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CIK: 0002028812
Total reported value
$305.2M
$305.2M
146 檔
10.9%
During the Q4 2024 filing period, Lynx Investment Advisory (CIK: 0002028812) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $305.2M across 146 reported positions.
During Q4 2024, Lynx Investment Advisory's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 6.43% | -1.07% | +2.27% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.14% | -1.44% | +15.01% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.51% | +0.08% | +2.05% | |
| 4 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.61% | -1.14% | +26.97% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 2.93% | -1.41% | +10.39% | |
| 6 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 2.86% | -1.01% | +15.68% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 2.78% | -0.80% | +8.15% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.64% | -0.39% | +0.64% | |
| 9 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 2.62% | -0.87% | +5.26% | |
| 10 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.45% | -0.38% | +2.18% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.36% | -1.34% | -2.22% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.21% | -0.30% | -0.97% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 2.05% | -0.06% | -4.61% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.94% | +0.41% | +42.82% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | -0.19% | +1.34% | |
| 16 | CGW | Invesco S&p Global Water Ind | ETF-Other | 1.74% | -0.24% | +0.71% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.73% | -0.36% | +0.52% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.72% | -0.74% | — | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.47% | -0.53% | +7.11% | |
| 20 | WOOD | Ishares Global Timber & Fore | ETF-Other | 1.41% | -0.33% | +2.49% | |
| 21 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.31% | -0.77% | +10.04% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.18% | +1.20% | +5.52% | |
| 23 | GNR | State Street Spdr S&p Global | ETF-Other | 1.17% | -0.17% | -12.88% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | -0.06% | +9.01% | |
| 25 | INTC | Intel CORP | Stock-Tech | 0.99% | +0.08% | NEW | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | -0.04% | +43.25% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.76% | -0.25% | +192.26% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.76% | -0.04% | -1.18% | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 0.72% | -0.11% | -0.52% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.13% | +14.78% | |
| 31 | ETR | Entergy CORP | Stock-Utilities | 0.72% | — | +60.66% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.05% | -5.58% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.68% | -0.21% | +3.73% | |
| 34 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.67% | +0.03% | +2.52% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.66% | -0.15% | +12.20% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.65% | -0.35% | +1.14% | |
| 37 | SEIE | Sei Select Intl Equity | ETF-Other | 0.65% | -0.17% | — | |
| 38 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.63% | -0.13% | -25.11% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.62% | -0.35% | -21.20% | |
| 40 | ORI | Old Republic Intl CORP | Stock-Financials | 0.62% | -0.09% | -0.14% | |
| 41 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.60% | -0.17% | -17.39% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.56% | -0.26% | +14.16% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.55% | -0.14% | +4.54% | |
| 44 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.54% | — | +3.61% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.53% | +0.02% | +2.45% | |
| 46 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.52% | -0.08% | +21.37% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | +0.44% | -0.27% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.09% | +1.72% | |
| 49 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.49% | +0.06% | +0.15% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | -0.07% | +5.86% |
According to official SEC Form 13F filings, Lynx Investment Advisory reported a total U.S. public equity portfolio value of $305.2M across 146 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPHQ, IJH, AAPL) accounted for 10.9% of total reported equity market value during Q4 2024.
During Q4 2024, Lynx Investment Advisory's top holdings by market value included SPHQ (6.4%)、IJH (5.1%)、AAPL (4.5%). The largest single position, SPHQ, represented 6.4% of total portfolio value.
In Q4 2024, Lynx Investment Advisory made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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