Lynx Investment Advisory Portfolio Holdings
Q3 2025•146 long positions•$164.5M portfolio value
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Holding156 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $9.0M 5.46% | +$163.9K Bought | — 122.6K shares | 120.4K → 122.6K +$163.9K | +1.86% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $6.6M 4.02% | -$33.7K Sold | — 101.4K shares | 101.9K → 101.4K −$33.7K | -0.51% | — — | Q2 2024 Held for 1y 5m | |
Consumer Electronics Technology | $6.5M 3.94% | -$115.6K Sold | 0.0% 25.5K shares | 25.9K → 25.5K −$115.6K | -1.75% | $3.78T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.9M 3.59% | +$115.3K Bought | — 74.1K shares | 72.6K → 74.1K +$115.3K | +1.99% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $5.8M 3.52% | +$227.1K Bought | — 16.3K shares | 15.7K → 16.3K +$227.1K | +4.08% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.5M 3.37% | +$546.3K Bought | — 53.8K shares | 48.5K → 53.8K +$546.3K | +10.93% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $5.3M 3.23% | +$256.2K Bought | — 69.4K shares | 66.1K → 69.4K +$256.2K | +5.07% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.3M 3.19% | +$131.0K Bought | — 144.5K shares | 140.9K → 144.5K +$131.0K | +2.56% | — — | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $4.9M 2.95% | +$43.0K Bought | 0.0% 9.4K shares | 9.3K → 9.4K +$43.0K | +0.89% | $3.85T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.2M 2.55% | -$117.8K Sold | — 146.1K shares | 150.2K → 146.1K −$117.8K | -2.73% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $3.7M 2.27% | — | — 51.3K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.6M 2.16% | +$16.0K Bought | — 62.3K shares | 62.0K → 62.3K +$16.0K | +0.45% | — — | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $3.5M 2.15% | +$29.4K Bought | 0.0% 14.5K shares | 14.4K → 14.5K +$29.4K | +0.84% | $2.95T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.4M 2.09% | +$943.2K Bought | — 5.2K shares | 3.7K → 5.2K +$943.2K | +37.85% | — — | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $3.3M 1.99% | +$24.8K Bought | 0.0% 14.9K shares | 14.8K → 14.9K +$24.8K | +0.76% | $2.34T Mega Cap | Q2 2024 Held for 1y 5m | |
Financial - Credit Services Financial Services | $3.2M 1.92% | -$95.6K Sold | 0.001% 5.5K shares | 5.7K → 5.5K −$95.6K | -2.94% | $514.21B Mega Cap | Q2 2024 Held for 1y 5m | |
Insurance - Diversified Financial Services | $2.8M 1.71% | +$49.3K Bought | 0.0% 5.6K shares | 5.5K → 5.6K +$49.3K | +1.78% | $1.08T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.8M 1.71% | +$523.0K Bought | — 35.9K shares | 29.2K → 35.9K +$523.0K | +22.91% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.4M 1.45% | +$178.6K Bought | — 48.2K shares | 44.6K → 48.2K +$178.6K | +8.1% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.4M 1.44% | +$838.0K Bought | — 30.2K shares | 19.6K → 30.2K +$838.0K | +54.65% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $2.0M 1.24% | -$139.6K Sold | 0.0% 11.0K shares | 11.7K → 11.0K −$139.6K | -6.39% | $4.54T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.0M 1.23% | +$119.8 Bought | — 33.7K shares | 33.7K → 33.7K +$119.8 | +0.01% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.9M 1.18% | +$17.5K Bought | — 26.4K shares | 26.2K → 26.4K +$17.5K | +0.91% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.6M 0.947% | +$207.6K Bought | — 11.1K shares | 9.6K → 11.1K +$207.6K | +15.37% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $1.5M 0.928% | -$426.2K Sold | — 23.8K shares | 30.4K → 23.8K −$426.2K | -21.82% | — — | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $1.4M 0.83% | +$15.4K Bought | 0.0% 1.9K shares | 1.8K → 1.9K +$15.4K | +1.14% | $1.84T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.3M 0.817% | +$215.4K Bought | — 15.0K shares | 12.6K → 15.0K +$215.4K | +19.08% | — — | Q2 2024 Held for 1y 5m | |
Financial - Credit Services Financial Services | $1.3M 0.81% | -$1.0K Sold | 0.0% 3.9K shares | 3.9K → 3.9K −$1.0K | -0.08% | $662.60B Mega Cap | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $1.3M 0.765% | -$20.2K Sold | 0.001% 49.4K shares | 50.2K → 49.4K −$20.2K | -1.58% | $144.87B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.3M 0.761% | +$14.9K Bought | — 16.8K shares | 16.6K → 16.8K +$14.9K | +1.2% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.2M 0.715% | +$256.3K Bought | — 61.0K shares | 47.7K → 61.0K +$256.3K | +27.84% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.1M 0.688% | -$62.5K Sold | — 1.8K shares | 1.9K → 1.8K −$62.5K | -5.23% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.1M 0.686% | -$127.5K Sold | — 21.0K shares | 23.3K → 21.0K −$127.5K | -10.15% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.1M 0.673% | -$186.3K Sold | — 42.0K shares | 49.1K → 42.0K −$186.3K | -14.4% | — — | Q2 2024 Held for 1y 5m | |
Regulated Electric Utilities | $1.1M 0.67% | -$45.8K Sold | 0.012% 23.8K shares | 24.8K → 23.8K −$45.8K | -3.98% | $9.3B Mid Cap | Q2 2024 Held for 1y 5m | |
Oil & Gas Exploration & Production Energy | $1.0M 0.618% | -$41.0K Sold | 0.001% 10.8K shares | 11.2K → 10.8K −$41.0K | -3.87% | $118.14B Large Cap | Q2 2024 Held for 1y 5m | |
Diversified Utilities Utilities | $980.2K 0.596% | -$41.4K Sold | 0.01% 74.5K shares | 77.6K → 74.5K −$41.4K | -4.06% | $9.4B Mid Cap | Q1 2025 Held for 8 months | |
ETF ETF | $979.7K 0.595% | -$260.8K Sold | — 7.0K shares | 8.9K → 7.0K −$260.8K | -21.03% | — — | Q2 2024 Held for 1y 5m | |
Oil & Gas Integrated Energy | $977.9K 0.594% | -$21.7K Sold | 0.0% 6.3K shares | 6.4K → 6.3K −$21.7K | -2.17% | $312.88B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $950.3K 0.578% | -$140.1K Sold | — 10.9K shares | 12.5K → 10.9K −$140.1K | -12.85% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $947.8K 0.576% | -$41.0K Sold | — 9.5K shares | 9.9K → 9.5K −$41.0K | -4.15% | — — | Q2 2024 Held for 1y 5m | |
Asset Management Financial Services | $925.8K 0.563% | -$38.2K Sold | 0.013% 20.8K shares | 21.7K → 20.8K −$38.2K | -3.96% | $6.9B Mid Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $921.6K 0.56% | +$2.2K Bought | — 3.4K shares | 3.4K → 3.4K +$2.2K | +0.24% | — — | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $911.0K 0.554% | +$7.1K Bought | 0.0% 3.7K shares | 3.7K → 3.7K +$7.1K | +0.78% | $2.95T Mega Cap | Q2 2024 Held for 1y 5m | |
Telecommunications Services Communication Services | $910.4K 0.553% | -$11.6K Sold | 0.0% 20.7K shares | 21.0K → 20.7K −$11.6K | -1.26% | $185.31B Large Cap | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $908.2K 0.552% | -$6.4K Sold | 0.0% 9.3K shares | 9.3K → 9.3K −$6.4K | -0.7% | $204.31B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $908.0K 0.552% | +$101.9K Bought | — 37.3K shares | 33.1K → 37.3K +$101.9K | +12.65% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $906.3K 0.551% | -$37.7K Sold | — 28.7K shares | 29.9K → 28.7K −$37.7K | -3.99% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $866.9K 0.527% | -$123.5K Sold | — 33.5K shares | 38.3K → 33.5K −$123.5K | -12.47% | — — | Q2 2024 Held for 1y 5m | |
Banks - Diversified Financial Services | $854.3K 0.519% | -$631.0 Sold | 0.0% 2.7K shares | 2.7K → 2.7K −$631.0 | -0.07% | $867.35B Mega Cap | Q2 2024 Held for 1y 5m |
