Lynx Investment Advisory Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.64M |
| 2 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$4.2M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.86M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$3.65M |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$3.47M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AKRE
Akre Focus ETF
AKRE
|
+$2.33M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.85M |
| 3 |
JHG
Janus Henderson
JHG
|
+$896K |
| 4 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
+$836K |
| 5 |
First Trust Dow Jones Global Select Dividend Index Fund
FGD
|
+$764K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.7% |
| 2 | Financials | 6.54% |
| 3 | Communication Services | 3.27% |
| 4 | Healthcare | 1.89% |
| 5 | Industrials | 1.88% |
Similar funds
Lynx Investment Advisory's Q2 2026 Portfolio in Review
As of Q2 2026, Lynx Investment Advisory held 233 positions worth $305M, up 46% from $209M the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Lynx Investment Advisory deployed $80.6M of net new capital in Q2 2026, opening 52 new positions and adding to 130 existing holdings. Its largest new stake was RTX Corp: 13,124 shares worth $2.49M.
By sector, the portfolio is most concentrated in Technology at 7.7% of assets, up from 7.4% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was Akre Focus ETF, an estimated $2.33M trimmed.
- Lynx Investment Advisory's largest Q2 2026 buy was RTX Corp: 13,124 shares worth $2.49M.
- Lynx Investment Advisory added most to Vanguard FTSE Developed Markets ETF in Q2 2026, an estimated $4.64M increase.
- Lynx Investment Advisory's biggest Q2 2026 reduction was Akre Focus ETF, cutting an estimated $2.33M.
- Lynx Investment Advisory fully exited Janus Henderson in Q2 2026, selling an estimated $896K.
- Lynx Investment Advisory's ten largest holdings make up 26% of its $305M portfolio in Q2 2026.
- Lynx Investment Advisory opened 52 new positions and closed 3 in Q2 2026.
- Lynx Investment Advisory's portfolio value rose 46% quarter-over-quarter to $305M.
Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.