Lynx Investment Advisory
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$209.2M
Holdings
185
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPHQ
INVESCO S&P 500 QUALITY ETF
Held since at least Q1 2024
5.2%
02
$IGRO
ISHARES INTL DIVIDEND GROWTH ETF
Held since at least Q1 2024
3.9%
03
$IJH
ISHARES CORE S&P MID-CAP ETF
Q1 2026: Increased +235.8% (26.2k → 88.0k shares)
3.7%
04
$GQ9
SPDR GOLD SHARES ETF
Held since at least Q1 2024
3.5%
05
$NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Held since at least Q1 2024
3.3%
06
$GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Held since at least Q1 2024
3.2%
07
$DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
Held since at least Q1 2024
3.1%
08
$AAPL
APPLE INC COM
Q1 2026: Increased +315.9% (11.9k → 49.3k shares)
3.1%
09
$AKRE
AKRE FOCUS ETF
Held since at least Q1 2024
2.3%
10
$SPY
SPDR S&P 500 ETF
Q1 2026: Sold 6.0% (2.3k → 2.2k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:15 UTC.