Lynch Investment Planning, LLC

CIK

2110354

Location

NEWTOWN SQUARE, PA

Portfolio Value

Micro $33,839,409

Diversification

Diversified

Filing Date

Global Rank

#6,939 / 8,232 ▲ 203

Top Industry

Consumer Electronics 13.3%

3Y Alpha vs SPY

-4.7%

Period ended 2 months ago

Filed May 13, 2026 · 32d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+8.2%

SPY

+9.1%

Annualised alpha

-3.2%

Max drawdown

−8.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

33 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

32.8%

+1.2 pts

Top 5

63.4%

+1.8 pts

Top 10

76.8%

+0.0 pts

HHI

1,430

Diversified+92

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	50.9%	$17,221,178	3
Technology	16.3%	$5,530,103	8
Industrials	6.6%	$2,228,663	6
Financial Services	6.2%	$2,106,001	3
Communication Services	6.0%	$2,033,336	1
Consumer Cyclical	5.4%	$1,823,494	3
Healthcare	2.6%	$891,959	3
Consumer Defensive	2.4%	$808,094	2
Energy	1.7%	$568,609	2
Basic Materials	1.2%	$407,847	1
Real Estate	0.7%	$220,125	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
DIA	Spdr Dow Jones Industrial Average ETF Trust	+1,096	10,193	$4,721,295
SPY	Spdr S&P 500 ETF Trust	+1,074	17,071	$11,101,954
AAPL	Apple Inc.	+720	8,725	$2,214,317
WFC	Wells Fargo & Company/Mn	+25	4,476	$356,334
APD	Air Products & Chemicals, Inc.	+9	1,404	$407,847
XOM	Exxon Mobil Corp	+9	1,756	$297,922
IBM	International Business Machines Corp	+7	988	$239,481
KMI	Kinder Morgan, Inc.	+6	8,073	$270,687
LOW	Lowes Companies Inc	+5	1,294	$305,746
DE	Deere & Co	+3	885	$498,520
EMR	Emerson Electric Co	+2	3,216	$421,360
ABBV	AbbVie Inc.	+1	1,742	$378,867
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
O	Realty Income Corp	−373	3,598	$220,125
RTX	RTX Corp	−231	1,959	$377,891
WMT	Walmart Inc.	−225	4,586	$569,948
CSCO	Cisco Systems, Inc.	−148	4,886	$379,104
HD	Home Depot, Inc.	−133	1,496	$492,019
MSFT	Microsoft Corp	−113	3,132	$1,159,372
ADP	Automatic Data Processing Inc	−110	2,350	$477,473
BRK-B	Berkshire Hathaway Inc	−88	2,135	$1,023,092
GOOGL	Alphabet Inc.	−79	7,071	$2,033,336
JPM	Jpmorgan Chase & Co	−71	2,470	$726,575
QCOM	Qualcomm Inc/De	−69	1,609	$207,207
NVDA	Nvidia Corp	−63	3,426	$597,494
JNJ	Johnson & Johnson	−53	1,214	$296,750
HON	Honeywell International Inc	−51	1,385	$313,051
ITW	Illinois Tool Works Inc	−50	1,150	$299,333
AVGO	Broadcom Inc.	−42	826	$255,655
GD	General Dynamics Corp	−42	928	$318,508
QQQ	Invesco Qqq Trust, Series 1	−39	2,422	$1,397,929
AMZN	Amazon Com Inc	−20	4,925	$1,025,729
ELV	Elevance Health, Inc.	−15	739	$216,342
COST	Costco Wholesale Corp /New	−15	239	$238,146
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

33 positions · $33,839,409 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	17,071	+1,074	$11,101,954	+1.8%	32.81%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	10,193	+1,096	$4,721,295	+8.0%	13.95%
AAPL	Apple Inc. Technology	Added	8,725	+720	$2,214,317	+1.7%	6.54%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,071	-79	$2,033,336	−9.1%	6.01%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,422	-39	$1,397,929	−7.5%	4.13%
MSFT	Microsoft Corp Technology	Reduced	3,132	-113	$1,159,372	−26.1%	3.43%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,925	-20	$1,025,729	−10.1%	3.03%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,135	-88	$1,023,092	−8.4%	3.02%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,470	-71	$726,575	−11.3%	2.15%
NVDA	Nvidia Corp Technology	Reduced	3,426	-63	$597,494	−8.2%	1.77%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,586	-225	$569,948	+6.3%	1.68%
DE	Deere & Co Industrials	Added	885	+3	$498,520	+21.4%	1.47%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,496	-133	$492,019	−12.2%	1.45%
ADP	Automatic Data Processing Inc Technology	Reduced	2,350	-110	$477,473	−24.5%	1.41%
EMR	Emerson Electric Co Industrials	Added	3,216	+2	$421,360	−1.2%	1.25%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	1,404	+9	$407,847	+18.4%	1.21%
CSCO	Cisco Systems, Inc. Technology	Reduced	4,886	-148	$379,104	−2.2%	1.12%
ABBV	AbbVie Inc. Healthcare	Added	1,742	+1	$378,867	−4.8%	1.12%
RTX	RTX Corp Industrials	Reduced	1,959	-231	$377,891	−5.9%	1.12%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,476	+25	$356,334	−14.1%	1.05%
GD	General Dynamics Corp Industrials	Reduced	928	-42	$318,508	−2.5%	0.94%
HON	Honeywell International Inc Industrials	Reduced	1,385	-51	$313,051	+11.7%	0.93%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,294	+5	$305,746	−1.6%	0.90%
ITW	Illinois Tool Works Inc Industrials	Reduced	1,150	-50	$299,333	+1.3%	0.88%
XOM	Exxon Mobil Corp Energy	Added	1,756	+9	$297,922	+41.7%	0.88%
JNJ	Johnson & Johnson Healthcare	Reduced	1,214	-53	$296,750	+13.2%	0.88%
KMI	Kinder Morgan, Inc. Energy	Added	8,073	+6	$270,687	+22.1%	0.80%
AVGO	Broadcom Inc. Technology	Reduced	826	-42	$255,655	−14.9%	0.76%
IBM	International Business Machines Corp Technology	Added	988	+7	$239,481	−17.6%	0.71%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	239	-15	$238,146	+8.7%	0.70%
O	Realty Income Corp Real Estate	Reduced	3,598	-373	$220,125	−1.7%	0.65%
ELV	Elevance Health, Inc. Healthcare	Reduced	739	-15	$216,342	−18.1%	0.64%
QCOM	Qualcomm Inc/De Technology	Reduced	1,609	-69	$207,207	−27.8%	0.61%