Lynx Investment Advisory

Q4 2025 13F-HR Holdings

Location
Washington, Dc, DC
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
166
Total value ($000)
$183,264
Net value change ($000)
+16,111 (9.6%)
New positions
22
Sold out positions
6
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/6/2025 Next filing: 4/24/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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)
AKRE 5,730 NEW
GOOGL 1,040 29.4%
GLDM 638 12.0%
EFA 585 NEW
MCHI 497 NEW
AAPL 487 7.5%
IAU 459 12.3%
IHE 445 NEW
IWR 440 NEW
FLIN 422 133.5%
Top Reduces (Value $000, Stocks/ETFs)
DFAE -364 -40.2%
IPG -308 -100.0%
CVX -306 -31.3%
NVDA -287 -14.0%
META -284 -20.8%
UNH -251 -100.0%
SPHD -249 -10.5%
TTE -242 -100.0%
PCH -232 -100.0%
INDA -231 -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