Lynx Investment Advisory

CIK 0002028812 · Q1 2026

13F Equity AUM

$209.2M

+14.2% QoQ

Positions

181

+15 QoQ

AUM Rank

#7,218

Top 58%

Skill Alpha (FF)

—

Building track record (6q)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 19.6%Top 10: 33.3%Top 20: 50.4%

SPHQ5.2%

IGRO3.9%

IJH3.7%

GQ93.5%

NOBL3.3%

GLDM3.2%

DFAI3.1%

AAPL3.1%

AKRE2.3%

SPY2.1%

Others (171)66.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services76.1%

Technology7.4%

Communication Services4.1%

Consumer Cyclical2.0%

Financials2.0%

Other8.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 181Median: 0.25%Avg: 0.55%

0–0.5%

140(31.9%)

0.5–1%

13(8.3%)

1–3%

20(30.9%)

3–5%

7(23.7%)

5%+

1(5.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 174Unique: 7vs 20 funds

2.4%Low

181

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

3.7%

3.3%

3.4%

3.2%

2.8%

VANGUARD CAPITAL MANAGEMENT LLC

2.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.4%

GEODE CAPITAL MANAGEMENT, LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New31Increased94Decreased47Exited16

New Positions

TDTF0.4%

+33K

EMN0.3%

+8K

VB0.3%

+2K

VTI0.2%

+1K

SDY0.2%

+3K

VSS0.2%

+3K

CMCSA0.2%

+13K

BSV0.2%

+5K

DUHP0.2%

+10K

7HP0.2%

+19K

Increased

TIPX1.1%

+57K(+95%)

TDTT1.0%

+53K(+154%)

SCHX1.2%

+49K(+106%)

SPHD1.6%

+25K(+57%)

IGRO3.9%

+22K(+29%)

SPHQ5.2%

+21K(+17%)

DFAI3.1%

+18K(+12%)

IJH3.7%

+17K(+17%)

DFAE0.5%

+13K(+76%)

NOBL3.3%

+13K(+24%)

Decreased

FEZ0.2%

-5,998(-47%)

VTIP0.1%

-3,919(-46%)

FGD2.0%

-3,802(-3%)

IAU*2.0%

-3,798(-7%)

COP0.5%

-3,481(-32%)

EFA0.1%

-3,477(-57%)

JHG0.4%

-3,239(-16%)

SPYV0.2%

-2,114(-26%)

SCHO0.1%

-1,972(-18%)

XLF0.4%

-1,891(-10%)

Exited

CMA

-4,915

-31,337

RSP

-1,939

-9,341

-20,017

-8,867

-901

-2,207

-227

-1,860

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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