LYNX CAPITAL GROUP LTD /ADV
Filing Date
Global Rank
#5,239
/ 8,517
▲ 159
Top Industry
Semiconductors
8.1%
3Y Alpha vs SPY
+8.6%
Period ended 47 days ago
Filed Aug 12, 2026 · 4d
11 quarters · since Dec 2023
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+84.4%
SPY
+55.7%
Annualised alpha
+8.4%
Max drawdown
−15.3%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
64 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
5.7%
+0.7 pts
Top 5
19.5%
−0.2 pts
Top 10
34.8%
−0.6 pts
HHI
259
Diversified−5
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 25.2% | $34,660,417 |
| Technology | 17.2% | $23,732,011 |
| Unclassified | 9.7% | $13,417,049 |
| Healthcare | 9.7% | $13,355,298 |
| Energy | 7.4% | $10,244,236 |
| Basic Materials | 5.9% | $8,154,700 |
| Consumer Defensive | 5.4% | $7,386,292 |
| Real Estate | 4.8% | $6,592,699 |
| Consumer Cyclical | 4.6% | $6,391,646 |
| Communication Services | 4.0% | $5,536,912 |
| Utilities | 3.1% | $4,300,982 |
| Industrials | 2.8% | $3,899,776 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
23 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RQI | Cohen & Steers Quality Income Realty Fund Inc | +30,000 | 182,908 | $2,251,597 | |
| CBUS | Cibus, Inc. | +20,000 | 74,000 | $101,380 | |
| ARES | Ares Management Corp | +5,843 | 24,581 | $2,736,111 | |
| ORCL | Oracle Corp | +5,102 | 15,684 | $2,298,490 | |
| OKE | Oneok Inc /New/ | +5,058 | 34,833 | $3,028,381 | |
| ABT | Abbott Laboratories | +4,600 | 45,453 | $4,124,405 | |
| ACN | Accenture plc | +4,568 | 13,144 | $1,635,639 | |
| QCOM | Qualcomm Inc/De | +3,083 | 21,712 | $4,012,160 | |
| PG | PROCTER & GAMBLE Co | +2,562 | 20,900 | $3,064,776 | |
| KKR | KKR & Co. Inc. | +2,000 | 18,071 | $1,658,556 | |
| AAPL | Apple Inc. | +1,910 | 15,803 | $4,572,756 | |
| NVDA | Nvidia Corp | +1,732 | 3,083 | $616,877 | |
| AMZN | Amazon Com Inc | +1,410 | 9,236 | $2,201,308 | |
| TJX | Tjx Companies Inc /De/ | +1,250 | 27,659 | $4,190,338 | |
| KLAC | Kla Corp | +1,242 | 1,380 | $416,359 | |
| MET | Metlife Inc | +896 | 43,198 | $3,654,982 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | +612 | 11,094 | $7,802,853 | |
| V | Visa Inc. | +363 | 10,138 | $3,478,246 | |
| MSFT | Microsoft Corp | +344 | 7,742 | $2,887,920 | |
| PSA | Public Storage | +306 | 9,587 | $3,051,637 | |
| BRK-B | Berkshire Hathaway Inc | +83 | 7,607 | $3,806,466 | |
| GOOGL | Alphabet Inc. | +31 | 11,048 | $3,948,223 | |
| BLK | BlackRock, Inc. | +24 | 3,209 | $3,085,646 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FCX | Freeport-Mcmoran Inc | −1,909 | 71,050 | $4,468,334 | |
| ENB | Enbridge Inc | −1,142 | 66,379 | $3,598,405 | |
| KO | Coca Cola Co | −660 | 46,344 | $3,766,376 | |
| IAU | Ishares Gold Trust | −478 | 58,935 | $4,450,181 | |
| AVGO | Broadcom Inc. | −420 | 14,293 | $5,399,180 | |
| BIPH | Brookfield Infrastructure Partners L.P. | −414 | 27,453 | $423,325 | |
| JPM | Jpmorgan Chase & Co | −354 | 12,983 | $4,249,725 | |
| JNJ | Johnson & Johnson | −289 | 18,234 | $4,630,888 | |
| PPG | Ppg Industries Inc | −238 | 30,393 | $3,686,366 | |
| CVX | Chevron Corp | −190 | 18,363 | $3,043,850 | |
| CEG | Constellation Energy Corp | −170 | 13,420 | $3,333,125 | |
| ALL | Allstate Corp | −94 | 16,184 | $3,850,820 | |
| MRK | Merck & Co., Inc. | −75 | 27,879 | $3,582,451 | |
| GS | Goldman Sachs Group Inc | −48 | 3,708 | $3,750,159 | |
| GLD | Spdr Gold Trust | −20 | 579 | $213,292 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HON | Honeywell International Inc | 8,361 | $1,872,027 | |
| HONA | Honeywell Aerospace Inc. | 8,361 | $1,848,449 | |
| IBM | International Business Machines Corp | 5,000 | $1,406,050 | |
| XOVR | EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF | 45,165 | $950,723 | |
| OMF | OneMain Holdings, Inc. | 10,000 | $609,700 | |
| LRCX | Lam Research Corp | 823 | $356,630 | |
| PLGO | Pelagos Insurance Capital Ltd | 10,000 | $243,500 | |
| MRNA | Moderna, Inc. | 3,000 | $210,090 | |
| MIR | Mirion Technologies, Inc. | 10,000 | $179,300 | |
| SLBT | SL Science Holding Ltd | 17,096 | $81,889 | |
| No positions match the current search. | ||||
64 tracked positions ·
$137,672,018 total
· filing declares
91 positions · $247,700,565
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 64 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 11,094 | $7,802,853 | 5.67% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 14,293 | $5,399,180 | 3.92% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 18,234 | $4,630,888 | 3.36% | |
| AAPL |
Apple Inc.
Technology
|
Added | 15,803 | $4,572,756 | 3.32% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Reduced | 71,050 | $4,468,334 | 3.25% | |
| IAU |
Ishares Gold Trust
|
Reduced | 58,935 | $4,450,181 | 3.23% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 12,983 | $4,249,725 | 3.09% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 27,659 | $4,190,338 | 3.04% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 45,453 | $4,124,405 | 3.00% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 21,712 | $4,012,160 | 2.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 11,048 | $3,948,223 | 2.87% | |
| ALL |
Allstate Corp
Financial Services
|
Reduced | 16,184 | $3,850,820 | 2.80% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 7,607 | $3,806,466 | 2.76% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 46,344 | $3,766,376 | 2.74% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 3,708 | $3,750,159 | 2.72% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
Reduced | 30,393 | $3,686,366 | 2.68% | |
| MET |
Metlife Inc
Financial Services
|
Added | 43,198 | $3,654,982 | 2.65% | |
| ENB |
Enbridge Inc
Energy
|
Reduced | 66,379 | $3,598,405 | 2.61% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 27,879 | $3,582,451 | 2.60% | |
| V |
Visa Inc.
Financial Services
|
Added | 10,138 | $3,478,246 | 2.53% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 13,420 | $3,333,125 | 2.42% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 3,209 | $3,085,646 | 2.24% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 20,900 | $3,064,776 | 2.23% | |
| PSA |
Public Storage
Real Estate
|
Added | 9,587 | $3,051,637 | 2.22% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 18,363 | $3,043,850 | 2.21% | |
| OKE |
Oneok Inc /New/
Energy
|
Added | 34,833 | $3,028,381 | 2.20% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 7,742 | $2,887,920 | 2.10% | |
| ARES |
Ares Management Corp
Financial Services
|
Added | 24,581 | $2,736,111 | 1.99% | |
| ORCL |
Oracle Corp
Technology
|
Added | 15,684 | $2,298,490 | 1.67% | |
| RQI |
Cohen & Steers Quality Income Realty Fund Inc
Financial Services
|
Added | 182,908 | $2,251,597 | 1.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,236 | $2,201,308 | 1.60% | |
| HON |
Honeywell International Inc
Industrials
|
NEW | 8,361 | $1,872,027 | 1.36% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 8,361 | $1,848,449 | 1.34% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Added | 18,071 | $1,658,556 | 1.20% | |
| ACN |
Accenture plc
Technology
|
Added | 13,144 | $1,635,639 | 1.19% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 5,000 | $1,406,050 | 1.02% | |
| PLD |
Prologis, Inc.
Real Estate
|
Held | 10,300 | $1,395,341 | 1.01% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 17,020 | $1,215,228 | 0.88% | |
| XOVR |
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
|
NEW | 45,165 | $950,723 | 0.69% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Held | 3,594 | $785,109 | 0.57% | |
| WELL |
Welltower Inc.
Real Estate
|
Held | 2,878 | $653,219 | 0.47% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Held | 14,625 | $624,195 | 0.45% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,083 | $616,877 | 0.45% | |
| OMF |
OneMain Holdings, Inc.
Financial Services
|
NEW | 10,000 | $609,700 | 0.44% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Held | 3,232 | $580,402 | 0.42% | |
| ET |
Energy Transfer LP
Energy
|
Held | 30,000 | $573,600 | 0.42% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 4,100 | $555,140 | 0.40% | |
| SPH |
Suburban Propane Partners LP
Utilities
|
Held | 31,844 | $544,532 | 0.40% | |
| JEF |
Jefferies Financial Group Inc.
Financial Services
|
Held | 10,000 | $499,800 | 0.36% | |
| VICI |
Vici Properties Inc.
Real Estate
|
Held | 17,190 | $456,394 | 0.33% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.