,350.0 | $530K | 0.41% | — | — | $225.69 | +26.1% |
| 30 | WMT | WALMART INC | Consumer Defensive | 4,588.0 | $520K | 0.40% | — | — | $113.26 | -9.4% |
| 31 | DFAU | DIMENSIONAL ETF TRUST | — | 9,979.0 | $516K | 0.40% | -2K | -18.7% | $51.69 | +3.1% |
| 32 | AMD | ADVANCED MICRO DEVICES INC | Technology | 858.0 | $498K | 0.38% | NEW | — | $580.91 | -17.9% |
| 33 | EMR | EMERSON ELEC CO | Industrials | 3,217.0 | $461K | 0.35% | — | — | $143.17 | +10.2% |
| 34 | HD | HOME DEPOT INC | Consumer Cyclical | 1,271.0 | $448K | 0.34% | -225.0 | -15.0% | $352.81 | -6.9% |
| 35 | ABBV | ABBVIE INC | Healthcare | 1,700.0 | $428K | 0.33% | -42.0 | -2.4% | $251.59 | +2.6% |
| 36 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 1,413.0 | $414K | 0.32% | +9.0 | +0.6% | $293.08 | +4.2% |
| 37 | WFC | WELLS FARGO & CO | Financial Services | 4,876.0 | $403K | 0.31% | +400.0 | +8.9% | $82.65 | +2.8% |
| 38 | SHV | ISHARES TR | — | 3,523.0 | $389K | 0.30% | — | — | $110.35 | +0.0% |
| 39 | RTX | RTX CORPORATION | Industrials | 1,959.0 | $372K | 0.29% | — | — | $189.73 | +11.8% |
| 40 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,339.0 | $340K | 0.26% | +125.0 | +10.3% | $253.97 | +4.6% |
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
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%