Lynx Investment Advisory

CIK 0002028812 · Q2 2026

13F Equity AUM

$305.2M

+45.9% QoQ

Positions

230

+49 QoQ

AUM Rank

#6,517

Top 52%

Skill Alpha (FF)

—

Building track record (8q)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 15.4%Top 10: 26.0%Top 20: 39.7%

SPHQ4.2%

AAPL3.2%

IGRO2.9%

VEA2.7%

SPY2.5%

DFAI2.3%

IJH2.3%

NOBL2.1%

GQ92.0%

GLDM1.9%

Others (220)74.0%

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

Sector Allocation

Financial Services77.6%

Technology7.7%

Communication Services3.3%

Other11.4%

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

Position Sizing

Positions: 230Median: 0.22%Avg: 0.43%

0–0.5%

178(34.3%)

0.5–1%

26(19.1%)

1–3%

24(39.3%)

3–5%

2(7.3%)

5%+

0(0.0%)

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

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Portfolio Overlap

Shared: 0Unique: 230vs 20 funds

0%Low

230

Fund positions

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.

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Position Changes This Quarter

New52Increased130Decreased39Exited4

New Positions

RTX0.8%

+13K

ACWI0.7%

+13K

VOE0.6%

+9K

JNK0.6%

+17K

AMLP0.5%

+29K

TFC0.4%

+26K

VGIT0.4%

+22K

JAAA0.4%

+23K

EOI0.4%

+56K

EPI0.4%

+26K

Increased

VEA2.7%

+67K(+137%)

NOBL2.1%

+51K(+80%)

VNQI0.8%

+50K(+829%)

VCIT1.4%

+47K(+1068%)

TIPX1.0%

+42K(+36%)

VCSH1.1%

+40K(+1206%)

VO0.9%

+35K(+3128%)

DUHP0.6%

+31K(+321%)

VWO0.9%

+29K(+153%)

VNQ1.0%

+28K(+1248%)

Decreased

AKRE0.8%

-43,127(-48%)

IJH2.3%

-25,170(-22%)

FGD1.2%

-23,000(-17%)

TDTT0.6%

-17,611(-20%)

SPHD0.9%

-16,730(-24%)

SPHQ4.2%

-4,604(-3%)

BIV0.8%

-4,361(-12%)

DFE0.1%

-3,230(-36%)

DFAX0.4%

-2,745(-8%)

SPAB0.2%

-1,672(-6%)

Exited

-17,440

-1,758

-1,027

-1,297

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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