Lynch Investment Planning, LLC

CIK

2110354

Location

NEWTOWN SQUARE, PA

Portfolio Value

Micro $39,403,647

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,208 / 8,517 ▲ 513

Top Industry

Internet Content & Information 13.6%

3Y Alpha vs SPY

+0.1%

Period ended 47 days ago

Filed Jul 17, 2026 · 30d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+13.2%

SPY

+13.9%

Annualised alpha

-1.6%

Max drawdown

−8.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

34 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

34.2%

+2.3 pts

Top 5

65.3%

+3.6 pts

Top 10

77.8%

+2.0 pts

HHI

1,531

Moderately concentrated+169

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	53.3%	$20,986,657	3
Technology	16.6%	$6,558,384	9
Communication Services	6.4%	$2,511,238	1
Industrials	6.1%	$2,417,793	7
Financial Services	5.9%	$2,307,284	3
Consumer Cyclical	4.8%	$1,907,507	3
Healthcare	2.7%	$1,054,806	3
Consumer Defensive	1.9%	$764,729	2
Basic Materials	1.1%	$414,263	1
Energy	0.7%	$267,844	1
Real Estate	0.5%	$213,142	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+995	18,066	$13,491,146
DIA	Spdr Dow Jones Industrial Average ETF Trust	+761	10,954	$5,722,260
WFC	Wells Fargo & Company/Mn	+400	4,876	$402,952
KMI	Kinder Morgan, Inc.	+305	8,378	$267,844
JNJ	Johnson & Johnson	+125	1,339	$340,065
JPM	Jpmorgan Chase & Co	+84	2,554	$836,000
COST	Costco Wholesale Corp /New	+23	262	$245,093
QCOM	Qualcomm Inc/De	+10	1,619	$299,175
APD	Air Products & Chemicals, Inc.	+9	1,413	$414,263
LOW	Lowes Companies Inc	+7	1,301	$286,857
IBM	International Business Machines Corp	+5	993	$279,241
ELV	Elevance Health, Inc.	+3	742	$286,953
CSCO	Cisco Systems, Inc.	+2	4,888	$574,144
DE	Deere & Co	+2	887	$562,650
WMT	Walmart Inc.	+2	4,588	$519,636
EMR	Emerson Electric Co	+1	3,217	$460,513
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−997	7,728	$2,236,174
ITW	Illinois Tool Works Inc	−237	913	$246,939
HD	Home Depot, Inc.	−225	1,271	$448,256
O	Realty Income Corp	−158	3,440	$213,142
MSFT	Microsoft Corp	−49	3,083	$1,150,020
GOOGL	Alphabet Inc.	−44	7,027	$2,511,238
GD	General Dynamics Corp	−42	886	$313,856
ABBV	AbbVie Inc.	−42	1,700	$427,788
QQQ	Invesco Qqq Trust, Series 1	−14	2,408	$1,773,251
NVDA	Nvidia Corp	−13	3,413	$682,907
AMZN	Amazon Com Inc	−6	4,919	$1,172,394
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	858	$498,420
CAT	Caterpillar Inc	221	$235,342
PWR	Quanta Services, Inc.	315	$226,812
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
VCRM	Vanguard Core Tax-Exempt Bond ETF	12,379	$930,281
HON	Honeywell International Inc	1,385	$313,051
XOM	ExxonMobil Holdings Corp	1,756	$297,922
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

34 tracked positions · $39,403,647 total · as of Jun 30, 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	18,066	+995	$13,491,146	+21.5%	34.24%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	10,954	+761	$5,722,260	+21.2%	14.52%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,027	-44	$2,511,238	+23.5%	6.37%
AAPL	Apple Inc. Technology	Reduced	7,728	-997	$2,236,174	+1.0%	5.68%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,408	-14	$1,773,251	+26.8%	4.50%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,919	-6	$1,172,394	+14.3%	2.98%
MSFT	Microsoft Corp Technology	Reduced	3,083	-49	$1,150,020	−0.8%	2.92%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,135	0	$1,068,332	+4.4%	2.71%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,554	+84	$836,000	+15.1%	2.12%
NVDA	Nvidia Corp Technology	Reduced	3,413	-13	$682,907	+14.3%	1.73%
CSCO	Cisco Systems, Inc. Technology	Added	4,888	+2	$574,144	+51.4%	1.46%
DE	Deere & Co Industrials	Added	887	+2	$562,650	+12.9%	1.43%
ADP	Automatic Data Processing Inc Technology	Held	2,350	0	$526,282	+10.2%	1.34%
WMT	Walmart Inc. Consumer Defensive	Added	4,588	+2	$519,636	−8.8%	1.32%
AMD	Advanced Micro Devices Inc Technology	NEW	858	NEW	$498,420	NEW	1.26%
EMR	Emerson Electric Co Industrials	Added	3,217	+1	$460,513	+9.3%	1.17%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,271	-225	$448,256	−8.9%	1.14%
ABBV	AbbVie Inc. Healthcare	Reduced	1,700	-42	$427,788	+12.9%	1.09%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	1,413	+9	$414,263	+1.6%	1.05%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,876	+400	$402,952	+13.1%	1.02%
RTX	RTX Corp Industrials	Held	1,959	0	$371,681	−1.6%	0.94%
JNJ	Johnson & Johnson Healthcare	Added	1,339	+125	$340,065	+14.6%	0.86%
GD	General Dynamics Corp Industrials	Reduced	886	-42	$313,856	−1.5%	0.80%
AVGO	Broadcom Inc. Technology	Held	826	0	$312,021	+22.0%	0.79%
QCOM	Qualcomm Inc/De Technology	Added	1,619	+10	$299,175	+44.4%	0.76%
ELV	Elevance Health, Inc. Healthcare	Added	742	+3	$286,953	+32.6%	0.73%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,301	+7	$286,857	−6.2%	0.73%
IBM	International Business Machines Corp Technology	Added	993	+5	$279,241	+16.6%	0.71%
KMI	Kinder Morgan, Inc. Energy	Added	8,378	+305	$267,844	−1.1%	0.68%
ITW	Illinois Tool Works Inc Industrials	Reduced	913	-237	$246,939	−17.5%	0.63%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	262	+23	$245,093	+2.9%	0.62%
CAT	Caterpillar Inc Industrials	NEW	221	NEW	$235,342	NEW	0.60%
PWR	Quanta Services, Inc. Industrials	NEW	315	NEW	$226,812	NEW	0.58%
O	Realty Income Corp Real Estate	Reduced	3,440	-158	$213,142	−3.2%	0.54%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.