1y return+9.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $129 against $157 in the S&P 500.2
Lynx Capital Group Ltd /advS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RSPInvesco Exchange Traded Fd T | $13.3M | 5.4% | +30.7% |
| XLKSelect Sector Spdr Tr | $11.2M | 4.5% | |
| IJRIshares Tr | $8.9M | 3.6% | +8.0% |
| IVEIshares Tr | $8.5M | 3.4% | +14.4% |
| FEZSpdr Index Shs Fds | $7.9M | 3.2% | +13.0% |
| MDYState Str Spdr S&p Midcap 40 | $7.8M | 3.2% | +5.8% |
| AMLPAlps Etf Tr | $7.2M | 2.9% | +12.7% |
| PMAYInnovator Etfs Trust | $6.7M | 2.7% | +13.9% |
| IHIIshares Tr | $6.2M | 2.5% | +23.3% |
| AVGOBroadcom Inc | $5.4M | 2.2% | −2.9% |
| TLTIshares Tr | $5.1M | 2.1% | |
| AGGIshares Tr | $5.0M | 2.0% | +51.2% |
| LQDIshares Tr | $4.9M | 2.0% | +57.8% |
| GSYInvesco Actively Managed Exc | $4.9M | 2.0% | +53.9% |
| JNJJohnson & Johnson | $4.6M | 1.9% | −1.6% |
| AAPLApple Inc | $4.6M | 1.8% | +13.7% |
| FCXFreeport Mcmoran Inc | $4.5M | 1.8% | −2.6% |
| IAUIshares Gold Tr | $4.5M | 1.8% | |
| JPMJpmorgan Chase & Co | $4.2M | 1.7% | −2.7% |
| TJXTjx Cos Inc New | $4.2M | 1.7% | +4.7% |
| ABTAbbott Laboratories | $4.1M | 1.7% | +11.3% |
| QCOMQualcomm Inc | $4.0M | 1.6% | +16.5% |
| GOOGLAlphabet Inc | $3.9M | 1.6% | |
| ALLAllstate Corp | $3.9M | 1.6% | |
| FLOTIshares Tr | $3.8M | 1.6% | +55.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $5.4M |
| GSGoldman Sachs Group Inc | December 31, 2023 | +162.2% | $3.8M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $3.9M |
| XLKSelect Sector Spdr Tr | December 31, 2023 | +98.0% | $11.2M |
| IAUIshares Gold Tr | December 31, 2023 | +93.5% | $4.5M |
| JPMJpmorgan Chase & Co | December 31, 2023 | +92.4% | $4.2M |
| ALLAllstate Corp | December 31, 2023 | +70.0% | $3.9M |
| JNJJohnson & Johnson | December 31, 2023 | +62.0% | $4.6M |
| TJXTjx Cos Inc New | December 31, 2023 | +61.5% | $4.2M |
| ENBEnbridge Inc | December 31, 2023 | +50.5% | $3.6M |
Sold off last quarter
- RTXRtx Corporation was $4.9M
- SPYState Str Spdr S&p 500 Etf T was $3.8M
- Medtronic PLCCUSIP G5960L103 was $3.0M
- Emerald Holding IncCUSIP 29103W104 was $45K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.8% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +4.4% | +7.8% |
| June 30, 2025 | +5.1% | +10.5% |
| March 31, 2025 | −1.2% | −4.6% |
| December 31, 2024 | −0.9% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | +0.0% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lynx Capital Group Ltd /adv Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1013287&type=13F-HR&dateb=&owner=include&count=40CIK 1013287
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1013287/000101328726000014/Filed August 12, 2026 · accession 0001013287-26-000014