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Latest Lynx Investment Advisory Stock Portfolio

Lynx Investment Advisory Performance:
2024 Q2: -9.03%YTD: undefined%
Performance for 2024 Q2 is -9.03%, and YTD is undefined%.

About Lynx Investment Advisory and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Lynx Investment Advisory reported an equity portfolio of $135 Millions as of 30 Jun, 2024.

The top stock holdings of Lynx Investment Advisory are CSD, AGG, AAPL. The fund has invested 5% of it's portfolio in INVESCO S&P 500 QUALITY ETF and 4.2% of portfolio in ISHARES CORE S&P MID-CAP ETF.

Lynx Investment Advisory opened new stock positions in INVESCO S&P 500 QUALITY ETF (CSD), ISHARES CORE S&P MID-CAP ETF (AGG) and APPLE INC COM (AAPL).

Lynx Investment Advisory Annual Return Estimates Vs S&P 500

Our best estimate is that Lynx Investment Advisory made a return of -9.03% in the last quarter. In trailing 12 months, it's portfolio return was NA%.

New Buys

Ticker$ Bought
invesco s&p 500 quality etf6,727,480
ishares core s&p mid-cap etf5,658,860
apple inc com5,241,280
proshares s&p 500 dividend aristocrats etf3,741,100
microsoft corp com3,699,020
first trust dow jones global select dividend index fund3,641,130
dimensional international core equity market etf3,614,030
spdr gold shares etf3,335,450
New stocks bought by Lynx Investment Advisory

Additions

No additions were made to existing positions by Lynx Investment Advisory

Reductions

None of the existing positions were reduced by Lynx Investment Advisory

Sold off

None of the stocks were completely sold off by Lynx Investment Advisory

Sector Distribution

Lynx Investment Advisory has about 64.3% of it's holdings in Others sector.

Sector%
Others64.3
Technology10.1
Financial Services8.4
Communication Services4.2
Consumer Cyclical4
Healthcare2.6
Industrials1.7
Utilities1.5
Energy1.5
Consumer Defensive1.1

Market Cap. Distribution

Lynx Investment Advisory has about 32.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED64.3
MEGA-CAP18.8
LARGE-CAP13.3
MID-CAP3.3

Stocks belong to which Index?

About 30.8% of the stocks held by Lynx Investment Advisory either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others68.3
S&P 50030.8
Top 5 Winners (%)%
CIM
chimera invt corp com shs
57.7 %
RIVN
rivian automotive inc com cl a
31.3 %
BURL
burlington stores inc com
22.1 %
CRWD
crowdstrike hldgs inc cl a
20.4 %
AVGO
broadcom inc com
19.4 %
Top 5 Winners ($)$
AAPL
apple inc com
0.6 M
MSFT
microsoft corp com
0.2 M
GOOG
alphabet inc cap stk cl a
0.1 M
AMZN
amazon com inc com
0.1 M
SPY
spdr s&p 500 etf
0.1 M
Top 5 Losers (%)%
CMG
chipotle mexican grill inc com
-98.0 %
NVDA
nvidia corporation com
-85.8 %
APH
amphenol corp new cl a
-44.1 %
PATH
uipath inc cl a
-33.2 %
WBA
walgreens boots alliance inc com
-30.6 %
Top 5 Losers ($)$
NVDA
nvidia corporation com
-6.4 M
CMG
chipotle mexican grill inc com
-1.5 M
MA
mastercard incorporated cl a
-0.1 M
V
visa inc com cl a
0.0 M
WU
western un co com
0.0 M

Lynx Investment Advisory Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Lynx Investment Advisory

Lynx Investment Advisory has 815 stocks in it's portfolio. About 31% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Lynx Investment Advisory last quarter.

Last Reported on: 09 Jul, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions