Lynx-Investment-Advisory

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RF",
  null,
  "ABBV",
  "GOOGL",
  null,
  "CAT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GILD",
  "HD",
  null,
  null,
  null,
  "MUB",
  "META",
  "IJH",
  null,
  "MA",
  "MSFT",
  "FHN",
  null,
  "KKR",
  "ORCL",
  "VHT",
  null,
  null,
  null,
  null,
  "PYPL",
  "PNC",
  null,
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  null,
  null,
  "IEFA",
  null,
  "SCHX",
  null,
  "SHEL",
  "GLD",
  null,
  null,
  null,
  null,
  "IBM",
  "TM",
  "UBER",
  "UPS",
  "BIV",
  "VV",
  "OGE",
  "ACWV",
  null,
  "VWO",
  null,
  null,
  null,
  null,
  "VCIT",
  "VIG",
  "TTE",
  null,
  null,
  "ETR",
  "VYM",
  "UBSI",
  "AMD",
  "IP",
  "F",
  "WM",
  "IPG",
  null,
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  "DKS",
  "FAF",
  "HBAN",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "BNDX",
  "VTEB",
  "BND",
  "BSV",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WU",
  null,
  null,
  "FNF",
  "JHG",
  "SCHG",
  "SCHA",
  "KEY",
  null,
  "ORI",
  "ZION",
  "SPYV",
  "BAC",
  "BRK-B",
  "BBY",
  "CVX",
  "CSCO",
  "CFG",
  "CMA",
  "COP",
  "COST",
  "FANG",
  null,
  "DFAX",
  "QQQ",
  null,
  "GOOG",
  "JNJ",
  "TSLA",
  "NFLX",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-11
Total Holdings: 216
Total Value: 138139822
Accession Number: 0002028812-25-000001
Form Type: 13F-HR
CIK: lynx-investment-advisory
Manager Name: Lynx-Investment-Advisory

Data Enrichment

72% identified

156 identified60 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

216 positions • $138.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 8

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78468R861

Shares:—

Value:$757.1K

% of Portfolio:0.5% ($757.1K/$138.1M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:—

Value:$717.3K

% of Portfolio:0.5% ($717.3K/$138.1M)

922042858

VWO|922042858

Shares:—

Value:$706.5K

% of Portfolio:0.5% ($706.5K/$138.1M)

Alphabet Inc.

GOOG|02079K107

Shares:—

Value:$698.1K

% of Portfolio:0.5% ($698.1K/$138.1M)

81369Y886

Shares:—

Value:$686.8K

% of Portfolio:0.5% ($686.8K/$138.1M)

PFIZER INC

PFE|717081103

Shares:—

Value:$684.0K

% of Portfolio:0.5% ($684.0K/$138.1M)

81369Y506

Shares:—

Value:$642.3K

% of Portfolio:0.5% ($642.3K/$138.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:—

Value:$634.3K

% of Portfolio:0.5% ($634.3K/$138.1M)

Uber Technologies, Inc

UBER|90353T100

Shares:—

Value:$626.4K

% of Portfolio:0.5% ($626.4K/$138.1M)

OGE ENERGY CORP.

OGE|670837103

Shares:—

Value:$615.1K

% of Portfolio:0.4% ($615.1K/$138.1M)

922908736

VUG|922908736

Shares:—

Value:$606.0K

% of Portfolio:0.4% ($606.0K/$138.1M)

464287523

Shares:—

Value:$603.0K

% of Portfolio:0.4% ($603.0K/$138.1M)

922020748

Shares:—

Value:$602.6K

% of Portfolio:0.4% ($602.6K/$138.1M)

92204A702

VGT|92204A702

Shares:—

Value:$593.3K

% of Portfolio:0.4% ($593.3K/$138.1M)

81369Y803

XLK|81369Y803

Shares:—

Value:$576.9K

% of Portfolio:0.4% ($576.9K/$138.1M)

FIRST HORIZON CORP

FHN|320517105

Shares:—

Value:$549.8K

% of Portfolio:0.4% ($549.8K/$138.1M)

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:—

Value:$545.8K

% of Portfolio:0.4% ($545.8K/$138.1M)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:—

Value:$538.9K

% of Portfolio:0.4% ($538.9K/$138.1M)

81589A205

Shares:—

Value:$532.7K

% of Portfolio:0.4% ($532.7K/$138.1M)

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

ZION|989701107

Shares:—

Value:$528.7K

% of Portfolio:0.4% ($528.7K/$138.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R861)✕	—	QoQ - YoY-	All Managers (Combined)	$757.1K	0.5% ($757.1K/$138.1M)	QoQ +18.42% (+$117.8K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	—	QoQ - YoY-	All Managers (Combined)	$717.3K	0.5% ($717.3K/$138.1M)	QoQ +2.47% (+$17.3K) YoY-
(VWOcusip922042858)	—	QoQ - YoY-	All Managers (Combined)	$706.5K	0.5% ($706.5K/$138.1M)	QoQ +11.93% (+$75.3K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	—	QoQ - YoY-	All Managers (Combined)	$698.1K	0.5% ($698.1K/$138.1M)	QoQ +21.22% (+$122.2K) YoY-
(cusip81369Y886)✕	—	QoQ - YoY-	All Managers (Combined)	$686.8K	0.5% ($686.8K/$138.1M)	QoQ -1.37% (-$9.6K) YoY-
PFIZER INC(PFEcusip717081103)	—	QoQ - YoY-	All Managers (Combined)	$684.0K	0.5% ($684.0K/$138.1M)	QoQ +12.48% (+$75.9K) YoY-
(cusip81369Y506)✕	—	QoQ - YoY-	All Managers (Combined)	$642.3K	0.5% ($642.3K/$138.1M)	QoQ -1.47% (-$9.6K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	—	QoQ - YoY-	All Managers (Combined)	$634.3K	0.5% ($634.3K/$138.1M)	QoQ +20.23% (+$106.7K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	—	QoQ - YoY-	All Managers (Combined)	$626.4K	0.5% ($626.4K/$138.1M)	QoQ -19.35% (-$150.4K) YoY-
OGE ENERGY CORP.(OGEcusip670837103)	—	QoQ - YoY-	All Managers (Combined)	$615.1K	0.4% ($615.1K/$138.1M)	QoQ +32.96% (+$152.5K) YoY-
(VUGcusip922908736)	—	QoQ - YoY-	All Managers (Combined)	$606.0K	0.4% ($606.0K/$138.1M)	QoQ +108.91% (+$316.0K) YoY-
(cusip464287523)✕	—	QoQ - YoY-	All Managers (Combined)	$603.0K	0.4% ($603.0K/$138.1M)	QoQ -6.40% (-$41.3K) YoY-
(cusip922020748)✕	—	QoQ NEW YoY-	All Managers (Combined)	$602.6K	0.4% ($602.6K/$138.1M)	QoQ NEW(+$602.6K) YoY-
(VGTcusip92204A702)	—	QoQ - YoY-	All Managers (Combined)	$593.3K	0.4% ($593.3K/$138.1M)	QoQ +6.08% (+$34.0K) YoY-
(XLKcusip81369Y803)	—	QoQ - YoY-	All Managers (Combined)	$576.9K	0.4% ($576.9K/$138.1M)	QoQ +3.16% (+$17.7K) YoY-
FIRST HORIZON CORP(FHNcusip320517105)	—	QoQ - YoY-	All Managers (Combined)	$549.8K	0.4% ($549.8K/$138.1M)	QoQ +30.08% (+$127.1K) YoY-
REGIONS FINANCIAL CORP(RFcusip7591EP100)	—	QoQ - YoY-	All Managers (Combined)	$545.8K	0.4% ($545.8K/$138.1M)	QoQ +0.91% (+$4.9K) YoY-
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	—	QoQ - YoY-	All Managers (Combined)	$538.9K	0.4% ($538.9K/$138.1M)	QoQ +10.78% (+$52.5K) YoY-
(cusip81589A205)✕	—	QoQ - YoY-	All Managers (Combined)	$532.7K	0.4% ($532.7K/$138.1M)	QoQ -1.64% (-$8.9K) YoY-
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/(ZIONcusip989701107)	—	QoQ - YoY-	All Managers (Combined)	$528.7K	0.4% ($528.7K/$138.1M)	QoQ +15.34% (+$70.3K) YoY-