Lynx Investment Advisory
CIK
2028812
Location
WASHINGTON, DC, DC
Portfolio Value
Micro
$79,816,462
Diversification
Diversified
Filing Date
Global Rank
#6,116
/ 8,603
▲ 157
· as of Mar 2026
Top Industry
Consumer Electronics
11.3%
3Y Alpha vs SPY
+1.4%
Period ended 3 months ago
Filed Apr 24, 2026 · 3mo
8 quarters · since Jun 2024
Clone Performance
Aug 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+43.1%
SPY
+40.0%
Annualised alpha
+1.4%
Max drawdown
−15.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
74 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.1%
+0.3 pts
Top 5
36.3%
+0.4 pts
Top 10
56.1%
−0.9 pts
HHI
396
Diversified+4
Portfolio Trend
8 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 28.7% | $22,917,025 |
| Technology | 19.5% | $15,542,660 |
| Financial Services | 19.0% | $15,184,795 |
| Communication Services | 9.5% | $7,581,428 |
| Consumer Cyclical | 5.4% | $4,274,616 |
| Energy | 4.1% | $3,274,182 |
| Healthcare | 4.0% | $3,209,576 |
| Utilities | 3.6% | $2,907,748 |
| Consumer Defensive | 2.4% | $1,910,172 |
| Industrials | 2.0% | $1,579,182 |
| Real Estate | 1.1% | $848,636 |
| Basic Materials | 0.7% | $586,442 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VZ | Verizon Communications Inc | +5,516 | 26,036 | $1,307,006 | |
| GIS | General Mills Inc | +5,328 | 11,280 | $419,840 | |
| PFE | Pfizer Inc | +5,246 | 54,291 | $1,524,490 | |
| APA | APA Corp | +2,591 | 22,510 | $955,324 | |
| GLDM | World Gold Trust | +2,578 | 72,228 | $6,694,812 | |
| SPY | Spdr S&P 500 ETF Trust | +1,561 | 6,669 | $4,337,117 | |
| GLD | Spdr Gold Trust | +1,413 | 16,811 | $7,233,604 | |
| ORI | Old Republic International Corp | +1,125 | 16,223 | $647,296 | |
| BEN | Franklin Resources Inc | +999 | 10,547 | $249,119 | |
| AES | Aes Corp | +955 | 74,893 | $1,055,242 | |
| PNC | Pnc Financial Services Group, Inc. | +622 | 3,460 | $719,991 | |
| PG | PROCTER & GAMBLE Co | +529 | 3,214 | $464,228 | |
| OGE | Oge Energy Corp. | +424 | 24,103 | $1,155,979 | |
| HBAN | Huntington Bancshares Inc /Md/ | +419 | 34,778 | $544,275 | |
| RF | Regions Financial Corp | +396 | 19,901 | $519,813 | |
| CHRD | Chord Energy Corp | +334 | 3,050 | $433,649 | |
| NFLX | Netflix Inc | +333 | 6,729 | $646,991 | |
| EIX | Edison International | +302 | 9,518 | $696,527 | |
| USB | US Bancorp De | +254 | 7,645 | $397,615 | |
| JPM | Jpmorgan Chase & Co | +148 | 2,884 | $848,355 | |
| FNF | Fidelity National Financial, Inc. | +148 | 8,441 | $391,493 | |
| UBSI | United Bankshares Inc/Wv | +146 | 10,324 | $427,619 | |
| ORCL | Oracle Corp | +129 | 2,540 | $373,658 | |
| TSLA | Tesla, Inc. | +125 | 1,579 | $586,992 | |
| CFG | Citizens Financial Group Inc/Ri | +98 | 8,651 | $518,798 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −3,798 | 47,819 | $4,215,722 | |
| COP | Conocophillips | −3,481 | 7,252 | $957,264 | |
| JHG | Janus Henderson Group Ltd. | −3,239 | 17,440 | $895,891 | |
| AZN | Astrazeneca PLC | −1,221 | 1,246 | $245,734 | |
| MSFT | Microsoft Corp | −1,136 | 9,284 | $3,436,656 | |
| NVDA | Nvidia Corp | −776 | 8,648 | $1,508,209 | |
| IBM | International Business Machines Corp | −629 | 2,242 | $543,438 | |
| GOOGL | Alphabet Inc. | −567 | 14,047 | $4,039,353 | |
| MRK | Merck & Co., Inc. | −468 | 3,321 | $399,481 | |
| WY | Weyerhaeuser Co | −233 | 23,738 | $579,917 | |
| AAPL | Apple Inc. | −229 | 25,425 | $6,452,608 | |
| CSCO | Cisco Systems, Inc. | −188 | 4,857 | $376,853 | |
| V | Visa Inc. | −167 | 3,685 | $1,113,753 | |
| MA | Mastercard Inc | −152 | 5,130 | $2,563,254 | |
| BAC | Bank Of America Corp /De/ | −151 | 6,087 | $296,740 | |
| ABBV | AbbVie Inc. | −132 | 1,876 | $408,009 | |
| WMT | Walmart Inc. | −81 | 3,990 | $495,874 | |
| META | Meta Platforms, Inc. | −74 | 1,564 | $894,810 | |
| HON | Honeywell International Inc | −70 | 1,027 | $243,453 | |
| JNJ | Johnson & Johnson | −22 | 1,227 | $299,927 | |
| PLTR | Palantir Technologies Inc. | −13 | 4,008 | $586,289 | |
| GS | Goldman Sachs Group Inc | −12 | 394 | $333,317 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −6 | 856 | $289,283 | |
| CAT | Caterpillar Inc | −3 | 1,101 | $780,013 | |
| COST | Costco Wholesale Corp /New | −2 | 330 | $328,820 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EMN | Eastman Chemical Co | 7,684 | $586,442 | |
| CMCSA | Comcast Corp | 13,125 | $376,817 | |
| HPQ | Hp Inc | 19,034 | $365,642 | |
| LNC | Lincoln National Corp | 10,021 | $355,745 | |
| BMY | Bristol Myers Squibb Co | 5,473 | $331,935 | |
| PRU | Prudential Financial Inc | 3,030 | $295,999 | |
| AMAT | Applied Materials Inc /De | 755 | $258,050 | |
| GLW | Corning Inc /Ny | 1,572 | $213,744 | |
| PEP | Pepsico Inc | 1,297 | $201,410 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| F | Ford Motor Co | 31,337 | $411,140 | |
| IP | International Paper Co /New/ | 9,341 | $367,941 | |
| CAG | Conagra Brands Inc. | 20,017 | $346,492 | |
| ADBE | Adobe Inc. | 901 | $315,338 | |
| LLY | ELI LILLY & Co | 227 | $243,950 | |
| KKR | KKR & Co. Inc. | 1,860 | $237,111 | |
| DIS | Walt Disney Co | 1,890 | $215,024 | |
| QCOM | Qualcomm Inc/De | 1,219 | $208,509 | |
| DAL | Delta Air Lines, Inc. | 2,941 | $204,104 | |
| SCHW | Schwab Charles Corp | 2,021 | $201,917 | |
| RQI | Cohen & Steers Quality Income Realty Fund Inc | 11,339 | $129,490 | |
| No positions match the current search. | ||||
74 positions ·
$79,816,462 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 74 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Added | 16,811 | $7,233,604 | 9.06% | |
| GLDM |
World Gold Trust
|
Added | 72,228 | $6,694,812 | 8.39% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 25,425 | $6,452,608 | 8.08% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 6,669 | $4,337,117 | 5.43% | |
| IAU |
Ishares Gold Trust
|
Reduced | 47,819 | $4,215,722 | 5.28% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 14,047 | $4,039,353 | 5.06% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 9,284 | $3,436,656 | 4.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 15,091 | $3,143,001 | 3.94% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 5,582 | $2,674,893 | 3.35% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 5,130 | $2,563,254 | 3.21% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 54,291 | $1,524,490 | 1.91% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 8,648 | $1,508,209 | 1.89% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 26,036 | $1,307,006 | 1.64% | |
| OGE |
Oge Energy Corp.
Utilities
|
Added | 24,103 | $1,155,979 | 1.45% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 3,685 | $1,113,753 | 1.40% | |
| AES |
Aes Corp
Utilities
|
Added | 74,893 | $1,055,242 | 1.32% | |
| COP |
Conocophillips
Energy
|
Reduced | 7,252 | $957,264 | 1.20% | |
| APA |
APA Corp
Energy
|
Added | 22,510 | $955,324 | 1.20% | |
| CVX |
Chevron Corp
Energy
|
Added | 4,485 | $927,945 | 1.16% | |
| JHG |
Janus Henderson Group Ltd.
Financial Services
|
Reduced | 17,440 | $895,891 | 1.12% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,564 | $894,810 | 1.12% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,884 | $848,355 | 1.06% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,101 | $780,013 | 0.98% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 3,460 | $719,991 | 0.90% | |
| EIX |
Edison International
Utilities
|
Added | 9,518 | $696,527 | 0.87% | |
| UBER |
Uber Technologies, Inc
Technology
|
Held | 9,260 | $666,071 | 0.83% | |
| ORI |
Old Republic International Corp
Financial Services
|
Added | 16,223 | $647,296 | 0.81% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 6,729 | $646,991 | 0.81% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,579 | $586,992 | 0.74% | |
| EMN |
Eastman Chemical Co
Basic Materials
|
NEW | 7,684 | $586,442 | 0.73% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 4,008 | $586,289 | 0.73% | |
| WY |
Weyerhaeuser Co
Real Estate
|
Reduced | 23,738 | $579,917 | 0.73% | |
| FAF |
First American Financial Corp
Financial Services
|
Added | 9,435 | $568,834 | 0.71% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
Added | 34,778 | $544,275 | 0.68% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 2,242 | $543,438 | 0.68% | |
| RF |
Regions Financial Corp
Financial Services
|
Added | 19,901 | $519,813 | 0.65% | |
| CFG |
Citizens Financial Group Inc/Ri
Financial Services
|
Added | 8,651 | $518,798 | 0.65% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 3,990 | $495,874 | 0.62% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,321 | $472,159 | 0.59% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Added | 5,200 | $468,727 | 0.59% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 3,214 | $464,228 | 0.58% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 755 | $435,770 | 0.55% | |
| CHRD |
Chord Energy Corp
Energy
|
Added | 3,050 | $433,649 | 0.54% | |
| UBSI |
United Bankshares Inc/Wv
Financial Services
|
Added | 10,324 | $427,619 | 0.54% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Added | 11,280 | $419,840 | 0.53% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,876 | $408,009 | 0.51% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 3,321 | $399,481 | 0.50% | |
| USB |
US Bancorp De
Financial Services
|
Added | 7,645 | $397,615 | 0.50% | |
| FNF |
Fidelity National Financial, Inc.
Financial Services
|
Added | 8,441 | $391,493 | 0.49% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 4,857 | $376,853 | 0.47% |