LYNX Capital Group Ltd.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed August 12, 2026), LYNX Capital Group Ltd. reported 77 stock positions worth $194.3 million. Its top holding was iShares Gold Trust (IAU) at 4.0% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 3.9%) and SS Technology Select Sector (XLK, 3.3%). Compared with Q4 2024, it opened 4 new positions, sold out of 7, added to 42 and reduced 12. The biggest buy was a new position in Unitedhealth (UNH) and the biggest sale an exit from Constellation Brands Class A (STZ).
- Most Recent 13F
- Q2 2026
- Location
- BEACHWOOD, OH
- CIK
- 0001013287
- Portfolio Value
- $194.3M (Q1 2025)
- SEC Filing
- 0001013287-26-000009 ↗ filed Aug 12, 2026
Holdings Value
Holdings 77 stocks · $194.3M
| IAU iShares Gold Trust | 3.95% | 130,297 | $7.7M | Add +15.3% |
| RSP Invesco S&P 500 Equal Weight | 3.91% | 43,808 | $7.6M | Add +14.3% |
| XLK SS Technology Select Sector | 3.28% | 30,877 | $6.4M | Add +19.8% |
| IVE iShares S&P 500 Value ETF | 3.26% | 33,248 | $6.3M | Add +19.3% |
| AMLP Alerian MLP ETF | 3.25% | 121,446 | $6.3M | Add +18.3% |
| XMHQ Invesco S&P Midcap Qual ETF | 3.18% | 67,468 | $6.2M | Add +9.2% |
| IHI iShares U.S. Medical Devices | 3.16% | 102,090 | $6.1M | Add +25.0% |
| IJR iShares Core S&P Small-Cap E | 3.01% | 55,902 | $5.8M | Add +19.3% |
| MDY State Street SPDR S&P Midcap | 2.94% | 10,722 | $5.7M | Add +18.7% |
| PMAY Innovator U.S. Equity Power | 2.66% | 144,267 | $5.2M | Add +0.5% |
| TLT iShares 20+ Year Treasury BD | 2.64% | 56,408 | $5.1M | Add +42.8% |
| RTX RTX Corp. | 1.82% | 26,630 | $3.5M | Add +8.5% |
| V Visa Inc. Class A | 1.80% | 9,979 | $3.5M | Add +7.6% |
| ABT Abbott Laboratories | 1.79% | 26,144 | $3.5M | Add +25.1% |
| ALL Allstate Corp. | 1.77% | 16,633 | $3.4M | Add +2.5% |
| JPM JPMorgan Chase & Co. | 1.77% | 14,019 | $3.4M | Add +0.8% |
| KO The Coca-Cola Co. | 1.76% | 47,822 | $3.4M | Add +18.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.72% | 27,455 | $3.3M | Add +10.7% |
| UNH Unitedhealth Group Inc. | 1.71% | 6,341 | $3.3M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.71% | 5,930 | $3.3M | No change |
| AAPL Apple Inc. | 1.67% | 14,612 | $3.2M | Reduce -3.7% |
| OKE Oneok Inc. | 1.65% | 32,394 | $3.2M | Add +3.9% |
| PG The Procter & Gamble Co. | 1.61% | 18,311 | $3.1M | Add +28.8% |
| GS Goldman Sachs Group Inc. | 1.60% | 5,688 | $3.1M | Add +3.8% |
| MDT Medtronic PLC | 1.60% | 34,571 | $3.1M | Add +22.3% |
| JNJ Johnson & Johnson | 1.60% | 18,710 | $3.1M | Add +18.9% |
| CVX Chevron Corp. | 1.60% | 18,536 | $3.1M | Add +34.1% |
| BLK BlackRock Inc. | 1.59% | 3,260 | $3.1M | Add +8.1% |
| ENB Enbridge Inc. | 1.59% | 69,631 | $3.1M | Add +8.7% |
| PSA Public Storage | 1.51% | 9,816 | $2.9M | Add +17.8% |
| AGG iShares Core U.S. Aggregate | 1.50% | 29,446 | $2.9M | Reduce -0.2% |
| MSFT Microsoft Corp. | 1.48% | 7,647 | $2.9M | Add +14.7% |
| QCOM Qualcomm Inc. | 1.48% | 18,653 | $2.9M | Add +18.0% |
| GSY Invesco Ultra Short Duration | 1.47% | 57,145 | $2.9M | Add +0.0% |
| AVGO Broadcom Inc. | 1.47% | 17,102 | $2.9M | Reduce -1.9% |
| CEG Constellation Energy | 1.47% | 14,132 | $2.8M | New |
| LMT Lockheed Martin Corp. | 1.44% | 6,263 | $2.8M | New |
| ARES Ares Management Corp. Class A | 1.43% | 19,004 | $2.8M | Add +13.2% |
| FCX Freeport-McMoran Inc. | 1.43% | 73,582 | $2.8M | Add +26.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.40% | 25,019 | $2.7M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 1.39% | 17,496 | $2.7M | Add +11.0% |
| ACN Accenture PLC Class A | 1.36% | 8,451 | $2.6M | Add +17.1% |
| SAIC Science Applications Inte | 1.34% | 23,220 | $2.6M | Add +27.7% |
| PPG PPG Industries Inc. | 1.30% | 23,071 | $2.5M | Add +15.7% |
| MRK Merck & Co. Inc. | 1.29% | 28,004 | $2.5M | Add +27.0% |
| VRP Invesco Variable Rate Prefer | 1.11% | 88,875 | $2.2M | Reduce -0.2% |
| BSX Boston Scientific Corp. | 0.76% | 14,625 | $1.5M | No change |
| ORCL Oracle Corp. | 0.76% | 10,547 | $1.5M | Add +0.9% |
| RQI Cohen & Steers Qual Inc. RLTY | 0.68% | 105,088 | $1.3M | Add +24.5% |
| XLRE SS Real Estate Select Sector | 0.67% | 31,300 | $1.3M | No change |
| KKR KKR & Co. Inc. | 0.66% | 11,107 | $1.3M | No change |
| PGR Progressive Corp. | 0.52% | 3,594 | $1.0M | No change |
| MLPA Global X MLP ETF | 0.50% | 18,326 | $976K | Add +0.3% |
| VNQ Vanguard Real Estate ETF | 0.43% | 9,191 | $832K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.40% | 11,282 | $783K | Reduce -0.5% |
| SPH Suburban Propane Partners LP | 0.34% | 31,844 | $669K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.32% | 12,003 | $629K | Reduce -0.8% |
| AMT American Tower Corp. | 0.31% | 2,786 | $606K | No change |
| LLY Eli Lilly & Co. | 0.31% | 720 | $595K | Reduce -6.5% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.29% | 17,190 | $561K | No change |
| EWY iShares MSCI South Korea ETF | 0.28% | 10,000 | $540K | New |
| INVH Invitation Homes Inc. | 0.28% | 15,506 | $540K | No change |
| PLD Prologis Inc. | 0.28% | 4,800 | $537K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 975 | $519K | No change |
| KJAN Innovator U.S. Small Cap Pow | 0.26% | 14,121 | $505K | No change |
| XLV SS Health Care Select Sector | 0.26% | 3,432 | $501K | Add +0.7% |
| DLR Digital Realty Trust Inc. | 0.23% | 3,091 | $443K | No change |
| WELL Welltower Inc. | 0.23% | 2,878 | $441K | Reduce -4.1% |
| VGLT Vanguard Long-Term Treasury | 0.21% | 6,958 | $401K | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 0.20% | 675 | $389K | No change |
| BIP Brookfield Infrastructure Pa | 0.20% | 12,867 | $383K | Reduce -3.0% |
| NOCT Innovator Growth-100 Power B | 0.20% | 7,625 | $379K | No change |
| AMZN Amazon.com Inc. | 0.19% | 1,966 | $374K | No change |
| GLD SPDR Gold Shares | 0.18% | 1,242 | $358K | No change |
| SPIP SS SPDR P Tips ETF | 0.16% | 11,700 | $309K | Reduce -1.7% |
| MA Mastercard Inc. Class A | 0.13% | 450 | $247K | No change |
| CBUS Cibus Inc. | 0.02% | 22,487 | $42K | Add +2.3% |
Portfolio Sells Q4 2024 → Q1 2025
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −1.46 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −1.32 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −1.24 |
| AVGO Broadcom Inc. | Reduce -1.9% | 1.47% | −0.85 |
| AAPL Apple Inc. | Reduce -3.7% | 1.67% | −0.52 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.5% | 0.40% | −0.16 |
| AGG iShares Core U.S. Aggregate | Reduce -0.2% | 1.50% | −0.15 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.14 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.14 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.0% | 1.40% | −0.14 |
| VRP Invesco Variable Rate Prefer | Reduce -0.2% | 1.11% | −0.13 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.12 |
| BIP Brookfield Infrastructure Pa | Reduce -3.0% | 0.20% | −0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -0.8% | 0.32% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -6.5% | 0.31% | −0.04 |
| VVR Invesco Senior Income Trust | Sold out | 0.00% | −0.03 |
| VGLT Vanguard Long-Term Treasury | Reduce -1.3% | 0.21% | −0.02 |
| SPIP SS SPDR P Tips ETF | Reduce -1.7% | 0.16% | −0.01 |
| WELL Welltower Inc. | Reduce -4.1% | 0.23% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| UNH Unitedhealth Group Inc. | New | 1.71% | +1.71 |
| CEG Constellation Energy | New | 1.47% | +1.47 |
| LMT Lockheed Martin Corp. | New | 1.44% | +1.44 |
| IAU iShares Gold Trust | Add +15.3% | 3.95% | +0.73 |
| TLT iShares 20+ Year Treasury BD | Add +42.8% | 2.64% | +0.66 |
| CVX Chevron Corp. | Add +34.1% | 1.60% | +0.44 |
| ABT Abbott Laboratories | Add +25.1% | 1.79% | +0.42 |
| IHI iShares U.S. Medical Devices | Add +25.0% | 3.16% | +0.42 |
| AMLP Alerian MLP ETF | Add +18.3% | 3.25% | +0.40 |
| KO The Coca-Cola Co. | Add +18.3% | 1.76% | +0.31 |
| MDT Medtronic PLC | Add +22.3% | 1.60% | +0.30 |
| JNJ Johnson & Johnson | Add +18.9% | 1.60% | +0.29 |
| EWY iShares MSCI South Korea ETF | New | 0.28% | +0.28 |
| PG The Procter & Gamble Co. | Add +28.8% | 1.61% | +0.23 |
| IVE iShares S&P 500 Value ETF | Add +19.3% | 3.26% | +0.20 |
| RTX RTX Corp. | Add +8.5% | 1.82% | +0.18 |
| SAIC Science Applications Inte | Add +27.7% | 1.34% | +0.17 |
| FCX Freeport-McMoran Inc. | Add +26.7% | 1.43% | +0.16 |
| V Visa Inc. Class A | Add +7.6% | 1.80% | +0.11 |
| RQI Cohen & Steers Qual Inc. RLTY | Add +24.5% | 0.68% | +0.08 |
| QCOM Qualcomm Inc. | Add +18.0% | 1.48% | +0.08 |
| PSA Public Storage | Add +17.8% | 1.51% | +0.08 |
| RSP Invesco S&P 500 Equal Weight | Add +14.3% | 3.91% | +0.04 |
| MRK Merck & Co. Inc. | Add +27.0% | 1.29% | +0.03 |
| ENB Enbridge Inc. | Add +8.7% | 1.59% | +0.02 |
| TJX TJX Companies Inc. | Add +10.7% | 1.72% | −0.00 |
| XLV SS Health Care Select Sector | Add +0.7% | 0.26% | −0.01 |
| CBUS Cibus Inc. | Add +2.3% | 0.02% | −0.01 |
| MLPA Global X MLP ETF | Add +0.3% | 0.50% | −0.02 |
| MDY State Street SPDR S&P Midcap | Add +18.7% | 2.94% | −0.02 |
| ALL Allstate Corp. | Add +2.5% | 1.77% | −0.03 |
| PPG PPG Industries Inc. | Add +15.7% | 1.30% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Add +19.3% | 3.01% | −0.10 |
| ACN Accenture PLC Class A | Add +17.1% | 1.36% | −0.10 |
| MSFT Microsoft Corp. | Add +14.7% | 1.48% | −0.14 |
| OKE Oneok Inc. | Add +3.9% | 1.65% | −0.15 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 1.77% | −0.15 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +9.2% | 3.18% | −0.15 |
| XLK SS Technology Select Sector | Add +19.8% | 3.28% | −0.17 |
| GSY Invesco Ultra Short Duration | Add +0.0% | 1.47% | −0.17 |
| BLK BlackRock Inc. | Add +8.1% | 1.59% | −0.19 |
| GS Goldman Sachs Group Inc. | Add +3.8% | 1.60% | −0.21 |
| ORCL Oracle Corp. | Add +0.9% | 0.76% | −0.24 |
| ARES Ares Management Corp. Class A | Add +13.2% | 1.43% | −0.28 |
| PMAY Innovator U.S. Equity Power | Add +0.5% | 2.66% | −0.31 |
| GOOGL Alphabet Inc. Class A | Add +11.0% | 1.39% | −0.32 |
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 |