Lynx Investment Advisory

13F filer · CIK 0002028812

Reported Jul 27, 2026

13F portfolio value$305MU.S. long equity reported on 13F

Positions109Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight18.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 2026109 positions
AAPLApple Inc.	$9.64M	3.16%	0.00%	+31.0%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$7.56M	2.48%	Not reported	+51.8%	Q2 2024
NOBLNoble International, Ltd.	$6.52M	2.14%	Not reported	-10.2%	Q2 2024
GLDSPDR Gold Trust	$6.25M	2.05%	0.00%	+0.9%	Q2 2024
GLDMWorld Gold Trust	$5.66M	1.86%	0.02%	-1.3%	Q2 2024
GOOGLAlphabet Inc.	$5.32M	1.74%	0.00%	+5.9%	Q2 2024
SPMDSupermedia Inc.	$4.27M	1.40%	Not reported	+0.7%	Q2 2024
IAUIshares Gold Trust	$3.88M	1.27%	0.01%	+7.5%	Q2 2024
MSFTMicrosoft Corp	$3.83M	1.25%	0.00%	+10.5%	Q2 2024
AMZNAmazon Com Inc	$3.67M	1.20%	0.00%	+2.0%	Q2 2024
MAMastercard Inc	$3.58M	1.17%	0.00%	+35.8%	Q2 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3M	0.98%	Not reported	+0.9%	Q2 2024
BRK.BBerkshire Hathaway Inc	$2.79M	0.92%	Not reported	Not reported	Q2 2024
RTXRTX Corp	$2.49M	0.82%	0.00%	Not reported	Q2 2024
NVDANvidia Corp	$2.03M	0.66%	0.00%	+17.1%	Q2 2024
JPMJPMorgan Chase & Co	$1.64M	0.54%	0.00%	+73.5%	Q2 2024
VVisa Inc.	$1.51M	0.49%	0.00%	+19.3%	Q2 2024
PFEPfizer Inc	$1.44M	0.47%	0.00%	+9.9%	Q2 2024
GOOGAlphabet Inc.	$1.35M	0.44%	Not reported	+1.8%	Q2 2024
TFCTruist Financial Corp	$1.3M	0.43%	0.00%	Not reported	Q2 2024
VZVerizon Communications Inc	$1.26M	0.41%	0.00%	+14.1%	Q2 2024
AMDAdvanced Micro Devices Inc	$1.19M	0.39%	0.00%	-11.4%	Q2 2024
OGEOge Energy Corp.	$1.18M	0.39%	0.01%	+0.7%	Q2 2024
PNCPNC Financial Services Group, Inc.	$1.12M	0.37%	0.00%	+31.1%	Q2 2024
DFAXGulf Resources, Inc.	$1.1M	0.36%	Not reported	-8.4%	Q2 2024
AESAes Corp	$1.1M	0.36%	0.01%	+0.2%	Q1 2025
EOIEaton Vance Enhanced Equity Income Fund	$1.09M	0.36%	Not reported	New	Q2 2026
CVXChevron Corp	$1.05M	0.35%	0.00%	+41.7%	Q2 2024
CATCaterpillar Inc	$1.04M	0.34%	0.00%	-11.7%	Q2 2024
EOSEaton Vance Enhanced Equity Income Fund II	$1.01M	0.33%	Not reported	New	Q2 2026
BSVNBank7 Corp.	$986K	0.32%	0.13%	+165.0%	Q2 2024
CSCOCisco Systems, Inc.	$954K	0.31%	0.00%	+67.2%	Q2 2024
WMTWalmart Inc.	$947K	0.31%	0.00%	+109.5%	Q2 2024
METAMeta Platforms, Inc.	$930K	0.30%	Not reported	+5.6%	Q2 2024
IBMInternational Business Machines Corp	$858K	0.28%	0.00%	+36.0%	Q2 2024
CFGCitizens Financial Group Inc	$796K	0.26%	0.00%	+31.4%	Q2 2024
PGPROCTER & GAMBLE Co	$793K	0.26%	0.00%	+68.2%	Q2 2024
GSGoldman Sachs Group Inc	$764K	0.25%	0.00%	+91.6%	Q2 2024
COPConocophillips	$758K	0.25%	0.00%	+0.5%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$750K	0.25%	Not reported	+34.8%	Q2 2024
ABBVAbbVie Inc.	$739K	0.24%	0.00%	+56.6%	Q2 2024
APAAPA Corp	$736K	0.24%	0.01%	+0.4%	Q1 2025
TSLATesla, Inc.	$721K	0.24%	0.00%	+8.6%	Q2 2024
EIXEdison International	$713K	0.23%	0.00%	+0.7%	Q3 2025
SPABASTROTECH Corp	$712K	0.23%	Not reported	-5.7%	Q2 2024
ORCLOracle Corp	$705K	0.23%	0.00%	+89.3%	Q2 2024
ORIOld Republic International Corp	$667K	0.22%	0.01%	+0.4%	Q2 2024
UBERUber Technologies, Inc	$664K	0.22%	0.00%	-0.7%	Q2 2024
JNJJohnson & Johnson	$659K	0.22%	0.00%	+111.4%	Q2 2024
FAFFirst American Financial Corp	$651K	0.21%	0.01%	+0.5%	Q2 2024

Q1 2026Reported Apr 24, 202682 positions
GLDSPDR Gold Trust	$7.23M	3.46%	0.00%	+9.2%	Q2 2024
NOBLNoble International, Ltd.	$6.85M	3.28%	Not reported	+24.1%	Q2 2024
GLDMWorld Gold Trust	$6.69M	3.20%	0.02%	+3.7%	Q2 2024
AAPLApple Inc.	$6.45M	3.08%	0.00%	-0.9%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$4.34M	2.07%	Not reported	+30.6%	Q2 2024
IAUIshares Gold Trust	$4.22M	2.01%	0.01%	-7.4%	Q2 2024
GOOGLAlphabet Inc.	$4.04M	1.93%	0.00%	-3.9%	Q2 2024
SPMDSupermedia Inc.	$3.72M	1.78%	Not reported	+5.9%	Q2 2024
MSFTMicrosoft Corp	$3.44M	1.64%	0.00%	-10.9%	Q2 2024
AMZNAmazon Com Inc	$3.14M	1.50%	0.00%	+0.4%	Q2 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.79M	1.33%	Not reported	+66.7%	Q2 2024
BRK.BBerkshire Hathaway Inc	$2.67M	1.28%	Not reported	+0.8%	Q2 2024
MAMastercard Inc	$2.56M	1.22%	0.00%	-2.9%	Q2 2024
PFEPfizer Inc	$1.52M	0.73%	0.00%	+10.7%	Q2 2024
NVDANvidia Corp	$1.51M	0.72%	0.00%	-8.2%	Q2 2024
VZVerizon Communications Inc	$1.31M	0.62%	0.00%	+26.9%	Q2 2024
OGEOge Energy Corp.	$1.16M	0.55%	0.01%	+1.8%	Q2 2024
VVisa Inc.	$1.11M	0.53%	0.00%	-4.3%	Q2 2024
DFAXGulf Resources, Inc.	$1.11M	0.53%	Not reported	+33.6%	Q2 2024
GOOGAlphabet Inc.	$1.07M	0.51%	Not reported	-0.9%	Q2 2024
AESAes Corp	$1.06M	0.50%	0.01%	+1.3%	Q1 2025
COPConocophillips	$957K	0.46%	0.00%	-32.4%	Q2 2024
APAAPA Corp	$955K	0.46%	0.01%	+13.0%	Q1 2025
CVXChevron Corp	$928K	0.44%	0.00%	+1.6%	Q2 2024
METAMeta Platforms, Inc.	$895K	0.43%	Not reported	-4.5%	Q2 2024
JPMJPMorgan Chase & Co	$848K	0.41%	0.00%	+5.4%	Q2 2024
CATCaterpillar Inc	$780K	0.37%	0.00%	-0.3%	Q2 2024
SPABASTROTECH Corp	$757K	0.36%	Not reported	+15.8%	Q2 2024
PNCPNC Financial Services Group, Inc.	$720K	0.34%	0.00%	+21.9%	Q2 2024
EIXEdison International	$697K	0.33%	0.00%	+3.3%	Q3 2025
UBERUber Technologies, Inc	$666K	0.32%	0.00%	Not reported	Q2 2024
ORIOld Republic International Corp	$647K	0.31%	0.01%	+7.5%	Q2 2024
NFLXNetflix Inc	$647K	0.31%	0.00%	+5.2%	Q2 2024
TSLATesla, Inc.	$587K	0.28%	0.00%	+8.6%	Q2 2024
EMNEastman Chemical Co	$586K	0.28%	0.01%	New	Q1 2026
PLTRPalantir Technologies Inc.	$586K	0.28%	0.00%	-0.3%	Q2 2024
WYWeyerhaeuser Co	$580K	0.28%	0.00%	-1.0%	Q2 2024
FAFFirst American Financial Corp	$569K	0.27%	0.01%	+0.9%	Q2 2024
HBANHuntington Bancshares Inc	$544K	0.26%	0.00%	+1.2%	Q2 2024
IBMInternational Business Machines Corp	$544K	0.26%	0.00%	-21.9%	Q2 2024
RFRegions Financial Corp	$520K	0.25%	0.00%	+2.0%	Q2 2024
CFGCitizens Financial Group Inc	$519K	0.25%	0.00%	+1.2%	Q2 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$501K	0.24%	Not reported	+40.9%	Q2 2024
WMTWalmart Inc.	$496K	0.24%	0.00%	-2.0%	Q2 2024
AMDAdvanced Micro Devices Inc	$472K	0.23%	0.00%	+2.7%	Q2 2024
TROWPrice T Rowe Group Inc	$469K	0.22%	0.00%	+1.2%	Q2 2024
PGPROCTER & GAMBLE Co	$464K	0.22%	0.00%	+19.7%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$436K	0.21%	Not reported	+0.1%	Q2 2024
CHRDChord Energy Corp	$434K	0.21%	0.01%	+12.3%	Q1 2025
UBSIUnited Bankshares Inc	$428K	0.20%	0.01%	+1.4%	Q2 2024

Q4 2025Reported Feb 5, 202684 positions
AAPLApple Inc.	$6.97M	3.81%	0.00%	+0.7%	Q2 2024
GLDSPDR Gold Trust	$6.1M	3.33%	0.00%	-5.5%	Q2 2024
GLDMWorld Gold Trust	$5.95M	3.24%	0.02%	+0.3%	Q2 2024
NOBLNoble International, Ltd.	$5.42M	2.96%	Not reported	-3.2%	Q2 2024
MSFTMicrosoft Corp	$5.04M	2.75%	0.00%	+11.1%	Q2 2024
GOOGLAlphabet Inc.	$4.57M	2.50%	0.00%	+0.5%	Q2 2024
IAUIshares Gold Trust	$4.19M	2.29%	0.01%	+0.7%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$3.48M	1.90%	Not reported	-1.0%	Q2 2024
AMZNAmazon Com Inc	$3.47M	1.89%	0.00%	+1.0%	Q2 2024
SPMDSupermedia Inc.	$3.43M	1.87%	Not reported	-4.9%	Q2 2024
MAMastercard Inc	$3.02M	1.65%	0.00%	-4.7%	Q2 2024
BRK.BBerkshire Hathaway Inc	$2.78M	1.52%	Not reported	-1.3%	Q2 2024
NVDANvidia Corp	$1.76M	0.96%	0.00%	-14.0%	Q2 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.62M	0.88%	Not reported	+2.1%	Q2 2024
VVisa Inc.	$1.35M	0.74%	0.00%	-1.4%	Q2 2024
PFEPfizer Inc	$1.22M	0.67%	0.00%	-0.8%	Q2 2024
GOOGAlphabet Inc.	$1.18M	0.65%	Not reported	+0.9%	Q2 2024
METAMeta Platforms, Inc.	$1.08M	0.59%	Not reported	-11.9%	Q2 2024
AESAes Corp	$1.06M	0.58%	0.01%	-0.7%	Q1 2025
OGEOge Energy Corp.	$1.01M	0.55%	0.01%	-0.7%	Q2 2024
COPConocophillips	$1M	0.55%	0.00%	-0.2%	Q2 2024
JPMJPMorgan Chase & Co	$882K	0.48%	0.00%	+1.0%	Q2 2024
IBMInternational Business Machines Corp	$850K	0.46%	0.00%	-1.6%	Q2 2024
VZVerizon Communications Inc	$836K	0.46%	0.00%	-0.9%	Q2 2024
DFAXGulf Resources, Inc.	$800K	0.44%	Not reported	0.0%	Q2 2024
UBERUber Technologies, Inc	$757K	0.41%	0.00%	-0.1%	Q2 2024
PLTRPalantir Technologies Inc.	$715K	0.39%	0.00%	-0.5%	Q2 2024
ORIOld Republic International Corp	$689K	0.38%	0.01%	-0.8%	Q2 2024
CVXChevron Corp	$672K	0.37%	0.00%	-29.9%	Q2 2024
SPABASTROTECH Corp	$657K	0.36%	Not reported	-23.9%	Q2 2024
TSLATesla, Inc.	$654K	0.36%	0.00%	+2.7%	Q2 2024
CATCaterpillar Inc	$632K	0.34%	0.00%	+5.8%	Q2 2024
NFLXNetflix Inc	$600K	0.33%	0.00%	+37.0%	Q2 2024
HBANHuntington Bancshares Inc	$596K	0.33%	0.00%	-0.6%	Q2 2024
PNCPNC Financial Services Group, Inc.	$592K	0.32%	0.00%	-0.6%	Q2 2024
FAFFirst American Financial Corp	$575K	0.31%	0.01%	-0.9%	Q2 2024
WYWeyerhaeuser Co	$568K	0.31%	0.00%	+97.0%	Q2 2024
EIXEdison International	$553K	0.30%	0.00%	-0.4%	Q3 2025
RFRegions Financial Corp	$529K	0.29%	0.00%	-0.6%	Q2 2024
TROWPrice T Rowe Group Inc	$526K	0.29%	0.00%	-0.8%	Q2 2024
CFGCitizens Financial Group Inc	$500K	0.27%	0.00%	-0.6%	Q2 2024
APAAPA Corp	$487K	0.27%	0.01%	-0.6%	Q1 2025
AMDAdvanced Micro Devices Inc	$484K	0.26%	0.00%	+5.3%	Q2 2024
ORCLOracle Corp	$470K	0.26%	0.00%	-0.9%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$463K	0.25%	Not reported	+0.1%	Q2 2024
ABBVAbbVie Inc.	$459K	0.25%	0.00%	+0.4%	Q2 2024
WMTWalmart Inc.	$454K	0.25%	0.00%	-0.2%	Q2 2024
FNFFidelity National Financial, Inc.	$453K	0.25%	0.00%	-0.5%	Q2 2024
CMAComerica Inc	$427K	0.23%	0.00%	-0.5%	Q2 2024
FFord Motor Co	$411K	0.22%	0.00%	-0.4%	Q2 2024

Q3 2025Reported Nov 6, 202580 positions
AAPLApple Inc.	$6.49M	3.88%	0.00%	-1.8%	Q2 2024
GLDSPDR Gold Trust	$5.79M	3.47%	0.00%	+4.1%	Q2 2024
NOBLNoble International, Ltd.	$5.54M	3.32%	Not reported	+10.9%	Q2 2024
GLDMWorld Gold Trust	$5.31M	3.18%	0.03%	+5.1%	Q2 2024
MSFTMicrosoft Corp	$4.86M	2.91%	0.00%	+0.9%	Q2 2024
IAUIshares Gold Trust	$3.73M	2.23%	0.01%	Not reported	Q2 2024
SPMDSupermedia Inc.	$3.56M	2.13%	Not reported	+0.5%	Q2 2024
GOOGLAlphabet Inc.	$3.53M	2.11%	0.00%	+0.8%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$3.44M	2.06%	Not reported	+37.9%	Q2 2024
AMZNAmazon Com Inc	$3.27M	1.96%	0.00%	+0.8%	Q2 2024
MAMastercard Inc	$3.15M	1.89%	0.00%	-2.9%	Q2 2024
BRK.BBerkshire Hathaway Inc	$2.82M	1.69%	Not reported	+1.8%	Q2 2024
NVDANvidia Corp	$2.04M	1.22%	0.00%	-6.4%	Q2 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.56M	0.93%	Not reported	+15.4%	Q2 2024
METAMeta Platforms, Inc.	$1.37M	0.82%	Not reported	+1.1%	Q2 2024
VVisa Inc.	$1.33M	0.80%	0.00%	-0.1%	Q2 2024
PFEPfizer Inc	$1.26M	0.75%	0.00%	-1.6%	Q2 2024
OGEOge Energy Corp.	$1.1M	0.66%	0.01%	-4.0%	Q2 2024
COPConocophillips	$1.02M	0.61%	0.00%	-3.9%	Q2 2024
AESAes Corp	$980K	0.59%	0.01%	-4.1%	Q1 2025
CVXChevron Corp	$978K	0.59%	0.00%	-2.2%	Q2 2024
GOOGAlphabet Inc.	$911K	0.55%	Not reported	+0.8%	Q2 2024
VZVerizon Communications Inc	$910K	0.54%	0.00%	-1.3%	Q2 2024
UBERUber Technologies, Inc	$908K	0.54%	0.00%	-0.7%	Q2 2024
SPABASTROTECH Corp	$867K	0.52%	Not reported	-12.5%	Q2 2024
JPMJPMorgan Chase & Co	$854K	0.51%	0.00%	-0.1%	Q2 2024
IBMInternational Business Machines Corp	$823K	0.49%	0.00%	-16.5%	Q2 2024
DFAXGulf Resources, Inc.	$767K	0.46%	Not reported	-4.6%	Q2 2024
PLTRPalantir Technologies Inc.	$737K	0.44%	0.00%	-0.3%	Q2 2024
ORCLOracle Corp	$685K	0.41%	0.00%	+0.8%	Q2 2024
ORIOld Republic International Corp	$646K	0.39%	0.01%	-3.9%	Q2 2024
TSLATesla, Inc.	$630K	0.38%	0.00%	-45.1%	Q2 2024
FAFFirst American Financial Corp	$606K	0.36%	0.01%	-4.0%	Q2 2024
HBANHuntington Bancshares Inc	$597K	0.36%	0.00%	-3.9%	Q2 2024
PNCPNC Financial Services Group, Inc.	$573K	0.34%	0.00%	-3.7%	Q2 2024
NFLXNetflix Inc	$560K	0.33%	0.00%	-9.3%	Q2 2024
TROWPrice T Rowe Group Inc	$532K	0.32%	0.00%	-4.0%	Q2 2024
RFRegions Financial Corp	$517K	0.31%	0.00%	-4.0%	Q2 2024
EIXEdison International	$512K	0.31%	0.00%	New	Q3 2025
FNFFidelity National Financial, Inc.	$504K	0.30%	0.00%	-4.1%	Q2 2024
CATCaterpillar Inc	$498K	0.30%	0.00%	+1.0%	Q2 2024
APAAPA Corp	$487K	0.29%	0.01%	-3.5%	Q1 2025
ABBVAbbVie Inc.	$463K	0.28%	0.00%	+0.4%	Q2 2024
CFGCitizens Financial Group Inc	$458K	0.27%	0.00%	-4.0%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$452K	0.27%	Not reported	Not reported	Q2 2024
IPInternational Paper Co	$436K	0.26%	0.00%	-3.9%	Q2 2024
PGPROCTER & GAMBLE Co	$420K	0.25%	0.00%	+1.0%	Q2 2024
WMTWalmart Inc.	$420K	0.25%	0.00%	-0.4%	Q2 2024
UBSIUnited Bankshares Inc	$381K	0.23%	0.01%	-4.0%	Q2 2024
FFord Motor Co	$376K	0.23%	0.00%	-2.7%	Q2 2024

Premium opens every quarter this fund has filed