Lynx Investment Advisory Portfolio Holdings

Lynx Investment Advisory

  • $167 Billion
  • Q3 2025

Lynx Investment Advisory has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $167 Billion distributed in 321 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $8.98B, Ishares Core S&P Mid Cap ETF with a value of $6.62B, Apple Inc. with a value of $6.49B, Ishares Tr International Divid with a value of $5.9B, and Spdr Gold Trust with a value of $5.79B.

Examining the 13F form we can see an increase of $14B in the current position value, from $153B to 167B.

Lynx Investment Advisory is based out at Washington, Dc, DC

Below you can find more details about Lynx Investment Advisory portfolio as well as his latest detailed transactions.

Portfolio value $167 Billion
ETFs: $100 Billion
Technology: $17.8 Billion
Financial Services: $16 Billion
Communication Services: $8.15 Billion
Consumer Cyclical: $5.56 Billion
Energy: $3 Billion
Utilities: $2.59 Billion
Healthcare: $2.54 Billion
Other: $3.31 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$6.49 Billion 3.88% of portfolio
25,477
Q3 2025 Reduced 1.75%
$3.78T
$4.86 Billion 2.91% of portfolio
9,376
Q3 2025 Added 0.89%
$1.65T
$3.53 Billion 2.11% of portfolio
14,536
Q3 2025 Added 0.84%
$2.39T
$3.27 Billion 1.96% of portfolio
14,894
Q3 2025 Added 0.76%
$512B
$3.15 Billion 1.89% of portfolio
5,542
Q3 2025 Reduced 2.94%
$662B
$2.82 Billion 1.69% of portfolio
5,610
Q3 2025 Added 1.78%
$465B
$2.04 Billion 1.22% of portfolio
10,960
Q3 2025 Reduced 6.39%
-
$1.94 Billion 1.16% of portfolio
-
Q3 2025 Added 0.91%
$1.37T
$1.37 Billion 0.82% of portfolio
1,859
Q3 2025 Added 1.14%
$533B
$1.33 Billion 0.8% of portfolio
3,905
Q3 2025 Reduced 0.08%
$141B
$1.26 Billion 0.75% of portfolio
49,424
Q3 2025 Reduced 1.58%
$8.96B
$1.1 Billion 0.66% of portfolio
23,841
Q3 2025 Reduced 3.98%
$113B
$1.02 Billion 0.61% of portfolio
10,758
Q3 2025 Reduced 3.87%
$9.23B
$980 Million 0.59% of portfolio
74,485
Q3 2025 Reduced 4.06%
$303B
$978 Million 0.59% of portfolio
6,297
Q3 2025 Reduced 2.17%
$1.74T
$911 Million 0.55% of portfolio
3,741
Q3 2025 Added 0.78%
$172B
$910 Million 0.54% of portfolio
20,715
Q3 2025 Reduced 1.26%
$181B
$908 Million 0.54% of portfolio
9,270
Q3 2025 Reduced 0.7%
$881B
$854 Million 0.51% of portfolio
2,708
Q3 2025 Reduced 0.07%
$266B
$823 Million 0.49% of portfolio
2,917
Q3 2025 Reduced 16.54%
$342B
$737 Million 0.44% of portfolio
4,042
Q3 2025 Reduced 0.32%
$593B
$685 Million 0.41% of portfolio
2,434
Q3 2025 Added 0.79%
$13.7B
$646 Million 0.39% of portfolio
15,222
Q3 2025 Reduced 3.91%
$1.29T
$630 Million 0.38% of portfolio
1,416
Q3 2025 Reduced 45.09%
$6.6B
$606 Million 0.36% of portfolio
9,437
Q3 2025 Reduced 4.0%
$22.7B
$597 Million 0.36% of portfolio
34,576
Q3 2025 Reduced 3.85%
$74.3B
$573 Million 0.34% of portfolio
2,854
Q3 2025 Reduced 3.65%
$49.1B
$560 Million 0.33% of portfolio
467
Q3 2025 Reduced 9.32%
$23B
$532 Million 0.32% of portfolio
5,179
Q3 2025 Reduced 3.95%
$23.3B
$517 Million 0.31% of portfolio
19,616
Q3 2025 Reduced 3.96%
$22.4B
$512 Million 0.31% of portfolio
9,255
Q3 2025 New
$16.1B
$504 Million 0.3% of portfolio
8,337
Q3 2025 Reduced 4.05%
$291B
$498 Million 0.3% of portfolio
1,044
Q3 2025 Added 0.97%
$8.09B
$487 Million 0.29% of portfolio
20,042
Q3 2025 Reduced 3.45%
$414B
$463 Million 0.28% of portfolio
2,000
Q3 2025 Added 0.35%
$25.6B
$458 Million 0.27% of portfolio
8,606
Q3 2025 Reduced 3.96%
$13.3B
$436 Million 0.26% of portfolio
9,390
Q3 2025 Reduced 3.85%
$279B
$420 Million 0.25% of portfolio
4,079
Q3 2025 Reduced 0.37%
$346B
$420 Million 0.25% of portfolio
2,737
Q3 2025 Added 0.96%
$4.9B
$381 Million 0.23% of portfolio
10,243
Q3 2025 Reduced 4.0%
$52.1B
$376 Million 0.23% of portfolio
31,452
Q3 2025 Reduced 2.74%
$67.6B
$366 Million 0.22% of portfolio
7,570
Q3 2025 Reduced 3.43%
$8.36B
$366 Million 0.22% of portfolio
19,985
Q3 2025 New
$388B
$347 Million 0.21% of portfolio
2,147
Q3 2025 Reduced 0.14%
$7.63B
$345 Million 0.21% of portfolio
6,104
Q3 2025 Reduced 4.19%
$265B
$349 Million 0.21% of portfolio
439
Q2 2025 Added 4.77%
$7.07B
$342 Million 0.2% of portfolio
1,728
Q3 2025 Reduced 4.0%
$235B
$333 Million 0.2% of portfolio
3,972
Q2 2025 Added 16.52%
$10.3B
$339 Million 0.2% of portfolio
4,941
Q3 2025 Reduced 3.78%

Summary

  • Portfolio
  • No. of Stocks 321
  • Current Value $167 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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