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Lynch Investment Planning Portfolio holdings

AUM $130M
This Fund
S&P 500
This Quarter Est. Return
+10.75%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$130M
AUM Growth
+$18.9M
Cap. Flow
+$7.99M
Cap. Flow %
6.14%
Top 10 Hldgs %
70.49%
Holding
58
New
4
Increased
32
Reduced
15
Closed
2

Top Buys

Rank Stock Value
1
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.81M
2
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.72M
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$992K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$724K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$721K

Top Sells

Rank Stock Value
1
HON icon
Honeywell
HON
+$313K
2
XOM icon
ExxonMobil
XOM
+$298K
3
AAPL icon
Apple
AAPL
+$285K
4
OEF icon
iShares S&P 100 ETF
OEF
+$183K
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$116K

Sector Composition

Rank Sector Weight
1 Technology 5.04%
2 Communication Services 1.93%
3 Industrials 1.86%
4 Financials 1.77%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
26
NVIDIA
NVDA
$5.31T
$683K 0.52%
3,413
-13
-0.4% -$2.67K
CSCO icon
27
Cisco
CSCO
$435B
$574K 0.44%
4,888
+2
+0% +$209
DE icon
28
Deere & Co
DE
$164B
$563K 0.43%
887
+2
+0.2% +$1.16K
ADP icon
29
Automatic Data Processing
ADP
$110B
$530K 0.41%
2,350
– –
WMT icon
30
Walmart Inc
WMT
$838B
$520K 0.4%
4,588
+2
+0% +$248
DFAU icon
31
Dimensional US Core Equity Market ETF
DFAU
$12.8B
$516K 0.4%
9,979
-2,293
-19% -$115K
AMD icon
32
Advanced Micro Devices
AMD
$771B
$498K 0.38%
+858
New +$352K
EMR icon
33
Emerson Electric
EMR
$87.5B
$461K 0.35%
3,217
+1
+0% +$141
HD icon
34
Home Depot
HD
$333B
$448K 0.34%
1,271
-225
-15% -$73.2K
ABBV icon
35
AbbVie
ABBV
$467B
$428K 0.33%
1,700
-42
-2% -$9.04K
APD icon
36
Air Products & Chemicals
APD
$68.5B
$414K 0.32%
1,413
+9
+0.6% +$2.62K
WFC icon
37
Wells Fargo
WFC
$258B
$403K 0.31%
4,876
+400
+9% +$32.1K
SHV icon
38
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$389K 0.3%
3,523
– –
RTX icon
39
RTX Corp
RTX
$294B
$372K 0.29%
1,959
– –
JNJ icon
40
Johnson & Johnson
JNJ
$655B
$340K 0.26%
1,339
+125
+10% +$29.1K
IVV icon
41
iShares Core S&P 500 ETF
IVV
$895B
$339K 0.26%
452
+1
+0.2% +$728
GD icon
42
General Dynamics
GD
$105B
$314K 0.24%
886
-42
-5% -$14.4K
AVGO icon
43
Broadcom
AVGO
$1.74T
$312K 0.24%
826
– –
QCOM icon
44
Qualcomm
QCOM
$171B
$299K 0.23%
1,619
+10
+0.6% +$1.87K
LOW icon
45
Lowe's Companies
LOW
$120B
$287K 0.22%
1,301
+7
+0.5% +$1.59K
ELV icon
46
Elevance Health
ELV
$85.8B
$287K 0.22%
742
+3
+0.4% +$1.11K
IBM icon
47
IBM
IBM
$222B
$279K 0.21%
993
+5
+0.5% +$1.26K
KMI icon
48
Kinder Morgan
KMI
$71.8B
$268K 0.21%
8,378
+305
+4% +$9.83K
XBIL icon
49
US Treasury 6 Month Bill ETF
XBIL
$749M
$254K 0.19%
5,073
+6
+0.1% +$301
ITW icon
50
Illinois Tool Works
ITW
$80.7B
$249K 0.19%
913
-237
-21% -$61.5K
1
2
3

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MAM
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Lynch Investment Planning's Q2 2026 Portfolio in Review

As of Q2 2026, Lynch Investment Planning held 58 positions worth $130M, up 17% from $111M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Lynch Investment Planning deployed $7.99M of net new capital in Q2 2026, opening 4 new positions and adding to 32 existing holdings. Its largest new stake was Advanced Micro Devices: 858 shares worth $498K.

By sector, the portfolio is most concentrated in Technology at 5% of assets, up from 5% a quarter earlier, followed by Communication Services and Industrials.

On the sell side, the largest reduction was Apple, an estimated $285K trimmed.

  • Lynch Investment Planning's largest Q2 2026 buy was Advanced Micro Devices: 858 shares worth $498K.
  • Lynch Investment Planning added most to Vanguard Short-Term Bond ETF in Q2 2026, an estimated $1.81M increase.
  • Lynch Investment Planning's biggest Q2 2026 reduction was Apple, cutting an estimated $285K.
  • Lynch Investment Planning fully exited Honeywell in Q2 2026, selling an estimated $313K.
  • Lynch Investment Planning's ten largest holdings make up 70% of its $130M portfolio in Q2 2026.
  • Lynch Investment Planning opened 4 new positions and closed 2 in Q2 2026.
  • Lynch Investment Planning's portfolio value rose 17% quarter-over-quarter to $130M.

Based on Lynch Investment Planning's 13F filing for Q2 2026, filed 17 Jul 2026.