Lynx Investment Advisory
•CIK: 2028812•Filing: Q4 2025
**Lynx Investment Advisory** manages $183M across a diversified portfolio of 166 positions. The fund exhibits significant concentration in technology and defensive sectors, highlighted by top holdings including SPHQ ($9.3M) and AAPL ($7.0M). Further allocations are notable in infrastructure (IJH at $6.5M) and global equities (IGRO at $6.2M). This positioning suggests a tactical approach balancing growth potential with established market leaders.
Total AUM
$183.3M
QoQ Performance
+9.6%
Positions
166
Top 10 Concentration
34.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SPHQ
SPHQ5.1%
AAPL3.8%
IJH3.5%
IGRO3.4%
GQ93.3%
GLDM3.2%
AKRE3.1%
DFAI3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.8%
Technology12.7%
Financial5.3%
Consumer3.2%
ETF2.8%
Healthcare1.4%
Energy0.7%
Industrial0.6%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW22 new positions
↑70 increased
↓72 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024