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CIK: 0002028812
Total reported value
$305.2M
$305.2M
147 檔
10.1%
According to the latest 13F quarterly dataset, Lynx Investment Advisory managed an equity portfolio of $305.2M at the end of Q2 2025, spanning 147 distinct U.S. exchange-listed positions.
During Q2 2025, 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 | 5.60% | -1.07% | -29.18% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.13% | -1.44% | -12.68% | |
| 3 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 3.74% | -1.01% | +14.82% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.47% | +0.08% | -2.51% | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.19% | -1.14% | -6.46% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 3.18% | -0.80% | +1.66% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 3.12% | -1.41% | -2.88% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.02% | -0.39% | +0.01% | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.83% | -1.34% | -0.60% | |
| 10 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 2.70% | -0.87% | -8.51% | |
| 11 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.20% | -0.38% | -0.36% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.12% | -0.30% | +0.27% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 2.10% | -0.06% | +0.14% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 2.09% | -0.74% | +0.74% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.75% | -0.36% | +0.27% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.66% | -0.19% | +0.78% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.51% | +0.41% | -15.95% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.48% | -0.53% | +0.75% | |
| 19 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.38% | -0.77% | +11.77% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.26% | +1.20% | -3.66% | |
| 21 | WOOD | Ishares Global Timber & Fore | ETF-Other | 1.26% | -0.33% | -3.12% | |
| 22 | CGW | Invesco S&p Global Water Ind | ETF-Other | 1.24% | -0.24% | -30.60% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.21% | -0.06% | +1.23% | |
| 24 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.99% | -0.47% | +7.47% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | -0.04% | -0.18% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.13% | +0.33% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.83% | -0.35% | +35.46% | |
| 28 | SEIE | Sei Select Intl Equity | ETF-Other | 0.82% | -0.17% | +1.53% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.80% | +0.38% | — | |
| 30 | XLF | Ss Financial Select Sector | ETF-Other | 0.80% | -0.11% | -64.80% | |
| 31 | PFE | Pfizer Inc | Stock-Healthcare | 0.79% | -0.26% | +5.09% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-Other | 0.78% | -0.15% | -0.38% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.78% | -0.25% | +4.76% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.05% | — | |
| 35 | OGE | Oge Energy CORP | Stock-Utilities | 0.72% | -0.16% | +3.72% | |
| 36 | XLE | Ss Energy Select Sector | ETF-Other | 0.70% | -0.35% | +19.91% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.67% | +0.02% | +1.39% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.67% | -0.14% | +0.65% | |
| 39 | COP | Conocophillips | Stock-Energy | 0.66% | -0.21% | +3.92% | |
| 40 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.65% | +0.03% | +7.22% | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.64% | -0.13% | +2.44% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.60% | -0.09% | +2.86% | |
| 43 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.60% | -0.08% | +4.77% | |
| 44 | GNR | State Street Spdr S&p Global | ETF-Other | 0.60% | -0.17% | -45.42% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.59% | -0.21% | +4.10% | |
| 46 | UBER | Uber Technologies Inc | Stock-Industrials | 0.57% | -0.10% | -7.89% | |
| 47 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.57% | +0.08% | +26.89% | |
| 48 | JHG | Janus Henderson Group plc | Stock-Financials | 0.55% | -0.43% | EXIT | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | -0.04% | -7.56% | |
| 50 | AES | Aes CORP | Stock-Utilities | 0.53% | -0.14% | +3.60% |
According to official SEC Form 13F filings, Lynx Investment Advisory reported a total U.S. public equity portfolio value of $305.2M across 147 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPHQ, IJH, IGRO) accounted for 10.1% of total reported equity market value during Q2 2025.
During Q2 2025, Lynx Investment Advisory's top holdings by market value included SPHQ (5.6%)、IJH (4.1%)、IGRO (3.7%). The largest single position, SPHQ, represented 5.6% of total portfolio value.
In Q2 2025, 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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