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:

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GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:—

Value:$185.4K

% of Portfolio:0.1% ($185.4K/$138.1M)

808524862

Shares:—

Value:$176.0K

% of Portfolio:0.1% ($176.0K/$138.1M)

464287325

Shares:—

Value:$170.9K

% of Portfolio:0.1% ($170.9K/$138.1M)

464286525

ACWV|464286525

Shares:—

Value:$168.1K

% of Portfolio:0.1% ($168.1K/$138.1M)

464287333

Shares:—

Value:$162.6K

% of Portfolio:0.1% ($162.6K/$138.1M)

378973408

Shares:—

Value:$31.1K

% of Portfolio:0.0% ($31.1K/$138.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GOLDMAN SACHS GROUP INC(GScusip38141G104)	—	QoQ NEW YoY-	All Managers (Combined)	$185.4K	0.1% ($185.4K/$138.1M)	QoQ NEW(+$185.4K) YoY-
(cusip808524862)✕	—	QoQ - YoY-	All Managers (Combined)	$176.0K	0.1% ($176.0K/$138.1M)	QoQ -6.00% (-$11.3K) YoY-
(cusip464287325)✕	—	QoQ - YoY-	All Managers (Combined)	$170.9K	0.1% ($170.9K/$138.1M)	QoQ -33.73% (-$87.0K) YoY-
(ACWVcusip464286525)	—	QoQ - YoY-	All Managers (Combined)	$168.1K	0.1% ($168.1K/$138.1M)	QoQ -8.23% (-$15.1K) YoY-
(cusip464287333)✕	—	QoQ - YoY-	All Managers (Combined)	$162.6K	0.1% ($162.6K/$138.1M)	QoQ +15.55% (+$21.9K) YoY-
(cusip378973408)✕	—	QoQ - YoY-	All Managers (Combined)	$31.1K	0.0% ($31.1K/$138.1M)	QoQ +66.93% (+$12.4K) YoY-