Lynx Investment Advisory

Q1 2026 13F-HR Holdings

Location
Washington, Dc, DC
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
181
Total value ($000)
$209,243
Net value change ($000)
+25,979 (14.2%)
New positions
31
Sold out positions
16
Turnover %
6.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VIG 2,548 696.2%
IGRO 1,910 30.6%
SPHQ 1,608 17.2%
NOBL 1,434 26.5%
SPHD 1,329 62.3%
IJH 1,301 20.1%
TDTT 1,287 155.6%
SCHX 1,200 96.5%
VYM 1,167 72.0%
GLD 1,132 18.6%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,602 -31.8%
AKRE -1,019 -17.8%
GOOGL -535 -11.7%
AAPL -521 -7.5%
MA -453 -15.0%
CMA -427 -100.0%
F -411 -100.0%
FEZ -402 -49.0%
RSP -371 -100.0%
IP -368 -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.
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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