LYNX Capital Group Ltd.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed August 10, 2026), LYNX Capital Group Ltd. reported 77 stock positions worth $154.3 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 3.5% of the portfolio, followed by SS Technology Select Sector (XLK, 3.4%) and iShares Gold Trust (IAU, 3.3%). Compared with Q2 2024, it opened 5 new positions, sold out of 6, added to 24 and reduced 35. The biggest buy was a new position in iShares China Large-Cap ETF (FXI) and the biggest sale an exit from SS Energy Select Sector (XLE).
- Most Recent 13F
- Q2 2026
- Location
- BEACHWOOD, OH
- CIK
- 0001013287
- Portfolio Value
- $154.3M (Q3 2024)
- SEC Filing
- 0001013287-26-000007 ↗ filed Aug 10, 2026
Holdings Value
Holdings 77 stocks · $154.3M
| RSP Invesco S&P 500 Equal Weight | 3.51% | 30,272 | $5.4M | Add +7.6% |
| XLK SS Technology Select Sector | 3.38% | 23,084 | $5.2M | Reduce -1.3% |
| IAU iShares Gold Trust | 3.35% | 103,906 | $5.2M | Reduce -1.2% |
| IJR iShares Core S&P Small-Cap E | 3.21% | 42,366 | $5.0M | Reduce -8.7% |
| IVE iShares S&P 500 Value ETF | 3.17% | 24,778 | $4.9M | Add +0.1% |
| FXI iShares China Large-Cap ETF | 2.90% | 140,841 | $4.5M | New |
| MDY State Street SPDR S&P Midcap | 2.87% | 7,776 | $4.4M | Add +2.3% |
| PMAY Innovator U.S. Equity Power | 2.80% | 122,679 | $4.3M | Add +0.4% |
| AMLP Alerian MLP ETF | 2.66% | 87,008 | $4.1M | New |
| IHI iShares U.S. Medical Devices | 2.60% | 67,793 | $4.0M | Add +2.4% |
| AAPL Apple Inc. | 2.29% | 15,195 | $3.5M | Reduce -2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.20% | 5,930 | $3.4M | Reduce -2.6% |
| ALL Allstate Corp. | 2.02% | 16,475 | $3.1M | Reduce -4.2% |
| PSA Public Storage | 1.98% | 8,402 | $3.1M | Reduce -15.8% |
| AVGO Broadcom Inc. | 1.97% | 17,656 | $3.0M | Reduce -15.0% |
| RTX RTX Corp. | 1.94% | 24,765 | $3.0M | New |
| JPM JPMorgan Chase & Co. | 1.93% | 14,092 | $3.0M | Reduce -5.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.90% | 24,996 | $2.9M | Reduce -7.2% |
| KO The Coca-Cola Co. | 1.89% | 40,627 | $2.9M | Add +0.1% |
| FCX Freeport-McMoran Inc. | 1.89% | 58,436 | $2.9M | Reduce -3.5% |
| BLK BlackRock Finance Inc. | 1.88% | 3,048 | $2.9M | Reduce -1.4% |
| MSFT Microsoft Corp. | 1.87% | 6,717 | $2.9M | Reduce -10.9% |
| OKE Oneok Inc. | 1.86% | 31,472 | $2.9M | Add +0.6% |
| GS Goldman Sachs Group Inc. | 1.77% | 5,511 | $2.7M | Reduce -16.2% |
| QCOM Qualcomm Inc. | 1.75% | 15,918 | $2.7M | Reduce -3.0% |
| ARES Ares Management Corp. Class A | 1.71% | 16,926 | $2.6M | Reduce -21.4% |
| GOOGL Alphabet Inc. Class A | 1.71% | 15,895 | $2.6M | Reduce -10.1% |
| ENB Enbridge Inc. | 1.69% | 64,329 | $2.6M | Add +2.4% |
| ZTS Zoetis Inc. | 1.68% | 13,239 | $2.6M | Reduce -0.5% |
| V Visa Inc. Class A | 1.67% | 9,370 | $2.6M | Reduce -1.1% |
| ACN Accenture PLC Class A | 1.66% | 7,260 | $2.6M | Reduce -0.1% |
| JNJ Johnson & Johnson | 1.66% | 15,777 | $2.6M | Add +2.3% |
| MDT Medtronic PLC | 1.65% | 28,338 | $2.6M | Add +0.6% |
| SAIC Science Applications Inte | 1.65% | 18,300 | $2.5M | Add +2.0% |
| MRK Merck & Co. Inc. | 1.63% | 22,188 | $2.5M | Reduce -3.7% |
| PG The Procter & Gamble Co. | 1.60% | 14,262 | $2.5M | Reduce -1.8% |
| ABT Abbott Laboratories | 1.55% | 20,996 | $2.4M | Add +0.9% |
| CVX Chevron Corp. | 1.32% | 13,861 | $2.0M | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.29% | 20,702 | $2.0M | Add +4.3% |
| ORCL Oracle Corp. | 1.16% | 10,529 | $1.8M | Reduce -0.2% |
| AGG iShares Core U.S. Aggregate | 0.99% | 15,089 | $1.5M | Add +4.2% |
| TLT iShares 20+ Year Treasury BD | 0.97% | 15,332 | $1.5M | Add +0.8% |
| KKR KKR & Co. Inc. | 0.95% | 11,187 | $1.5M | No change |
| XLRE SS Real Estate Select Sector | 0.91% | 31,300 | $1.4M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.89% | 11,475 | $1.4M | Reduce -12.9% |
| MCHP Microchip Technology Inc. | 0.84% | 16,240 | $1.3M | Reduce -1.3% |
| BSX Boston Scientific Corp. | 0.79% | 14,625 | $1.2M | Reduce -4.6% |
| RQI Cohen & Steers Qual Inc. RLTY | 0.77% | 83,705 | $1.2M | Reduce -28.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.77% | 10,470 | $1.2M | Add +4.9% |
| VRP Invesco Variable Rate Prefer | 0.68% | 42,715 | $1.0M | Add +4.9% |
| MLPA Global X MLP ETF | 0.59% | 19,078 | $915K | Reduce -0.4% |
| BAB Invesco Taxable Municipal Bo | 0.59% | 33,098 | $913K | Add +9.2% |
| PGR Progressive Corp. | 0.59% | 3,594 | $912K | No change |
| VNQ Vanguard Real Estate ETF | 0.59% | 9,302 | $906K | No change |
| LLY Eli Lilly & Co. | 0.50% | 870 | $771K | No change |
| GSY Invesco Ultra Short Duration | 0.44% | 13,631 | $684K | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.41% | 12,098 | $637K | Add +0.4% |
| SPH Suburban Propane Partners LP | 0.37% | 31,844 | $571K | Reduce -26.5% |
| KJAN Innovator U.S. Small Cap Pow | 0.36% | 15,121 | $561K | No change |
| XLV SS Health Care Select Sector | 0.33% | 3,351 | $516K | Add +0.5% |
| DLR Digital Realty Trust Inc. | 0.32% | 3,091 | $500K | No change |
| BIP Brookfield Infrastructure Pa | 0.30% | 13,267 | $465K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 975 | $449K | No change |
| VGLT Vanguard Long-Term Treasury | 0.28% | 7,049 | $434K | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.25% | 675 | $386K | No change |
| WELL Welltower Inc. | 0.25% | 3,001 | $384K | No change |
| NOCT Innovator Growth-100 Power B | 0.25% | 7,625 | $381K | No change |
| AMZN Amazon.com Inc. | 0.23% | 1,938 | $361K | Add +13.5% |
| SPIP SS SPDR P Tips ETF | 0.21% | 12,316 | $324K | No change |
| GLD SPDR Gold Shares | 0.20% | 1,242 | $302K | Reduce -9.5% |
| MA Mastercard Inc. Class A | 0.18% | 550 | $272K | Reduce -32.7% |
| AMT American Tower Corp. | 0.15% | 1,023 | $238K | Reduce -68.8% |
| WMT Walmart Inc. | 0.14% | 2,722 | $220K | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.14% | 6,363 | $212K | Reduce -68.7% |
| PLD Prologis Inc. | 0.13% | 1,588 | $201K | Reduce -68.5% |
| CBUS Cibus Inc. | 0.05% | 21,987 | $72K | Add +29.4% |
| VVR Invesco Senior Income Trust | 0.03% | 13,000 | $53K | Reduce -48.0% |
Portfolio Sells Q2 2024 → Q3 2024
| XLE SS Energy Select Sector | Sold out | 0.00% | −2.83 |
| PHYS Sprott Physical Gold Trust | Sold out | 0.00% | −0.56 |
| GOOGL Alphabet Inc. Class A | Reduce -10.1% | 1.71% | −0.52 |
| QCOM Qualcomm Inc. | Reduce -3.0% | 1.75% | −0.51 |
| MSFT Microsoft Corp. | Reduce -10.9% | 1.87% | −0.46 |
| INVH Invitation Homes Inc. | Sold out | 0.00% | −0.45 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -12.9% | 0.89% | −0.42 |
| MRK Merck & Co. Inc. | Reduce -3.7% | 1.63% | −0.34 |
| AVGO Broadcom Inc. | Reduce -15.0% | 1.97% | −0.33 |
| GS Goldman Sachs Group Inc. | Reduce -16.2% | 1.77% | −0.29 |
| AMT American Tower Corp. | Reduce -68.8% | 0.15% | −0.29 |
| XLK SS Technology Select Sector | Reduce -1.3% | 3.38% | −0.28 |
| MAA Mid-America Apartment Comm | Sold out | 0.00% | −0.28 |
| ARES Ares Management Corp. Class A | Reduce -21.4% | 1.71% | −0.27 |
| VICI Vici Properties Inc. | Reduce -68.7% | 0.14% | −0.27 |
| PLD Prologis Inc. | Reduce -68.5% | 0.13% | −0.26 |
| IJR iShares Core S&P Small-Cap E | Reduce -8.7% | 3.21% | −0.21 |
| SPH Suburban Propane Partners LP | Reduce -26.5% | 0.37% | −0.20 |
| MCHP Microchip Technology Inc. | Reduce -1.3% | 0.84% | −0.20 |
| RQI Cohen & Steers Qual Inc. RLTY | Reduce -28.9% | 0.77% | −0.18 |
| HFRO Highland Opport & Income | Sold out | 0.00% | −0.17 |
| JPM JPMorgan Chase & Co. | Reduce -5.0% | 1.93% | −0.15 |
| TJX TJX Companies Inc. | Reduce -7.2% | 1.90% | −0.15 |
| FCX Freeport-McMoran Inc. | Reduce -3.5% | 1.89% | −0.14 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.6% | 2.20% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -32.7% | 0.18% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -1.8% | 1.60% | −0.06 |
| V Visa Inc. Class A | Reduce -1.1% | 1.67% | −0.05 |
| MLPA Global X MLP ETF | Reduce -0.4% | 0.59% | −0.05 |
| VVR Invesco Senior Income Trust | Reduce -48.0% | 0.03% | −0.04 |
| BSX Boston Scientific Corp. | Reduce -4.6% | 0.79% | −0.02 |
| GLD SPDR Gold Shares | Reduce -9.5% | 0.20% | −0.01 |
| PSA Public Storage | Reduce -15.8% | 1.98% | −0.00 |
| AAPL Apple Inc. | Reduce -2.5% | 2.29% | +0.02 |
| ZTS Zoetis Inc. | Reduce -0.5% | 1.68% | +0.08 |
| ALL Allstate Corp. | Reduce -4.2% | 2.02% | +0.13 |
| ORCL Oracle Corp. | Reduce -0.2% | 1.16% | +0.13 |
| ACN Accenture PLC Class A | Reduce -0.1% | 1.66% | +0.14 |
| IAU iShares Gold Trust | Reduce -1.2% | 3.35% | +0.15 |
| BLK BlackRock Finance Inc. | Reduce -1.4% | 1.88% | +0.19 |
Portfolio Buys Q2 2024 → Q3 2024
| FXI iShares China Large-Cap ETF | New | 2.90% | +2.90 |
| AMLP Alerian MLP ETF | New | 2.66% | +2.66 |
| RTX RTX Corp. | New | 1.94% | +1.94 |
| GSY Invesco Ultra Short Duration | New | 0.44% | +0.44 |
| RSP Invesco S&P 500 Equal Weight | Add +7.6% | 3.51% | +0.32 |
| SAIC Science Applications Inte | Add +2.0% | 1.65% | +0.19 |
| ENB Enbridge Inc. | Add +2.4% | 1.69% | +0.15 |
| WMT Walmart Inc. | New | 0.14% | +0.14 |
| MDT Medtronic PLC | Add +0.6% | 1.65% | +0.12 |
| KO The Coca-Cola Co. | Add +0.1% | 1.89% | +0.11 |
| JNJ Johnson & Johnson | Add +2.3% | 1.66% | +0.10 |
| OKE Oneok Inc. | Add +0.6% | 1.86% | +0.10 |
| MDY State Street SPDR S&P Midcap | Add +2.3% | 2.87% | +0.06 |
| ABT Abbott Laboratories | Add +0.9% | 1.55% | +0.06 |
| IVE iShares S&P 500 Value ETF | Add +0.1% | 3.17% | +0.05 |
| BAB Invesco Taxable Municipal Bo | Add +9.2% | 0.59% | +0.04 |
| IHI iShares U.S. Medical Devices | Add +2.4% | 2.60% | +0.04 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +4.9% | 0.77% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +4.2% | 0.99% | +0.02 |
| TLT iShares 20+ Year Treasury BD | Add +0.8% | 0.97% | +0.01 |
| AMZN Amazon.com Inc. | Add +13.5% | 0.23% | +0.01 |
| VRP Invesco Variable Rate Prefer | Add +4.9% | 0.68% | +0.00 |
| VGLT Vanguard Long-Term Treasury | Add +0.3% | 0.28% | +0.00 |
| XLV SS Health Care Select Sector | Add +0.5% | 0.33% | −0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +0.4% | 0.41% | −0.01 |
| CBUS Cibus Inc. | Add +29.4% | 0.05% | −0.07 |
| DIS The Walt Disney Co. | Add +4.3% | 1.29% | −0.07 |
| PMAY Innovator U.S. Equity Power | Add +0.4% | 2.80% | −0.08 |
| CVX Chevron Corp. | Add +0.1% | 1.32% | −0.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 90 | $247.7M | RSP, XLK, IJR, IVE, FEZ |
| Q1 2026 | 83 | $215.0M | RSP, XLK, IVE, IJR, AMLP |
| Q4 2025 | 86 | $218.1M | RSP, XLK, IVE, IJR, FEZ |
| Q3 2025 | 84 | $215.6M | RSP, IAU, XLK, IVE, IJR |
| Q2 2025 | 80 | $207.2M | RSP, XLK, IAU, IVE, IHI |
| Q1 2025 | 77 | $194.3M | IAU, RSP, XLK, IVE, AMLP |
| Q4 2024 | 80 | $173.7M | RSP, XLK, XMHQ, IAU, IJR |
| Q3 2024 | 77 | $154.3M | RSP, XLK, IAU, IJR, IVE |
| Q2 2024 | 78 | $144.6M | XLK, IJR, RSP, IAU, IVE |
| Q1 2024 | 79 | $148.2M | IJR, XLK, RSP, AMJ, IVE |