Lynx Investment Advisory
CIK
2028812
Location
WASHINGTON, DC, DC
Portfolio Value
Small
$105,176,815
Diversification
Diversified
Filing Date
Global Rank
#5,830
/ 8,517
▲ 326
Top Industry
Consumer Electronics
11.9%
3Y Alpha vs SPY
+4.8%
Period ended 46 days ago
Filed Jul 27, 2026 · 19d
9 quarters · since Jun 2024
Clone Performance
Aug 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
+53.8%
SPY
+42.8%
Annualised alpha
+4.5%
Max drawdown
−15.0%
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 9 quarters. Past performance does not predict future results.
Portfolio Concentration
94 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
9.2%
+1.6 pts
Top 5
32.7%
+0.9 pts
Top 10
49.6%
−1.4 pts
HHI
327
Diversified−17
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 22.9% | $24,098,070 |
| Technology | 22.3% | $23,502,779 |
| Financial Services | 21.0% | $22,075,927 |
| Communication Services | 8.2% | $8,626,680 |
| Healthcare | 5.5% | $5,759,746 |
| Industrials | 5.4% | $5,724,017 |
| Consumer Cyclical | 4.8% | $5,030,871 |
| Utilities | 3.1% | $3,216,317 |
| Energy | 2.8% | $2,898,036 |
| Consumer Defensive | 2.3% | $2,443,084 |
| Real Estate | 1.2% | $1,283,869 |
| Basic Materials | 0.5% | $517,419 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +7,885 | 33,310 | $9,638,579 | |
| HPQ | Hp Inc | +6,780 | 25,814 | $566,357 | |
| PFE | Pfizer Inc | +5,347 | 59,638 | $1,436,081 | |
| WMT | Walmart Inc. | +4,369 | 8,359 | $946,738 | |
| VZ | Verizon Communications Inc | +3,674 | 29,710 | $1,257,919 | |
| IAU | Ishares Gold Trust | +3,577 | 51,396 | $3,880,911 | |
| SPY | Spdr S&P 500 ETF Trust | +3,452 | 10,121 | $7,558,059 | |
| CSCO | Cisco Systems, Inc. | +3,264 | 8,121 | $953,892 | |
| CFG | Citizens Financial Group Inc/Ri | +2,713 | 11,364 | $796,275 | |
| ORCL | Oracle Corp | +2,269 | 4,809 | $704,758 | |
| PG | PROCTER & GAMBLE Co | +2,192 | 5,406 | $792,734 | |
| JPM | Jpmorgan Chase & Co | +2,121 | 5,005 | $1,638,285 | |
| CVX | Chevron Corp | +1,869 | 6,354 | $1,053,237 | |
| MA | Mastercard Inc | +1,835 | 6,965 | $3,577,223 | |
| MRK | Merck & Co., Inc. | +1,585 | 4,906 | $630,421 | |
| NVDA | Nvidia Corp | +1,482 | 10,130 | $2,026,909 | |
| JNJ | Johnson & Johnson | +1,367 | 2,594 | $658,796 | |
| PNC | Pnc Financial Services Group, Inc. | +1,077 | 4,537 | $1,117,099 | |
| ABBV | AbbVie Inc. | +1,062 | 2,938 | $739,317 | |
| MSFT | Microsoft Corp | +973 | 10,257 | $3,826,064 | |
| AZN | Astrazeneca PLC | +898 | 2,144 | $406,544 | |
| IBM | International Business Machines Corp | +808 | 3,050 | $857,690 | |
| V | Visa Inc. | +712 | 4,397 | $1,508,565 | |
| GS | Goldman Sachs Group Inc | +361 | 755 | $763,583 | |
| AMZN | Amazon Com Inc | +302 | 15,393 | $3,668,766 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −2,906 | 14,880 | $5,317,663 | |
| GLDM | World Gold Trust | −935 | 71,293 | $5,662,089 | |
| BAC | Bank Of America Corp /De/ | −543 | 5,544 | $315,895 | |
| AMD | Advanced Micro Devices Inc | −264 | 2,057 | $1,194,930 | |
| CAT | Caterpillar Inc | −129 | 972 | $1,035,082 | |
| UBER | Uber Technologies, Inc | −65 | 9,195 | $663,511 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −7 | 849 | $405,456 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
23 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RTX | RTX Corp | 13,124 | $2,490,015 | |
| TFC | Truist Financial Corp | 26,046 | $1,297,609 | |
| EOI | Eaton Vance Enhanced Equity Income Fund | 55,505 | $1,091,228 | |
| EOS | Eaton Vance Enhanced Equity Income Fund II | 45,996 | $1,013,751 | |
| UNH | Unitedhealth Group Inc | 1,385 | $575,646 | |
| MRVL | Marvell Technology, Inc. | 1,884 | $561,224 | |
| ROK | Rockwell Automation, Inc | 615 | $304,474 | |
| TMO | Thermo Fisher Scientific Inc. | 594 | $297,807 | |
| PH | Parker-Hannifin Corp | 303 | $296,370 | |
| DAL | Delta Air Lines, Inc. | 2,955 | $276,764 | |
| NVS | Novartis AG | 1,709 | $267,834 | |
| GEV | GE Vernova Inc. | 223 | $261,992 | |
| INTC | Intel Corp | 1,852 | $258,593 | |
| PSA | Public Storage | 710 | $226,000 | |
| AEP | American Electric Power Co Inc | 1,628 | $222,725 | |
| NET | Cloudflare, Inc. | 900 | $220,752 | |
| CINF | Cincinnati Financial Corp | 1,189 | $220,131 | |
| ABT | Abbott Laboratories | 2,400 | $217,775 | |
| UPS | United Parcel Service Inc | 1,988 | $213,709 | |
| ARE | Alexandria Real Estate Equities, Inc. | 4,000 | $211,400 | |
| CVS | CVS HEALTH Corp | 2,033 | $210,313 | |
| FLR | Fluor Corp | 4,000 | $209,560 | |
| QCOM | Qualcomm Inc/De | 1,126 | $208,072 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AKRE | Akre Focus ETF | 89,139 | $4,710,996 | |
| VEA | Vanguard FTSE Developed Markets ETF | 48,787 | $3,126,270 | |
| VIG | Vanguard Dividend Appreciation ETF | 13,550 | $2,914,063 | |
| BIV | Vanguard Intermediate-Term Bond ETF | 36,140 | $2,789,285 | |
| VB | Vanguard Morningstar Small-Cap ETF | 2,024 | $530,126 | |
| BNDX | Vanguard Total International Bond ETF | 9,290 | $446,384 | |
| XOM | ExxonMobil Holdings Corp | 1,758 | $298,260 | |
| HON | Honeywell International Inc | 1,027 | $232,132 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 2,842 | $213,434 | |
| PEP | Pepsico Inc | 1,297 | $201,410 | |
| JHG | Janus Henderson Group Ltd. | 17,440 | $0 | |
| No positions match the current search. | ||||
94 tracked positions ·
$105,176,815 total
· 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 94 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 33,310 | $9,638,579 | 9.16% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 10,121 | $7,558,059 | 7.19% | |
| GLD |
Spdr Gold Trust
|
Added | 16,959 | $6,247,356 | 5.94% | |
| GLDM |
World Gold Trust
|
Reduced | 71,293 | $5,662,089 | 5.38% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 14,880 | $5,317,663 | 5.06% | |
| IAU |
Ishares Gold Trust
|
Added | 51,396 | $3,880,911 | 3.69% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 10,257 | $3,826,064 | 3.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 15,393 | $3,668,766 | 3.49% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 6,965 | $3,577,223 | 3.40% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 5,582 | $2,793,175 | 2.66% | |
| RTX |
RTX Corp
Industrials
|
NEW | 13,124 | $2,490,015 | 2.37% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 10,130 | $2,026,909 | 1.93% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,005 | $1,638,285 | 1.56% | |
| V |
Visa Inc.
Financial Services
|
Added | 4,397 | $1,508,565 | 1.43% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 59,638 | $1,436,081 | 1.37% | |
| TFC |
Truist Financial Corp
Financial Services
|
NEW | 26,046 | $1,297,609 | 1.23% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 29,710 | $1,257,919 | 1.20% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 2,057 | $1,194,930 | 1.14% | |
| OGE |
Oge Energy Corp.
Utilities
|
Added | 24,260 | $1,180,491 | 1.12% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 4,537 | $1,117,099 | 1.06% | |
| AES |
Aes Corp
Utilities
|
Added | 75,005 | $1,099,573 | 1.05% | |
| EOI |
Eaton Vance Enhanced Equity Income Fund
Financial Services
|
NEW | 55,505 | $1,091,228 | 1.04% | |
| CVX |
Chevron Corp
Energy
|
Added | 6,354 | $1,053,237 | 1.00% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 972 | $1,035,082 | 0.98% | |
| EOS |
Eaton Vance Enhanced Equity Income Fund II
Financial Services
|
NEW | 45,996 | $1,013,751 | 0.96% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 8,121 | $953,892 | 0.91% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 8,359 | $946,738 | 0.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,651 | $929,990 | 0.88% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 3,050 | $857,690 | 0.82% | |
| CFG |
Citizens Financial Group Inc/Ri
Financial Services
|
Added | 11,364 | $796,275 | 0.76% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 5,406 | $792,734 | 0.75% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 755 | $763,583 | 0.73% | |
| COP |
Conocophillips
Energy
|
Added | 7,290 | $757,867 | 0.72% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,018 | $749,655 | 0.71% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,938 | $739,317 | 0.70% | |
| APA |
APA Corp
Energy
|
Added | 22,609 | $736,374 | 0.70% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,714 | $720,907 | 0.69% | |
| EIX |
Edison International
Utilities
|
Added | 9,584 | $713,528 | 0.68% | |
| ORCL |
Oracle Corp
Technology
|
Added | 4,809 | $704,758 | 0.67% | |
| ORI |
Old Republic International Corp
Financial Services
|
Added | 16,292 | $666,667 | 0.63% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 9,195 | $663,511 | 0.63% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,594 | $658,796 | 0.63% | |
| FAF |
First American Financial Corp
Financial Services
|
Added | 9,486 | $650,643 | 0.62% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 4,906 | $630,421 | 0.60% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
Added | 34,991 | $620,389 | 0.59% | |
| RF |
Regions Financial Corp
Financial Services
|
Added | 20,047 | $605,418 | 0.58% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Added | 5,227 | $594,257 | 0.57% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 1,385 | $575,646 | 0.55% | |
| WY |
Weyerhaeuser Co
Real Estate
|
Added | 23,774 | $569,149 | 0.54% | |
| HPQ |
Hp Inc
Technology
|
Added | 25,814 | $566,357 | 0.54% |
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.