LYNX CAPITAL GROUP LTD /ADV

Q1 2025 13F-HR Holdings

Location
Beachwood, OH
Holdings as of
3/31/2025
Date filed
8/12/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$194,263
Net value change ($000)
+20,611 (11.9%)
New positions
4
Sold out positions
7
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: 8/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
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)
UNH 3,321 NEW
CEG 2,849 NEW
LMT 2,798 NEW
IAU 2,086 37.3%
TLT 1,684 48.8%
IHI 1,379 28.9%
AMLP 1,362 27.5%
ABT 1,104 46.7%
CVX 1,099 54.9%
IVE 1,016 19.1%
Top Reduces (Value $000, Stocks/ETFs)
STZ -2,527 -100.0%
DIS -2,298 -100.0%
ZTS -2,147 -100.0%
AVGO -1,180 -29.2%
AAPL -553 -14.6%
KKR -359 -21.9%
GOOGL -277 -9.3%
ORCL -266 -15.3%
WMT -246 -100.0%
TSLA -245 -100.0%
Instrument mix + QoQ Δ (ex-options)
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type