LYNX CAPITAL GROUP LTD /ADV

Q4 2023 13F-HR Holdings

Location
Beachwood, OH
Holdings as of
12/31/2023
Date filed
8/7/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$137,235
Net value change ($000)
—
New positions
80
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IJR 4,703 —
XLK 4,681 —
JPM 4,123 —
RSP 3,999 —
IVE 3,863 —
XLE 3,808 —
ARES 3,781 —
IAU 3,676 —
PMAY 3,530 —
MDY 3,499 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,804 (2.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type