Arkolith/Funds/Lynx Capital Group Ltd

Lynx Capital Group Ltd

CIK 1013287
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Lynx Capital Group Ltd holds a diversified book of 91 stocks worth $247.7M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened SS Industrial Select Sector and trimmed SS Technology Select Sector. Their largest long position is Invesco S&P 500 Equal Weight at 5% of the equity book.

Opened
43
bought for the first time
Added to
39
already held, bought more
Trimmed
18
sold some, still holds it
Sold out
4
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
34%
Top 20 holdings
52%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

50% mapped to company sectors

ETF / fund or unclassified
50%
Financials
15%
Information Technology
9%
Health Care
5%
Materials
5%
Consumer Discretionary
3%
Utilities
3%
Industrials
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

91 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exchange Traded FD T
S&P500 EQL WGT
$13.3M62.5K
5.4%
+31%
Added · +15K sh
2Select Sector SPDR TR
ST STR TECHN ETF
$11.2M58.8K
4.5%
−0.9%
Reduced · −549 sh
3Ishares TR
CORE S&P SCP ETF
$8.9M60.3K
3.6%
+8.0%
Added · +4K sh
4Ishares TR
S&P 500 VAL ETF
$8.5M37.6K
3.4%
+14%
Added · +5K sh
5SPDR Index SHS FDS
ST STR EU 50 ETF
$7.9M114.4K
3.2%
+13%
Added · +13K sh
6State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$7.8M11.1K
3.2%
+5.8%
Added · +612 sh
7ALPS ETF TR
ALERIAN MLP
$7.2M138.8K
2.9%
+13%
Added · +16K sh
8Innovator Etfs Trust
US EQTY PWR BUF
$6.7M162.3K
2.7%
+14%
Added · +20K sh
9Ishares TR
U.S. MED DVC ETF
$6.2M125.7K
2.5%
+23%
Added · +24K sh
10Broadcom Inc
COM
$5.4M14.3K
2.2%
−2.9%
Reduced · −420 sh
11Ishares TR
20 YR TR BD ETF
$5.1M59.6K
2.1%
−0.3%
Reduced · −170 sh
12Ishares TR
CORE US AGGBD ET
$5.0M50.7K
2.0%
+51%
Added · +17K sh
13Ishares TR
IBOXX INV CP ETF
$4.9M45.3K
2.0%
+58%
Added · +17K sh
14Invesco Actively Managed Exc
ULTRA SHRT DUR
$4.9M98.3K
2.0%
+54%
Added · +34K sh
15Johnson & Johnson
COM
$4.6M18.2K
1.9%
−1.6%
Reduced · −289 sh
16Apple Inc
COM
$4.6M15.8K
1.8%
+14%
Added · +2K sh
17Freeport McMoran Inc
CL B
$4.5M71.0K
1.8%
−2.6%
Reduced · −2K sh
18Ishares Gold TR
ISHARES NEW
$4.5M58.9K
1.8%
−0.8%
Reduced · −478 sh
19JPMorgan Chase & Co
COM
$4.2M13.0K
1.7%
−2.6%
Reduced · −354 sh
20TJX Cos Inc New
COM
$4.2M27.7K
1.7%
+4.7%
Added · +1K sh
21Abbott Laboratories
COM
$4.1M45.5K
1.7%
+11%
Added · +5K sh
22Qualcomm Inc
COM
$4.0M21.7K
1.6%
+17%
Added · +3K sh
23Alphabet Inc
CAP STK CL A
$3.9M11.0K
1.6%
+0.3%
Added · +31 sh
24Allstate Corp
COM
$3.9M16.2K
1.6%
−0.6%
Reduced · −94 sh
25Ishares TR
FLTG RATE NT ETF
$3.8M75.2K
1.6%
+55%
Added · +27K sh
26Berkshire Hathaway Inc Del
CL B NEW
$3.8M7.6K
1.5%
+1.1%
Added · +83 sh
27Coca Cola Co
COM
$3.8M46.3K
1.5%
−1.4%
Reduced · −660 sh
28Goldman Sachs Group Inc
COM
$3.8M3.7K
1.5%
−1.3%
Reduced · −48 sh
29PPG Inds Inc
COM
$3.7M30.4K
1.5%
−0.8%
Reduced · −238 sh
30Invesco Exchange Traded FD T
S&P MDCP QUALITY
$3.7M32.4K
1.5%
+0.2%
Added · +73 sh
31Metlife Inc
COM
$3.7M43.2K
1.5%
+2.1%
Added · +896 sh
32Enbridge Inc
COM
$3.6M66.4K
1.5%
−1.7%
Reduced · −1K sh
33Merck & Co Inc
COM
$3.6M27.9K
1.4%
−0.3%
Reduced · −75 sh
34Visa Inc
COM CL A
$3.5M10.1K
1.4%
+3.7%
Added · +363 sh
35Constellation Energy Corp
COM
$3.3M13.4K
1.3%
−1.3%
Reduced · −170 sh
36BlackRock Inc
COM
$3.1M3.2K
1.2%
+0.8%
Added · +24 sh
37Procter & Gamble Co
COM
$3.1M20.9K
1.2%
+14%
Added · +3K sh
38Public Storage
COM
$3.1M9.6K
1.2%
+3.3%
Added · +306 sh
39Chevron Corporation
COM
$3.0M18.4K
1.2%
−1.0%
Reduced · −190 sh
40Oneok Inc New
COM
$3.0M34.8K
1.2%
+17%
Added · +5K sh
41Microsoft Corp
COM
$2.9M7.7K
1.2%
+4.6%
Added · +344 sh
42Ares Management Corporation
CL A COM STK
$2.7M24.6K
1.1%
+31%
Added · +6K sh
43Dimensional ETF Trust
SHOR DUR FIX ETF
$2.5M52.6K
1.0%
+56%
Added · +19K sh
44Select Sector SPDR TR
ST STR INDL ETF
$2.4M12.8K
1.0%
New
New position
45Oracle Corp
COM
$2.3M15.7K
0.9%
+48%
Added · +5K sh
46Cohen & Steers Quality Incom
COM
$2.3M182.9K
0.9%
+20%
Added · +30K sh
47Amazon Com Inc
COM
$2.2M9.2K
0.9%
+18%
Added · +1K sh
48Honeywell Intl Inc
COM
$1.9M8.4K
0.8%
New
New position
49Honeywell Aerospace Inc
COM
$1.8M8.4K
0.7%
New
New position
50KKR & Co Inc
COM
$1.7M18.1K
0.7%
+12%
Added · +2K sh
Showing 50 of 91 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202691$247.7M13F-HR
Q1 2026Mar 31, 2026Aug 12, 202683$215.0M13F-HR
Q4 2025Dec 31, 2025Aug 12, 202686$218.1M13F-HR
Q3 2025Sep 30, 2025Aug 12, 202684$215.6M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202680$207.2M13F-HR
Q1 2025Mar 31, 2025Aug 12, 202677$194.3M13F-HR
Q4 2024Dec 31, 2024Aug 10, 202680$173.7M13F-HR
Q3 2024Sep 30, 2024Aug 10, 202677$154.3M13F-HR
Q2 2024Jun 30, 2024Aug 10, 202678$144.6M13F-HR
Q1 2024Mar 31, 2024Aug 10, 202679$148.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.