Lynx Capital Group Ltd

13F filer · CIK 0001013287

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$248MU.S. long equity reported on 13F

Positions639 new · 4 closed

Net flow last quarter+$715KBuys minus sells

Top 10 positions weight19.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202663 positions
MDYSPDR S&P Midcap 400 ETF Trust	$7.8M	3.15%	Not reported	+5.8%	Q4 2023
AVGOBroadcom Inc.	$5.4M	2.18%	0.00%	-2.9%	Q4 2023
JNJJohnson & Johnson	$4.63M	1.87%	0.00%	-1.6%	Q4 2023
AAPLApple Inc.	$4.57M	1.85%	0.00%	+13.8%	Q4 2023
FCXFreeport-Mcmoran Inc	$4.47M	1.80%	0.00%	-2.6%	Q4 2023
IAUIshares Gold Trust	$4.45M	1.80%	0.01%	-0.8%	Q4 2023
JPMJPMorgan Chase & Co	$4.25M	1.72%	0.00%	-2.7%	Q4 2023
TJXTJX Companies Inc	$4.19M	1.69%	0.00%	+4.7%	Q4 2023
ABTAbbott Laboratories	$4.12M	1.67%	0.00%	+11.3%	Q4 2023
QCOMQualcomm Inc	$4.01M	1.62%	0.00%	+16.6%	Q4 2023
GOOGLAlphabet Inc.	$3.95M	1.59%	0.00%	+0.3%	Q4 2023
ALLAllstate Corp	$3.85M	1.55%	0.01%	-0.6%	Q4 2023
BRK.BBerkshire Hathaway Inc	$3.81M	1.54%	Not reported	+1.1%	Q4 2023
KOCoca Cola Co	$3.77M	1.52%	0.00%	-1.4%	Q4 2023
GSGoldman Sachs Group Inc	$3.75M	1.51%	0.00%	-1.3%	Q4 2023
PPGPPG Industries Inc	$3.69M	1.49%	0.01%	-0.8%	Q4 2024
METMetlife Inc	$3.65M	1.48%	0.01%	+2.1%	Q3 2025
ENBEnbridge Inc	$3.6M	1.45%	0.00%	-1.7%	Q4 2023
MRKMerck & Co., Inc.	$3.58M	1.45%	0.00%	-0.3%	Q4 2023
VVisa Inc.	$3.48M	1.40%	0.00%	+3.7%	Q4 2023
CEGConstellation Energy Corp	$3.33M	1.35%	0.00%	-1.3%	Q1 2025
BLKBlackRock, Inc.	$3.09M	1.25%	0.00%	+0.8%	Q4 2023
PGPROCTER & GAMBLE Co	$3.06M	1.24%	0.00%	+14.0%	Q4 2023
PSAPublic Storage	$3.05M	1.23%	0.01%	+3.3%	Q4 2023
CVXChevron Corp	$3.04M	1.23%	0.00%	-1.0%	Q4 2023
OKEOneok Inc	$3.03M	1.22%	0.01%	+17.0%	Q2 2024
MSFTMicrosoft Corp	$2.89M	1.17%	0.00%	+4.7%	Q4 2023
ARESAres Management Corp	$2.74M	1.10%	0.01%	+31.2%	Q4 2023
ORCLOracle Corp	$2.3M	0.93%	0.00%	+48.2%	Q2 2024
RQICohen & Steers Quality Income Realty Fund Inc	$2.25M	0.91%	Not reported	+19.6%	Q4 2023
AMZNAmazon Com Inc	$2.2M	0.89%	0.00%	+18.0%	Q1 2024
HONHoneywell International Inc	$1.87M	0.76%	0.00%	New	Q2 2026
HONAHoneywell Aerospace Inc.	$1.85M	0.75%	Not reported	New	Q2 2026
KKRKKR & Co. Inc.	$1.66M	0.67%	0.00%	+12.4%	Q4 2023
ACNAccenture plc	$1.64M	0.66%	0.00%	+53.3%	Q4 2023
IBMInternational Business Machines Corp	$1.41M	0.57%	0.00%	New	Q2 2026
PLDPrologis, Inc.	$1.4M	0.56%	0.00%	Not reported	Q4 2023
NFLXNetflix Inc	$1.22M	0.49%	0.00%	Not reported	Q1 2026
BIPBrookfield Infrastructure Partners L.P.	$1M	0.40%	Not reported	-1.5%	Q4 2023
PGRProgressive Corp	$785K	0.32%	0.00%	Not reported	Q4 2023
WELLWelltower Inc.	$653K	0.26%	0.00%	Not reported	Q4 2023
BSXBoston Scientific Corp	$624K	0.25%	0.00%	Not reported	Q4 2023
NVDANvidia Corp	$617K	0.25%	0.00%	+128.2%	Q2 2025
OMFOneMain Holdings, Inc.	$610K	0.25%	0.01%	New	Q2 2026
DLRDigital Realty Trust, Inc.	$580K	0.23%	0.00%	Not reported	Q2 2024
ETEnergy Transfer LP	$574K	0.23%	0.00%	Not reported	Q2 2025
PEPPepsico Inc	$555K	0.22%	0.00%	Not reported	Q2 2025
SPHSuburban Propane Partners LP	$545K	0.22%	0.05%	Not reported	Q4 2023
JEFJefferies Financial Group Inc.	$500K	0.20%	0.00%	Not reported	Q2 2025
VICIVici Properties Inc.	$456K	0.18%	0.00%	Not reported	Q4 2023

Q1 2026Reported Aug 12, 202658 positions
MDYSPDR S&P Midcap 400 ETF Trust	$6.47M	3.01%	Not reported	-1.1%	Q4 2023
IAUIshares Gold Trust	$5.24M	2.44%	0.01%	-0.4%	Q4 2023
RTXRTX Corp	$4.9M	2.28%	0.00%	Not reported	Q4 2023
AVGOBroadcom Inc.	$4.55M	2.12%	0.00%	-1.8%	Q4 2023
JNJJohnson & Johnson	$4.53M	2.11%	0.00%	-1.2%	Q4 2023
FCXFreeport-Mcmoran Inc	$4.29M	2.00%	0.01%	-1.4%	Q4 2023
TJXTJX Companies Inc	$4.22M	1.96%	0.00%	-1.4%	Q4 2023
ABTAbbott Laboratories	$4.19M	1.95%	0.00%	-0.5%	Q4 2023
JPMJPMorgan Chase & Co	$3.92M	1.83%	0.00%	-1.0%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$3.85M	1.79%	Not reported	Not reported	Q4 2023
CVXChevron Corp	$3.84M	1.79%	0.00%	-0.6%	Q4 2023
CEGConstellation Energy Corp	$3.8M	1.77%	0.00%	-1.2%	Q1 2025
ENBEnbridge Inc	$3.66M	1.70%	0.00%	-1.2%	Q4 2023
BRK.BBerkshire Hathaway Inc	$3.61M	1.68%	Not reported	+671.7%	Q4 2023
KOCoca Cola Co	$3.57M	1.66%	0.00%	-1.2%	Q4 2023
AAPLApple Inc.	$3.53M	1.64%	0.00%	-1.9%	Q4 2023
ALLAllstate Corp	$3.38M	1.57%	0.01%	-1.1%	Q4 2023
MRKMerck & Co., Inc.	$3.36M	1.56%	0.00%	-0.5%	Q4 2023
PPGPPG Industries Inc	$3.27M	1.52%	0.01%	Not reported	Q4 2024
GSGoldman Sachs Group Inc	$3.18M	1.48%	0.00%	-32.2%	Q4 2023
GOOGLAlphabet Inc.	$3.17M	1.47%	0.00%	-35.7%	Q4 2023
BLKBlackRock, Inc.	$3.06M	1.42%	0.00%	-1.1%	Q4 2023
METMetlife Inc	$2.99M	1.39%	0.01%	-0.4%	Q3 2025
MDTMedtronic plc	$2.98M	1.39%	0.00%	-0.5%	Q4 2023
VVisa Inc.	$2.95M	1.37%	0.00%	-1.1%	Q4 2023
MSFTMicrosoft Corp	$2.74M	1.27%	0.00%	-2.1%	Q4 2023
OKEOneok Inc	$2.69M	1.25%	0.00%	-0.3%	Q2 2024
PGPROCTER & GAMBLE Co	$2.65M	1.23%	0.00%	-0.5%	Q4 2023
PSAPublic Storage	$2.51M	1.17%	0.01%	0.0%	Q4 2023
QCOMQualcomm Inc	$2.4M	1.12%	0.00%	-0.2%	Q4 2023
ARESAres Management Corp	$2.04M	0.95%	0.01%	-0.4%	Q4 2023
RQICohen & Steers Quality Income Realty Fund Inc	$1.84M	0.86%	Not reported	Not reported	Q4 2023
ACNAccenture plc	$1.7M	0.79%	0.00%	-0.2%	Q4 2023
NFLXNetflix Inc	$1.64M	0.76%	0.00%	New	Q1 2026
AMZNAmazon Com Inc	$1.63M	0.76%	0.00%	-0.3%	Q1 2024
ORCLOracle Corp	$1.56M	0.72%	0.00%	+0.2%	Q2 2024
KKRKKR & Co. Inc.	$1.49M	0.69%	0.00%	Not reported	Q4 2023
PLDPrologis, Inc.	$1.36M	0.63%	0.00%	Not reported	Q4 2023
BIPBrookfield Infrastructure Partners L.P.	$1.01M	0.47%	Not reported	Not reported	Q4 2023
BSXBoston Scientific Corp	$918K	0.43%	0.00%	Not reported	Q4 2023
PGRProgressive Corp	$712K	0.33%	0.00%	Not reported	Q4 2023
PEPPepsico Inc	$637K	0.30%	0.00%	Not reported	Q2 2025
SPHSuburban Propane Partners LP	$627K	0.29%	0.05%	Not reported	Q4 2023
DLRDigital Realty Trust, Inc.	$582K	0.27%	0.00%	Not reported	Q2 2024
ETEnergy Transfer LP	$579K	0.27%	0.00%	Not reported	Q2 2025
WELLWelltower Inc.	$569K	0.26%	0.00%	Not reported	Q4 2023
AMTAmerican Tower Corp	$481K	0.22%	0.00%	Not reported	Q4 2023
VICIVici Properties Inc.	$470K	0.22%	0.00%	Not reported	Q4 2023
JEFJefferies Financial Group Inc.	$413K	0.19%	0.00%	Not reported	Q2 2025
METAMeta Platforms, Inc.	$379K	0.18%	Not reported	-1.8%	Q4 2023

Q4 2025Reported Aug 12, 202660 positions
MDYSPDR S&P Midcap 400 ETF Trust	$6.4M	2.93%	Not reported	+0.4%	Q4 2023
GOOGLAlphabet Inc.	$5.36M	2.46%	0.00%	-0.9%	Q4 2023
AVGOBroadcom Inc.	$5.19M	2.38%	0.00%	-7.3%	Q4 2023
ABTAbbott Laboratories	$5.14M	2.36%	0.00%	+63.9%	Q4 2023
GSGoldman Sachs Group Inc	$4.87M	2.23%	0.00%	-0.5%	Q4 2023
CEGConstellation Energy Corp	$4.86M	2.23%	0.00%	-1.8%	Q1 2025
IAUIshares Gold Trust	$4.84M	2.22%	0.01%	-50.1%	Q4 2023
JPMJPMorgan Chase & Co	$4.34M	1.99%	0.00%	-1.1%	Q4 2023
TJXTJX Companies Inc	$4.11M	1.89%	0.00%	-0.5%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$4.04M	1.85%	Not reported	Not reported	Q4 2023
JNJJohnson & Johnson	$3.88M	1.78%	0.00%	-0.1%	Q4 2023
AAPLApple Inc.	$3.85M	1.77%	0.00%	-0.1%	Q4 2023
FCXFreeport-Mcmoran Inc	$3.76M	1.72%	0.01%	-0.1%	Q4 2023
MSFTMicrosoft Corp	$3.66M	1.68%	0.00%	-0.4%	Q4 2023
VVisa Inc.	$3.47M	1.59%	0.00%	0.0%	Q4 2023
BLKBlackRock, Inc.	$3.45M	1.58%	0.00%	-0.2%	Q4 2023
ALLAllstate Corp	$3.42M	1.57%	0.01%	-0.1%	Q4 2023
METMetlife Inc	$3.35M	1.54%	0.01%	0.0%	Q3 2025
KOCoca Cola Co	$3.33M	1.52%	0.00%	-0.1%	Q4 2023
MDTMedtronic plc	$3.32M	1.52%	0.00%	-0.2%	Q4 2023
ENBEnbridge Inc	$3.27M	1.50%	0.00%	-0.1%	Q4 2023
QCOMQualcomm Inc	$3.19M	1.46%	0.00%	-0.2%	Q4 2023
ARESAres Management Corp	$3.04M	1.39%	0.01%	-0.1%	Q4 2023
MRKMerck & Co., Inc.	$2.96M	1.36%	0.00%	-26.3%	Q4 2023
CVXChevron Corp	$2.84M	1.30%	0.00%	-0.1%	Q4 2023
OCOwens Corning	$2.7M	1.24%	0.03%	New	Q4 2025
PGPROCTER & GAMBLE Co	$2.64M	1.21%	0.00%	-0.1%	Q4 2023
PSAPublic Storage	$2.41M	1.10%	0.01%	-6.1%	Q4 2023
ACNAccenture plc	$2.31M	1.06%	0.00%	-0.1%	Q4 2023
OKEOneok Inc	$2.19M	1.01%	0.00%	-8.9%	Q2 2024
NVONovo Nordisk A S	$2.14M	0.98%	Not reported	-1.2%	Q4 2023
ORCLOracle Corp	$2.06M	0.94%	0.00%	-0.3%	Q2 2024
KKRKKR & Co. Inc.	$2.05M	0.94%	0.00%	Not reported	Q4 2023
AMZNAmazon Com Inc	$1.81M	0.83%	0.00%	-1.5%	Q1 2024
RQICohen & Steers Quality Income Realty Fund Inc	$1.75M	0.80%	Not reported	-15.2%	Q4 2023
STZConstellation Brands, Inc.	$1.52M	0.70%	Not reported	Not reported	Q4 2024
BSXBoston Scientific Corp	$1.39M	0.64%	0.00%	Not reported	Q4 2023
PLDPrologis, Inc.	$1.31M	0.60%	0.00%	Not reported	Q4 2023
BIPBrookfield Infrastructure Partners L.P.	$968K	0.44%	Not reported	Not reported	Q4 2023
PGRProgressive Corp	$818K	0.38%	0.00%	Not reported	Q4 2023
JEFJefferies Financial Group Inc.	$620K	0.28%	0.00%	Not reported	Q2 2025
SPHSuburban Propane Partners LP	$590K	0.27%	0.05%	Not reported	Q4 2023
PEPPepsico Inc	$588K	0.27%	0.00%	-8.9%	Q2 2025
WELLWelltower Inc.	$534K	0.24%	0.00%	Not reported	Q4 2023
DLRDigital Realty Trust, Inc.	$500K	0.23%	0.00%	+4.6%	Q2 2024
ETEnergy Transfer LP	$495K	0.23%	0.00%	+50.0%	Q2 2025
BRK.BBerkshire Hathaway Inc	$490K	0.22%	Not reported	Not reported	Q4 2023
AMTAmerican Tower Corp	$489K	0.22%	0.00%	Not reported	Q4 2023
VICIVici Properties Inc.	$483K	0.22%	0.00%	Not reported	Q4 2023
METAMeta Platforms, Inc.	$446K	0.20%	Not reported	Not reported	Q4 2023

Q3 2025Reported Aug 12, 202659 positions
IAUIshares Gold Trust	$8.71M	4.04%	0.02%	-2.0%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$6.3M	2.92%	Not reported	-0.2%	Q4 2023
AVGOBroadcom Inc.	$5.33M	2.47%	0.00%	-3.8%	Q4 2023
CEGConstellation Energy Corp	$4.61M	2.14%	0.00%	-0.9%	Q1 2025
GSGoldman Sachs Group Inc	$4.43M	2.06%	0.00%	-1.9%	Q4 2023
JPMJPMorgan Chase & Co	$4.3M	1.99%	0.00%	-2.0%	Q4 2023
GOOGLAlphabet Inc.	$4.2M	1.95%	0.00%	-1.1%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$3.94M	1.83%	Not reported	Not reported	Q4 2023
MSFTMicrosoft Corp	$3.93M	1.82%	0.00%	-0.7%	Q4 2023
TJXTJX Companies Inc	$3.89M	1.80%	0.00%	-1.0%	Q4 2023
BLKBlackRock, Inc.	$3.76M	1.74%	0.00%	-1.0%	Q4 2023
AAPLApple Inc.	$3.61M	1.67%	0.00%	-3.0%	Q4 2023
ALLAllstate Corp	$3.54M	1.64%	0.01%	+0.2%	Q4 2023
METMetlife Inc	$3.5M	1.62%	0.01%	New	Q3 2025
JNJJohnson & Johnson	$3.48M	1.61%	0.00%	+0.4%	Q4 2023
ENBEnbridge Inc	$3.45M	1.60%	0.00%	-0.6%	Q4 2023
VVisa Inc.	$3.38M	1.57%	0.00%	+0.1%	Q4 2023
ABTAbbott Laboratories	$3.36M	1.56%	0.00%	-2.8%	Q4 2023
MDTMedtronic plc	$3.3M	1.53%	0.00%	+0.3%	Q4 2023
MRKMerck & Co., Inc.	$3.2M	1.48%	0.00%	+36.2%	Q4 2023
KOCoca Cola Co	$3.16M	1.46%	0.00%	+0.4%	Q4 2023
QCOMQualcomm Inc	$3.11M	1.44%	0.00%	+0.3%	Q4 2023
ARESAres Management Corp	$3.01M	1.40%	0.01%	-0.9%	Q4 2023
ORCLOracle Corp	$2.98M	1.38%	0.00%	+0.5%	Q2 2024
FCXFreeport-Mcmoran Inc	$2.91M	1.35%	0.01%	+0.7%	Q4 2023
CVXChevron Corp	$2.9M	1.35%	0.00%	+0.9%	Q4 2023
PSAPublic Storage	$2.86M	1.32%	0.01%	+0.9%	Q4 2023
PGPROCTER & GAMBLE Co	$2.83M	1.31%	0.00%	+0.8%	Q4 2023
PPGPPG Industries Inc	$2.44M	1.13%	0.01%	+0.8%	Q4 2024
OKEOneok Inc	$2.39M	1.11%	0.01%	+1.3%	Q2 2024
NVONovo Nordisk A S	$2.36M	1.10%	Not reported	+1.3%	Q4 2023
RQICohen & Steers Quality Income Realty Fund Inc	$2.25M	1.04%	Not reported	+3.0%	Q4 2023
ACNAccenture plc	$2.12M	0.98%	0.00%	+1.9%	Q4 2023
KKRKKR & Co. Inc.	$2.09M	0.97%	0.00%	-0.2%	Q4 2023
AMZNAmazon Com Inc	$1.75M	0.81%	0.00%	Not reported	Q1 2024
BSXBoston Scientific Corp	$1.43M	0.66%	0.00%	Not reported	Q4 2023
PLDPrologis, Inc.	$1.18M	0.55%	0.00%	Not reported	Q4 2023
BIPBrookfield Infrastructure Partners L.P.	$917K	0.43%	Not reported	Not reported	Q4 2023
PGRProgressive Corp	$888K	0.41%	0.00%	Not reported	Q4 2023
JEFJefferies Financial Group Inc.	$654K	0.30%	0.00%	Not reported	Q2 2025
PEPPepsico Inc	$632K	0.29%	0.00%	-10.0%	Q2 2025
SPHSuburban Propane Partners LP	$594K	0.28%	0.05%	Not reported	Q4 2023
VICIVici Properties Inc.	$561K	0.26%	0.00%	Not reported	Q4 2023
ETHAiShares Ethereum Trust ETF	$539K	0.25%	0.00%	New	Q3 2025
AMTAmerican Tower Corp	$536K	0.25%	0.00%	Not reported	Q4 2023
DLRDigital Realty Trust, Inc.	$534K	0.25%	0.00%	Not reported	Q2 2024
WELLWelltower Inc.	$513K	0.24%	0.00%	Not reported	Q4 2023
METAMeta Platforms, Inc.	$496K	0.23%	Not reported	Not reported	Q4 2023
BRK.BBerkshire Hathaway Inc	$490K	0.23%	Not reported	Not reported	Q4 2023
GLDSPDR Gold Trust	$427K	0.20%	0.00%	-3.4%	Q4 2023

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