LYNX Capital Group Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed August 10, 2026), LYNX Capital Group Ltd. reported 80 stock positions worth $173.7 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 3.9% of the portfolio, followed by SS Technology Select Sector (XLK, 3.5%) and Invesco S&P Midcap Qual ETF (XMHQ, 3.3%). Compared with Q3 2024, it opened 6 new positions, sold out of 3, added to 22 and reduced 37. The biggest buy was a new position in Invesco S&P Midcap Qual ETF (XMHQ) and the biggest sale an exit from iShares China Large-Cap ETF (FXI).
- Most Recent 13F
- Q2 2026
- Location
- BEACHWOOD, OH
- CIK
- 0001013287
- Portfolio Value
- $173.7M (Q4 2024)
- SEC Filing
- 0001013287-26-000008 ↗ filed Aug 10, 2026
Holdings Value
Holdings 80 stocks · $173.7M
| RSP Invesco S&P 500 Equal Weight | 3.87% | 38,320 | $6.7M | Add +26.6% |
| XLK SS Technology Select Sector | 3.45% | 25,773 | $6.0M | Add +11.7% |
| XMHQ Invesco S&P Midcap Qual ETF | 3.33% | 61,775 | $5.8M | New |
| IAU iShares Gold Trust | 3.22% | 113,036 | $5.6M | Add +8.8% |
| IJR iShares Core S&P Small-Cap E | 3.11% | 46,875 | $5.4M | Add +10.6% |
| IVE iShares S&P 500 Value ETF | 3.06% | 27,871 | $5.3M | Add +12.5% |
| PMAY Innovator U.S. Equity Power | 2.97% | 143,544 | $5.2M | Add +17.0% |
| MDY State Street SPDR S&P Midcap | 2.96% | 9,030 | $5.1M | Add +16.1% |
| AMLP Alerian MLP ETF | 2.85% | 102,702 | $4.9M | Add +18.0% |
| IHI iShares U.S. Medical Devices | 2.74% | 81,684 | $4.8M | Add +20.5% |
| AVGO Broadcom Inc. | 2.33% | 17,440 | $4.0M | Reduce -1.2% |
| AAPL Apple Inc. | 2.19% | 15,170 | $3.8M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.00% | 5,930 | $3.5M | No change |
| TLT iShares 20+ Year Treasury BD | 1.99% | 39,513 | $3.5M | Add +157.7% |
| JPM JPMorgan Chase & Co. | 1.92% | 13,910 | $3.3M | Reduce -1.3% |
| GS Goldman Sachs Group Inc. | 1.81% | 5,478 | $3.1M | Reduce -0.6% |
| OKE Oneok Inc. | 1.80% | 31,186 | $3.1M | Reduce -0.9% |
| ALL Allstate Corp. | 1.80% | 16,220 | $3.1M | Reduce -1.6% |
| BLK BlackRock Inc. | 1.78% | 3,017 | $3.1M | Reduce -1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.73% | 24,798 | $3.0M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 1.72% | 15,757 | $3.0M | Reduce -0.9% |
| ARES Ares Management Corp. Class A | 1.71% | 16,782 | $3.0M | Reduce -0.8% |
| V Visa Inc. Class A | 1.69% | 9,274 | $2.9M | Reduce -1.0% |
| GSY Invesco Ultra Short Duration | 1.65% | 57,141 | $2.9M | Add +319.2% |
| AGG iShares Core U.S. Aggregate | 1.65% | 29,493 | $2.9M | Add +95.5% |
| RTX RTX Corp. | 1.64% | 24,545 | $2.8M | Reduce -0.9% |
| MSFT Microsoft Corp. | 1.62% | 6,670 | $2.8M | Reduce -0.7% |
| ENB Enbridge Inc. | 1.57% | 64,053 | $2.7M | Reduce -0.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.54% | 25,028 | $2.7M | Add +139.0% |
| ACN Accenture PLC Class A | 1.46% | 7,214 | $2.5M | Reduce -0.6% |
| STZ Constellation Brands Inc. Class A | 1.46% | 11,436 | $2.5M | New |
| KO The Coca-Cola Co. | 1.45% | 40,412 | $2.5M | Reduce -0.5% |
| PSA Public Storage | 1.44% | 8,333 | $2.5M | Reduce -0.8% |
| QCOM Qualcomm Inc. | 1.40% | 15,813 | $2.4M | Reduce -0.7% |
| PG The Procter & Gamble Co. | 1.37% | 14,214 | $2.4M | Reduce -0.3% |
| PPG PPG Industries Inc. | 1.37% | 19,938 | $2.4M | New |
| ABT Abbott Laboratories | 1.36% | 20,902 | $2.4M | Reduce -0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.32% | 20,633 | $2.3M | Reduce -0.3% |
| JNJ Johnson & Johnson | 1.31% | 15,732 | $2.3M | Reduce -0.3% |
| MDT Medtronic PLC | 1.30% | 28,259 | $2.3M | Reduce -0.3% |
| FCX Freeport-McMoran Inc. | 1.27% | 58,093 | $2.2M | Reduce -0.6% |
| MRK Merck & Co. Inc. | 1.26% | 22,053 | $2.2M | Reduce -0.6% |
| VRP Invesco Variable Rate Prefer | 1.24% | 89,070 | $2.2M | Add +108.5% |
| ZTS Zoetis Inc. | 1.24% | 13,174 | $2.1M | Reduce -0.5% |
| SAIC Science Applications Inte | 1.17% | 18,180 | $2.0M | Reduce -0.7% |
| CVX Chevron Corp. | 1.15% | 13,822 | $2.0M | Reduce -0.3% |
| ORCL Oracle Corp. | 1.00% | 10,449 | $1.7M | Reduce -0.8% |
| KKR KKR & Co. Inc. | 0.95% | 11,107 | $1.6M | Reduce -0.7% |
| BSX Boston Scientific Corp. | 0.75% | 14,625 | $1.3M | No change |
| XLRE SS Real Estate Select Sector | 0.73% | 31,300 | $1.3M | No change |
| RQI Cohen & Steers Qual Inc. RLTY | 0.59% | 84,405 | $1.0M | Add +0.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.56% | 11,336 | $975K | Reduce -1.2% |
| MLPA Global X MLP ETF | 0.52% | 18,262 | $902K | Reduce -4.3% |
| PGR Progressive Corp. | 0.50% | 3,594 | $861K | No change |
| VNQ Vanguard Real Estate ETF | 0.47% | 9,191 | $819K | Reduce -1.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.36% | 12,099 | $626K | Add +0.0% |
| LLY Eli Lilly & Co. | 0.34% | 770 | $594K | Reduce -11.5% |
| DLR Digital Realty Trust Inc. | 0.32% | 3,091 | $548K | No change |
| SPH Suburban Propane Partners LP | 0.32% | 31,844 | $548K | No change |
| KJAN Innovator U.S. Small Cap Pow | 0.30% | 14,121 | $527K | Reduce -6.6% |
| AMT American Tower Corp. | 0.29% | 2,786 | $511K | Add +172.3% |
| PLD Prologis Inc. | 0.29% | 4,800 | $507K | Add +202.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.29% | 17,190 | $502K | Add +170.2% |
| INVH Invitation Homes Inc. | 0.29% | 15,506 | $496K | New |
| XLV SS Health Care Select Sector | 0.27% | 3,408 | $469K | Add +1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 975 | $442K | No change |
| AMZN Amazon.com Inc. | 0.25% | 1,966 | $431K | Add +1.4% |
| BIP Brookfield Infrastructure Pa | 0.24% | 13,267 | $422K | No change |
| META Meta Platforms Inc. Class A | 0.23% | 675 | $395K | No change |
| NOCT Innovator Growth-100 Power B | 0.23% | 7,625 | $391K | No change |
| VGLT Vanguard Long-Term Treasury | 0.22% | 7,050 | $390K | Add +0.0% |
| WELL Welltower Inc. | 0.22% | 3,001 | $378K | No change |
| SPIP SS SPDR P Tips ETF | 0.17% | 11,900 | $301K | Reduce -3.4% |
| GLD SPDR Gold Shares | 0.17% | 1,242 | $301K | No change |
| WMT Walmart Inc. | 0.14% | 2,722 | $246K | No change |
| TSLA Tesla Inc. | 0.14% | 607 | $245K | New |
| MA Mastercard Inc. Class A | 0.14% | 450 | $237K | Reduce -18.2% |
| GOOG Alphabet Inc. Class C | 0.12% | 1,100 | $209K | New |
| CBUS Cibus Inc. | 0.04% | 21,987 | $61K | No change |
| VVR Invesco Senior Income Trust | 0.03% | 13,000 | $51K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| FXI iShares China Large-Cap ETF | Sold out | 0.00% | −2.90 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.84 |
| FCX Freeport-McMoran Inc. | Reduce -0.6% | 1.27% | −0.62 |
| BAB Invesco Taxable Municipal Bo | Sold out | 0.00% | −0.59 |
| PSA Public Storage | Reduce -0.8% | 1.44% | −0.54 |
| SAIC Science Applications Inte | Reduce -0.7% | 1.17% | −0.48 |
| KO The Coca-Cola Co. | Reduce -0.5% | 1.45% | −0.44 |
| ZTS Zoetis Inc. | Reduce -0.5% | 1.24% | −0.44 |
| MRK Merck & Co. Inc. | Reduce -0.6% | 1.26% | −0.37 |
| QCOM Qualcomm Inc. | Reduce -0.7% | 1.40% | −0.36 |
| MDT Medtronic PLC | Reduce -0.3% | 1.30% | −0.35 |
| JNJ Johnson & Johnson | Reduce -0.3% | 1.31% | −0.35 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.2% | 0.56% | −0.32 |
| RTX RTX Corp. | Reduce -0.9% | 1.64% | −0.31 |
| MSFT Microsoft Corp. | Reduce -0.7% | 1.62% | −0.25 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 1.37% | −0.23 |
| ALL Allstate Corp. | Reduce -1.6% | 1.80% | −0.22 |
| ACN Accenture PLC Class A | Reduce -0.6% | 1.46% | −0.20 |
| ABT Abbott Laboratories | Reduce -0.5% | 1.36% | −0.19 |
| TJX TJX Companies Inc. | Reduce -0.8% | 1.73% | −0.18 |
| CVX Chevron Corp. | Reduce -0.3% | 1.15% | −0.17 |
| ORCL Oracle Corp. | Reduce -0.8% | 1.00% | −0.16 |
| LLY Eli Lilly & Co. | Reduce -11.5% | 0.34% | −0.16 |
| ENB Enbridge Inc. | Reduce -0.4% | 1.57% | −0.13 |
| VNQ Vanguard Real Estate ETF | Reduce -1.2% | 0.47% | −0.12 |
| AAPL Apple Inc. | Reduce -0.2% | 2.19% | −0.11 |
| BLK BlackRock Inc. | Reduce -1.0% | 1.78% | −0.09 |
| MLPA Global X MLP ETF | Reduce -4.3% | 0.52% | −0.07 |
| KJAN Innovator U.S. Small Cap Pow | Reduce -6.6% | 0.30% | −0.06 |
| OKE Oneok Inc. | Reduce -0.9% | 1.80% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -18.2% | 0.14% | −0.04 |
| SPIP SS SPDR P Tips ETF | Reduce -3.4% | 0.17% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 1.92% | −0.01 |
| KKR KKR & Co. Inc. | Reduce -0.7% | 0.95% | −0.00 |
| ARES Ares Management Corp. Class A | Reduce -0.8% | 1.71% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 1.72% | +0.01 |
| V Visa Inc. Class A | Reduce -1.0% | 1.69% | +0.02 |
| DIS The Walt Disney Co. | Reduce -0.3% | 1.32% | +0.03 |
| GS Goldman Sachs Group Inc. | Reduce -0.6% | 1.81% | +0.04 |
| AVGO Broadcom Inc. | Reduce -1.2% | 2.33% | +0.35 |
Portfolio Buys Q3 2024 → Q4 2024
| XMHQ Invesco S&P Midcap Qual ETF | New | 3.33% | +3.33 |
| STZ Constellation Brands Inc. Class A | New | 1.46% | +1.46 |
| PPG PPG Industries Inc. | New | 1.37% | +1.37 |
| GSY Invesco Ultra Short Duration | Add +319.2% | 1.65% | +1.21 |
| TLT iShares 20+ Year Treasury BD | Add +157.7% | 1.99% | +1.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +139.0% | 1.54% | +0.77 |
| AGG iShares Core U.S. Aggregate | Add +95.5% | 1.65% | +0.66 |
| VRP Invesco Variable Rate Prefer | Add +108.5% | 1.24% | +0.56 |
| RSP Invesco S&P 500 Equal Weight | Add +26.6% | 3.87% | +0.35 |
| INVH Invitation Homes Inc. | New | 0.29% | +0.29 |
| AMLP Alerian MLP ETF | Add +18.0% | 2.85% | +0.19 |
| PMAY Innovator U.S. Equity Power | Add +17.0% | 2.97% | +0.17 |
| PLD Prologis Inc. | Add +202.3% | 0.29% | +0.16 |
| VICI Vici Properties Inc. | Add +170.2% | 0.29% | +0.15 |
| IHI iShares U.S. Medical Devices | Add +20.5% | 2.74% | +0.14 |
| TSLA Tesla Inc. | New | 0.14% | +0.14 |
| AMT American Tower Corp. | Add +172.3% | 0.29% | +0.14 |
| GOOG Alphabet Inc. Class C | New | 0.12% | +0.12 |
| MDY State Street SPDR S&P Midcap | Add +16.1% | 2.96% | +0.09 |
| XLK SS Technology Select Sector | Add +11.7% | 3.45% | +0.07 |
| AMZN Amazon.com Inc. | Add +1.4% | 0.25% | +0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +0.0% | 0.36% | −0.05 |
| VGLT Vanguard Long-Term Treasury | Add +0.0% | 0.22% | −0.06 |
| XLV SS Health Care Select Sector | Add +1.7% | 0.27% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Add +10.6% | 3.11% | −0.10 |
| IVE iShares S&P 500 Value ETF | Add +12.5% | 3.06% | −0.10 |
| IAU iShares Gold Trust | Add +8.8% | 3.22% | −0.12 |
| RQI Cohen & Steers Qual Inc. RLTY | Add +0.8% | 0.59% | −0.17 |
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 |