Lynch Investment Planning, LLC
CIK 2110354 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $130.2M
- Posisi
- 56
- Per tanggal
- 30 Juni 2026
#7.819 dari 9.443 berdasarkan nilai 13F · top 82.8%
Nilai portofolio QoQ: +17.0% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 70,49%
- Bobot 25 kepemilikan teratas
- 91,24%
- Posisi di atas 1%
- 18
- Jumlah posisi efektif
- 15,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,35% Perkiraan pembelian $9.952.785 · penjualan $1.633.456
- Posisi baru
- 4
- Meningkat
- 32
- Menurun
- 15
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
4,2%
Industrials
2,3%
Retail
2,1%
Communication Services
1,9%
Financials
1,0%
Healthcare
0,8%
Communications
0,4%
Materials
0,3%
Energy
0,2%
Real Estate
0,2%
Lainnya/Tidak terpetakan
86,7%
Portofolio lengkap 56 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $19.452.982 | 14,95% | 210.964 | $1.712.668 | Naik ×2 | ||
| SPY SPY | $13.490.815 | 10,37% | 18.066 | $2.358.592 | Naik ×2 | ||
| BSV | $10.344.933 | 7,95% | 132.781 | $1.751.752 | Naik ×2 | ||
| DUHP | $9.709.075 | 7,46% | 232.664 | $1.235.960 | Naik ×2 | ||
| IEFA | $8.255.417 | 6,34% | 85.477 | $1.199.760 | Naik ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $7.140.112 | 5,49% | 23.567 | $1.571.721 | Naik ×2 | ||
| IJR | $6.543.530 | 5,03% | 44.121 | $1.710.346 | Naik ×2 | ||
| AGG | $6.162.743 | 4,73% | 62.263 | $443.040 | Naik ×2 | ||
| DIA | $5.737.806 | 4,41% | 10.954 | $1.006.516 | Naik ×2 | ||
| DGRO | $4.905.475 | 3,77% | 64.725 | $449.978 | Naik ×2 | ||
| XMMO | $3.751.348 | 2,88% | 22.049 | $450.415 | Turun ×1 | ||
| VTV | $3.318.425 | 2,55% | 15.227 | $1.262.701 | Naik ×2 | ||
| OEF | $2.617.909 | 2,01% | 7.155 | $180.034 | Turun ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2.511.328 | 1,93% | 7.027 | $477.986 | Turun ×2 | ||
| AAPL Apple Inc. - Common Stock | $2.236.275 | 1,72% | 7.728 | $21.897 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1.773.122 | 1,36% | 2.408 | $375.293 | Turun ×2 | ||
| IJH | $1.623.966 | 1,25% | 21.060 | $131.702 | Turun ×2 | ||
| VCRM | $1.344.105 | 1,03% | 17.593 | $413.823 | Naik ×2 | ||
| NEAR | $1.278.760 | 0,98% | 25.242 | $323.519 | Naik ×2 | ||
| VOO | $1.202.760 | 0,92% | 1.751 | $156.885 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.172.441 | 0,90% | 4.919 | $146.670 | Turun ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1.149.992 | 0,88% | 3.083 | $-9.309 | Turun ×2 | ||
| EFA | $1.122.128 | 0,86% | 10.802 | $83.644 | Naik ×1 | ||
| BRKB | $1.068.268 | 0,82% | 2.135 | $45.238 | |||
| JPM JP Morgan Chase & Co. Common Stock | $836.004 | 0,64% | 2.554 | $109.544 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $682.943 | 0,52% | 3.413 | $85.408 | Turun ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $574.149 | 0,44% | 4.888 | $195.065 | Naik ×1 | ||
| DE Deere & Company Common Stock | $562.763 | 0,43% | 887 | $62.930 | Naik ×2 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $530.377 | 0,41% | 2.350 | $48.942 | |||
| WMT Walmart Inc. - Common Stock | $519.642 | 0,40% | 4.588 | $-51.474 | Naik ×1 | ||
| DFAU | $515.815 | 0,40% | 9.979 | $-37.898 | Turun ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $498.421 | 0,38% | 858 | Naik ×1 | |||
| EMR Emerson Electric Company Common Stock | $460.577 | 0,35% | 3.217 | $39.256 | Naik ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $448.416 | 0,34% | 1.271 | $-43.534 | Turun ×2 | ||
| ABBV AbbVie Inc. Common Stock | $427.696 | 0,33% | 1.700 | $48.899 | Turun ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $414.129 | 0,32% | 1.413 | $6.237 | Naik ×2 | ||
| WFC Wells Fargo & Company Common Stock | $402.989 | 0,31% | 4.876 | $46.691 | Naik ×2 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $388.763 | 0,30% | 3.523 | $-141 | |||
| RTX RTX Corporation Common Stock | $371.681 | 0,29% | 1.959 | $-6.210 | |||
| JNJ Johnson & Johnson Common Stock | $340.066 | 0,26% | 1.339 | $43.331 | Naik ×1 | ||
| IVV | $338.510 | 0,26% | 452 | $43.901 | Naik ×1 | ||
| GD General Dynamics Corporation Common Stock | $313.857 | 0,24% | 886 | $-4.651 | Turun ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $312.022 | 0,24% | 826 | $56.367 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $299.175 | 0,23% | 1.619 | $91.968 | Naik ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $286.887 | 0,22% | 1.301 | $-18.957 | Naik ×2 | ||
| ELV Elevance Health, Inc. Common Stock | $286.880 | 0,22% | 742 | $70.674 | Naik ×1 | ||
| IBM International Business Machines Corporation Common Stock | $279.307 | 0,21% | 993 | $39.931 | Naik ×2 | ||
| KMI Kinder Morgan, Inc. Common Stock | $267.842 | 0,21% | 8.378 | $-2.846 | Naik ×2 | ||
| XBIL US Treasury 6 Month Bill ETF | $253.670 | 0,19% | 5.073 | $-573 | Naik ×1 | ||
| ITW Illinois Tool Works Inc. Common Stock | $248.522 | 0,19% | 913 | $-52.653 | Turun ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $244.681 | 0,19% | 262 | $6.974 | Naik ×1 | ||
| VONV Vanguard Russell 1000 Value ETF | $240.890 | 0,19% | 2.266 | $29.220 | Naik ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $235.343 | 0,18% | 221 | Naik ×1 | |||
| PWR Quanta Services, Inc. Common Stock | $226.813 | 0,17% | 315 | Naik ×1 | |||
| TBUX | $219.936 | 0,17% | 4.419 | Naik ×1 | |||
| O Realty Income Corporation Common Stock | $214.075 | 0,16% | 3.440 | $-7.024 | Turun ×2 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPY | Beli lebih banyak | +995 | +$2.4M |
| BSV | Beli lebih banyak | +23K | +$1.8M |
| BOND | Beli lebih banyak | +19K | +$1.7M |
| IJR | Beli lebih banyak | +5K | +$1.7M |
| QQQM | Beli lebih banyak | +133 | +$1.6M |
| VTV | Beli lebih banyak | +5K | +$1.3M |
| DUHP | Beli lebih banyak | +2K | +$1.2M |
| IEFA | Beli lebih banyak | +8K | +$1.2M |
| DIA | Beli lebih banyak | +761 | +$1.0M |
| GOOGL | Dipangkas | -44 | +$478K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.