Lynch Investment Planning, LLC
Lynch Investment Planning, LLC reported 56 holdings worth US$130M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
Lynch Investment Planning, LLC reported 56 holdings worth US$130M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Amazon.com, Inc. Filed Jul 17, 2026 (Form 13F).
- Holdings
- 56
- Value as reported
- US$130M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 7,027 | US$2.51M | 1.9% |
| Apple Inc | 7,728 | US$2.24M | 1.7% |
| Amazon.com, Inc. | 4,919 | US$1.17M | 0.90% |
| Microsoft Corp. | 3,083 | US$1.15M | 0.88% |
| Berkshire Hathaway Inc. | 2,135 | US$1.07M | 0.82% |
| Jp Morgan Chase & Co. | 2,554 | US$836K | 0.64% |
| Nvidia Corporation | 3,413 | US$683K | 0.52% |
| Cisco Systems, Inc. | 4,888 | US$574K | 0.44% |
| Deere & Company | 887 | US$563K | 0.43% |
| Automatic Data Processing, Inc. | 2,350 | US$530K | 0.41% |
| Walmart Inc. | 4,588 | US$520K | 0.40% |
| Advanced Micro Devices Inc | 858 | US$498K | 0.38% |
| Emerson Electric Company | 3,217 | US$461K | 0.35% |
| Home Depot, Inc. (the) | 1,271 | US$448K | 0.34% |
| Abbvie Inc. | 1,700 | US$428K | 0.33% |
| Air Products And Chemicals, Inc. | 1,413 | US$414K | 0.32% |
| Wells Fargo & Company | 4,876 | US$403K | 0.31% |
| Rtx Corporation | 1,959 | US$372K | 0.29% |
| Johnson & Johnson | 1,339 | US$340K | 0.26% |
| General Dynamics Corporation | 886 | US$314K | 0.24% |
| Broadcom Inc. | 826 | US$312K | 0.24% |
| Qualcomm Incorporated | 1,619 | US$299K | 0.23% |
| Lowe's Companies, Inc. | 1,301 | US$287K | 0.22% |
| Elevance Health, Inc. | 742 | US$287K | 0.22% |
| International Business Machines Corporation | 993 | US$279K | 0.21% |
| Kinder Morgan, Inc. | 8,378 | US$268K | 0.21% |
| Illinois Tool Works Inc. | 913 | US$249K | 0.19% |
| Costco Wholesale Corporation | 262 | US$245K | 0.19% |
| Caterpillar, Inc. | 221 | US$235K | 0.18% |
| Quanta Services, Inc. | 315 | US$227K | 0.17% |
| Realty Income Corporation | 3,440 | US$214K | 0.16% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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