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Portfolio (Quarterly) Guide ↗

Lynx Investment Advisory

· CIK 0002028812
13F Portfolio $305M AUM 465 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 230 New
Page 12 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ARE ALEXANDRIA REAL ESTATE EQ INC COM Real Estate 4,000.0 $211K 0.07% NEW $52.85 -2.3%
222 CVS CVS HEALTH CORP COM Healthcare 2,033.0 $210K 0.07% NEW $103.46 -5.7%
223 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 4,088.0 $210K 0.07% NEW $51.29 -2.7%
224 FLR FLUOR CORP COM Industrials 4,000.0 $210K 0.07% NEW $52.39 +7.4%
225 QCOM QUALCOMM INC COM Technology 1,126.0 $208K 0.07% NEW $184.71 -9.8%
226 IVW ISHARES S&P 500 GROWTH ETF 1,504.0 $207K 0.07% NEW $137.53 +0.5%
227 IYM ISHARES U.S. BASIC MATERIALS ETF 1,141.0 $205K 0.07% NEW $179.53 +5.5%
228 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 2,468.0 $203K 0.07% NEW $82.27 +4.6%
229 IXJ ISHARES GLOBAL HEALTHCARE ETF 2,053.0 $202K 0.07% NEW $98.38 +6.5%
230 PGX INVESCO PREFERRED ETF 10,006.0 $108K 0.04% NEW $10.84 -3.0%
Page 12 of 12  ·  230 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 42.4%
Technology 23.0%
Communication Services 8.4%
Healthcare 5.6%
Industrials 5.3%
Consumer Cyclical 4.9%
Utilities 3.4%
Energy 2.8%
Consumer Defensive 2.4%
Real Estate 1.3%