Lynx Investment Advisory
CIK
2028812
Location
WASHINGTON, DC, DC
Portfolio Value
Micro
$2,907,748
Diversification
Diversified
Filing Date
Global Rank
#5,783
/ 8,232
▲ 275
Top Industry
Consumer Electronics
11.3%
3Y Alpha vs SPY
+1.4%
Period ended 2 months ago
Filed Apr 24, 2026 · 51d
8 quarters · since Jun 2024
Clone Performance
Aug 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+42.2%
SPY
+39.3%
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
75 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.0%
+0.3 pts
Top 5
36.1%
+0.4 pts
Top 10
55.9%
−1.0 pts
HHI
393
Diversified+4
Portfolio Trend
8 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 28.6% | $22,917,025 |
| Technology | 19.4% | $15,542,660 |
| Financial Services | 19.0% | $15,184,795 |
| Communication Services | 9.5% | $7,581,428 |
| Consumer Cyclical | 5.3% | $4,274,616 |
| Energy | 4.5% | $3,572,442 |
| Healthcare | 4.0% | $3,209,576 |
| Utilities | 3.6% | $2,907,748 |
| Consumer Defensive | 2.4% | $1,910,172 |
| Industrials | 2.0% | $1,567,861 |
| 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 PLC | −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 | $232,132 | |
| XOM | Exxon Mobil Corp | −58 | 1,758 | $298,260 | |
| 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 | |
| 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. | ||||
3 positions ·
$2,907,748 total
· Utilities only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities