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CIK: 0001013287
Total reported value
$247.7M
$247.7M
83 檔
15.1%
The Q1 2026 SEC filing reveals that Lynx Capital Group LTD /adv held a total portfolio value of $247.7M, covering 83 public equity positions.
In Q1 2026, Lynx Capital Group LTD /adv adopted a defensive or profit-taking posture, trimming 40 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.27% | +1.10% | — | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 3.67% | +0.85% | — | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.23% | +0.22% | — | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.23% | +0.38% | — | |
| 5 | AMLP | Alerian Mlp ETF | ETF-Other | 3.02% | -0.11% | — | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-Other | 3.01% | +0.14% | — | |
| 7 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 2.92% | +0.25% | — | |
| 8 | PMAY | Innovator U.s. Equity Power | ETF-Other | 2.65% | +0.06% | — | |
| 9 | IHI | Ishares U.s. Medical Devices | ETF-Other | 2.53% | -0.02% | — | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 2.44% | -0.64% | — | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.41% | -0.33% | — | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 2.28% | -2.28% | EXIT | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.12% | +0.06% | — | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.11% | -0.24% | — | |
| 15 | FCX | Freeport-mcmoran Inc | Stock-Materials | 2.00% | -0.20% | — | |
| 16 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.96% | -0.27% | — | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.95% | -0.28% | — | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.83% | -0.11% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.79% | -1.79% | EXIT | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.79% | -0.56% | — | |
| 21 | CEG | Constellation Energy | Stock-Utilities | 1.77% | -0.42% | — | |
| 22 | ENB | Enbridge Inc | Stock-Energy | 1.70% | -0.25% | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.68% | -0.14% | — | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.66% | -0.14% | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.64% | +0.21% | — | |
| 26 | ALL | Allstate CORP | Stock-Financials | 1.57% | -0.02% | — | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.56% | -0.11% | — | |
| 28 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.55% | -0.07% | — | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.55% | +0.48% | — | |
| 30 | PPG | Ppg Industries Inc | Stock-Materials | 1.52% | -0.03% | — | |
| 31 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.49% | +0.50% | — | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.48% | +0.03% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.47% | +0.12% | — | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.46% | +0.54% | — | |
| 35 | BLK | Blackrock Inc | Stock-Financials | 1.42% | -0.17% | — | |
| 36 | MET | Metlife Inc | Stock-Financials | 1.39% | +0.09% | — | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 1.39% | -1.39% | EXIT | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 1.37% | +0.03% | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | -0.10% | — | |
| 40 | OKE | Oneok Inc | Stock-Energy | 1.25% | -0.03% | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.23% | +0.01% | — | |
| 42 | PSA | Public Storage | Stock-Real Estate | 1.17% | +0.06% | — | |
| 43 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.15% | +0.40% | — | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 1.12% | +0.50% | — | |
| 45 | ARES | Ares Management CORP - A | Stock-Financials | 0.95% | +0.15% | — | |
| 46 | RQI | Cohen & Steers Qual Inc Rlty | Stock-Other | 0.86% | +0.05% | — | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.79% | -0.13% | — | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.76% | -0.27% | — | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.13% | — | |
| 50 | DFSD | Dimensional Short Duration | ETF-Other | 0.75% | +0.26% | — |
According to official SEC Form 13F filings, Lynx Capital Group LTD /adv reported a total U.S. public equity portfolio value of $247.7M across 83 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RSP, XLK, IVE) accounted for 15.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
RTX
市值: $4.9M
Top Position Liquidated / Trimmed
OC
前期市值: $2.7M
During Q1 2026, Lynx Capital Group LTD /adv's top holdings by market value included RSP (4.3%)、XLK (3.7%)、IVE (3.2%). The largest single position, RSP, represented 4.3% of total portfolio value.
In Q1 2026, Lynx Capital Group LTD /adv made 65 total portfolio adjustments, initiating 4 new buys, adding to 14 positions, trimming 40 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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