StockDriftsStockDriftsTop 50 Lynx Investment Advisory Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO S&P 500 QUALITY ETF | 4.16% | 140.9K | $12.7M | -3.17%(-4.60K) | $65.64(+31.55%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 3.16% | 33.3K | $9.6M | +31.01%(+7.88K) | $212.46(+44.34%) | 2026-06-30 | |
| IGRO | ISHARES INTL DIVIDEND GROWTH ETF | 2.88% | 99.8K | $8.8M | +2.67%(+2.60K) | $73.03(+27.25%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEV MKTS ETF (VEA) | 2.69% | 115.4K | $8.2M | +136.54%(+66.61K) | $61.25(+19.15%) | 2026-06-30 | |
| SPY | SPDR S&P 500 ETF | 2.48% | 10.1K | $7.6M | +51.76%(+3.45K) | $627.29(+23.31%) | 2026-06-30 | |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 2.3% | 170.0K | $7.0M | +2.07%(+3.44K) | $31.45(+37.77%) | 2026-06-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 2.28% | 90.2K | $7.0M | -21.83%(-25.17K) | $61.03(+27.67%) | 2026-06-30 | |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 2.14% | 116.1K | $6.5M | -10.19%(-13.18K) | $50.51(+15.86%) | 2026-06-30 | |
| GLD | SPDR GOLD SHARES ETF | 2.05% | 17.0K | $6.2M | +0.88%(+148) | $236.27(+70.81%) | 2026-06-30 | |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 1.86% | 71.3K | $5.7M | -1.29%(-935) | $48.25(+80.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.91% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.14% |
Lynx Investment Advisory reports $305.23M in US-listed equity holdings across 230 positions in its most recent 13F filing. Its largest disclosed positions are SPHQ (4.2%), AAPL (3.2%) and IGRO (2.9%). The top 20 holdings account for 39.7% of reported assets. Its disclosed equity book has returned +32.91% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lynx Investment Advisory’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2028812). View Lynx Investment Advisory’s 13F filings on SEC