Lynx Investment Advisory

Q2 2026 13F-HR Holdings

Location
Washington, Dc, DC
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
230
Total value ($000)
$305,232
Net value change ($000)
+95,989 (45.9%)
New positions
53
Sold out positions
4
Turnover %
10.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VEA 5,096 163.0%
VSS 4,159 1077.5%
VCIT 3,856 1065.2%
VTI 3,845 835.9%
VT 3,604 1546.8%
VB 3,433 647.7%
SPY 3,221 74.3%
AAPL 3,186 49.4%
VCSH 3,158 1200.8%
VNQ 2,761 1366.8%
Top Reduces (Value $000, Stocks/ETFs)
AKRE -2,264 -48.1%
GLDM -1,033 -15.4%
GLD -987 -13.6%
JANUS HENDERSON GROUP PLC -896 -100.0%
IJH -836 -10.7%
SPHD -765 -22.1%
FGD -727 -17.1%
TDTT -450 -21.3%
BIV -352 -12.6%
IAU -335 -7.9%
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