Lynch Investment Planning, LLC

CIK

2110354

Location

NEWTOWN SQUARE, PA

Portfolio Value

Micro $891,959

Diversification

Diversified

Filing Date

Global Rank

#7,282 / 8,578 ▲ 47

Top Industry

Consumer Electronics 13.3%

3Y Alpha vs SPY

-6.4%

Period ended 3 months ago

Filed May 13, 2026 · 33d

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

+9.5%

SPY

+11.2%

Annualised alpha

-6.4%

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
COST	Costco Wholesale Corp /New	−15	239	$238,146
ELV	Elevance Health, Inc.	−15	739	$216,342
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

3 positions · $891,959 total · Healthcare only · 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
ABBV	AbbVie Inc. Healthcare	Added	1,742	+1	$378,867	−4.8%	42.48%
JNJ	Johnson & Johnson Healthcare	Reduced	1,214	-53	$296,750	+13.2%	33.27%
ELV	Elevance Health, Inc. Healthcare	Reduced	739	-15	$216,342	−18.1%	24.25%