Lynx Investment Advisory Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$1.21M |
| 2 |
iShares International Dividend Growth ETF
IGRO
|
+$709K |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
+$318K |
| 4 |
State Street SPDR EURO STOXX 50 ETF
FEZ
|
+$315K |
| 5 |
iShares MBS ETF
MBB
|
+$228K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$3.35M |
| 2 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$2.12M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$869K |
| 4 |
Invesco S&P Global Water Index ETF
CGW
|
+$790K |
| 5 |
State Street SPDR S&P Global Natural Resources ETF
GNR
|
+$733K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 10.39% |
| 2 | Technology | 10.06% |
| 3 | Communication Services | 4.4% |
| 4 | Consumer Discretionary | 3.57% |
| 5 | Energy | 2.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Johnson & Johnson
JNJ
$625B
| – | – |
-2,213
| Closed | -$367K |
|
152
Rayonier
RYN
$6.55B
| – | – |
-7,930
| Closed | -$211K |
|
153
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$174M
| – | – |
-3,830
| Closed | -$202K |
|
154
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
| – | – |
-3,125
| Closed | -$255K |
|
Similar funds
Lynx Investment Advisory's Q2 2025 Portfolio in Review
As of Q2 2025, Lynx Investment Advisory held 154 positions worth $153M, up 2.1% from $150M the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Lynx Investment Advisory withdrew a net $5.44M in Q2 2025, closing 7 positions and reducing 35 holdings. Its most notable exit was Johnson & Johnson, an estimated $367K position sold in full.
By sector, the portfolio is most concentrated in Financials at 10% of assets, up from 10% a quarter earlier, followed by Technology and Communication Services.
Against the trend, Lynx Investment Advisory opened a new position in Vanguard Total Bond Market worth $1.23M.
- Lynx Investment Advisory's largest Q2 2025 buy was Vanguard Total Bond Market: 16,647 shares worth $1.23M.
- Lynx Investment Advisory added most to iShares International Dividend Growth ETF in Q2 2025, an estimated $709K increase.
- Lynx Investment Advisory's biggest Q2 2025 reduction was Invesco S&P 500 Quality ETF, cutting an estimated $3.35M.
- Lynx Investment Advisory fully exited Johnson & Johnson in Q2 2025, selling an estimated $367K.
- Lynx Investment Advisory's ten largest holdings make up 35% of its $153M portfolio in Q2 2025.
- Lynx Investment Advisory opened 10 new positions and closed 7 in Q2 2025.
- Lynx Investment Advisory's portfolio value rose 2.1% quarter-over-quarter to $153M.
Based on Lynx Investment Advisory's 13F filing for Q2 2025, filed 18 Jul 2025.