1y return+16.8%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 June 30, 2024: $132 against $137 in the S&P 500.2
Lynx Investment AdvisoryS&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 |
|---|---|---|---|
| SPHQInvesco S&p 500 Quality Etf | $12.7M | 4.2% | −3.2% |
| AAPLApple Inc Com | $9.6M | 3.2% | +31.0% |
| IGROIshares Intl Dividend Growth Etf | $8.8M | 2.9% | +2.7% |
| VEAVanguard Ftse Dev Mkts Etf (vea) | $8.2M | 2.7% | +136.5% |
| SPYSpdr S&p 500 Etf | $7.6M | 2.5% | +51.8% |
| DFAIDimensional International Core Equity Market Etf | $7.0M | 2.3% | +2.1% |
| IJHIshares Core S&p Mid-cap Etf | $7.0M | 2.3% | −21.8% |
| NOBLProshares S&p 500 Dividend Aristocrats Etf | $6.5M | 2.1% | −10.2% |
| GLDSpdr Gold Shares Etf | $6.2M | 2.0% | |
| GLDMSpdr Gold Minishares Trust Of Beneficial Interest | $5.7M | 1.9% | −1.3% |
| GOOGLAlphabet Inc Cap Stk Cl A | $5.3M | 1.7% | +5.9% |
| VSSVanguard Ftse All-world Ex-us Small-cap Etf | $4.5M | 1.5% | +1011.5% |
| VTIVanguard Total Stock Mkt Etf (vti) | $4.3M | 1.4% | +711.8% |
| SPMDState Street Spdr Portfolio S&p 400 Mid Cap Etf | $4.3M | 1.4% | |
| VCITVanguard Intermediate-term Corporate Bond Etf | $4.2M | 1.4% | +1067.8% |
| VBVanguard Small-cap Etf | $4.0M | 1.3% | +546.0% |
| IAUIshares Gold Trust | $3.9M | 1.3% | +7.5% |
| VTVanguard Total World Stock Etf | $3.8M | 1.3% | +1354.3% |
| MSFTMicrosoft Corp Com | $3.8M | 1.3% | +10.5% |
| AMZNAmazon Com Inc Com | $3.7M | 1.2% | +2.0% |
| VCRBVanguard Core Bond Etf | $3.6M | 1.2% | +4.9% |
| BNDVanguard Total Bond Market Etf | $3.6M | 1.2% | +117.9% |
| MAMastercard Incorporated Cl A | $3.6M | 1.2% | +35.8% |
| FGDFirst Trust Dow Jones Global Select Dividend Index Fund | $3.5M | 1.2% | −17.3% |
| VCSHVanguard St Corp Bond Etf (vcsh) | $3.4M | 1.1% | +1205.9% |
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 |
|---|---|---|---|
| GOOGLAlphabet Inc Cap Stk Cl A | June 30, 2024 | +96.2% | $5.3M |
| GLDMSpdr Gold Minishares Trust Of Beneficial Interest | June 30, 2024 | +72.3% | $5.7M |
| IAUIshares Gold Trust | June 30, 2024 | +71.9% | $3.9M |
| GLDSpdr Gold Shares Etf | June 30, 2024 | +71.3% | $6.2M |
| VEAVanguard Ftse Dev Mkts Etf (vea) | June 30, 2024 | +44.2% | $8.2M |
| FGDFirst Trust Dow Jones Global Select Dividend Index Fund | June 30, 2024 | +43.3% | $3.5M |
| SPHQInvesco S&p 500 Quality Etf | June 30, 2024 | +41.8% | $12.7M |
| DFAIDimensional International Core Equity Market Etf | June 30, 2024 | +39.0% | $7.0M |
| SCHXSchwab U.s. Large-cap Etf | June 30, 2024 | +37.4% | $2.8M |
| AAPLApple Inc Com | June 30, 2024 | +37.4% | $9.6M |
Sold off last quarter
- Janus Henderson Group PLC Ord ShsCUSIP G4474Y214 was $896K
- Exxon Mobil Corp ComCUSIP 30231G102 was $298K
- Honeywell Intl Inc ComCUSIP 438516106 was $232K
- PEPPepsico Inc Com was $201K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.6% | +14.8% |
| March 31, 2026 | −0.8% | −4.6% |
| December 31, 2025 | +3.0% | +2.4% |
| September 30, 2025 | +7.3% | +7.8% |
| June 30, 2025 | +5.8% | +10.5% |
| March 31, 2025 | +0.6% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +7.1% | +5.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lynx Investment Advisory Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2028812&type=13F-HR&dateb=&owner=include&count=40CIK 2028812
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2028812/000202881226000003/Filed July 27, 2026 · accession 0002028812-26-000003