Lynx Investment Advisory - Portfolio overview

Lynx Investment Advisory has 194 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPHQ - INVESCO S&P 500 QUALITY ETF, 7.53%
2. IJH - ISHARES CORE S&P MID-CAP ETF, 5.36%
3. NOBL - PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF, 4.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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