Long-term investor
Lynch Investment Planning, LLC @lynchinvestmentplanningl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002110354).
Record
- Tracked since 2025-12-31 (301 days), 61 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -0.1% · 1 year n/a · all -0.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 72201R775 · 11.7% · long · since 2025-12-31
- 78462F103 · 10.5% · long · since 2025-12-31
- 921937827 · 8.3% · long · since 2025-12-31
- 25239Y196 · 7.3% · long · since 2026-09-30
- 46432F842 · 6.5% · long · since 2025-12-31
- 46138G649 · 5.7% · long · since 2025-12-31
- 464287804 · 4.7% · long · since 2025-12-31
- DIA · 4.2% · long · since 2025-12-31
- 464287226 · 4.0% · long · since 2025-12-31
- 922908744 · 3.8% · long · since 2025-12-31
- 46434V621 · 3.6% · long · since 2025-12-31
- 46137V464 · 2.4% · long · since 2025-12-31