Lynx Investment Advisory Portfolio Holdings by Sector
Lynx Investment Advisory
- $167 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPHQ IJH IGRO GLD NOBL GLDM DFAI FGD 73 stocks |
$100 Million
63.0% of portfolio
|
46
|
21
|
3
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL ADBE 4 stocks |
$6.62 Million
4.15% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.49 Million
4.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$5.81 Million
3.64% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$4.49 Million
2.81% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HBAN PNC RF CFG UBSI USB ZION CMA 8 stocks |
$3.58 Million
2.24% of portfolio
|
- |
8
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B ORI 2 stocks |
$3.47 Million
2.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3.27 Million
2.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD TSM 3 stocks |
$2.63 Million
1.65% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE ABBV MRK JNJ 4 stocks |
$2.29 Million
1.43% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
JHG TROW KKR BEN 4 stocks |
$1.92 Million
1.2% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP APA CHRD 3 stocks |
$1.78 Million
1.11% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
OGE EIX 2 stocks |
$1.61 Million
1.01% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX TTE 2 stocks |
$1.22 Million
0.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1.14 Million
0.71% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX NXST DIS 3 stocks |
$1.13 Million
0.71% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FAF FNF 2 stocks |
$1.11 Million
0.7% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$1.01 Million
0.63% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
AES 1 stocks |
$980,229
0.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$910,397
0.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER 1 stocks |
$908,182
0.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$823,111
0.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$735,000
0.46% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
WY PCH RYN 3 stocks |
$734,574
0.46% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
BBY DKS 2 stocks |
$523,157
0.33% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$498,268
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$435,686
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$420,467
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Packaged Foods | Consumer Defensive
CAG 1 stocks |
$365,926
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$349,304
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$327,739
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$323,368
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
IPG 1 stocks |
$307,677
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$299,553
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$261,124
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$251,336
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|