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Lynx Investment Advisory

Q1 2026 Holdings

Filed 2026-04-24 | 400 holdings | $209.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Zions Bancorporation Natl Assn COM(ZION)Stock989701107$353.3K6,1310.2%
Lincoln Natl Corp IND COM(LNC)Stock534187109$355.7K10,0210.2%
Dimensional US High Profitability ETF(DUHP)ETF25434V831$355.9K9,6820.2%
Dimensional Inflation-Protected Securities ETF(DFIP)ETF25434V856$360.9K8,6510.2%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)ETF92206C870$361.6K4,3700.2%
HP Inc COM(HPQ)Stock40434L105$365.6K19,0340.2%
State Street Spdr Portfolio High Yield Bond ETF(SPHY)ETF78468R606$373.1K15,9990.2%
Oracle Corp COM(ORCL)Stock68389X105$373.6K2,5400.2%
Vanguard ST Bond ETF (BSV)(BSV)ETF921937827$374.3K4,7740.2%
Comcast Corp New CL A(CMCSA)Stock20030N101$376.8K13,1250.2%
Cisco SYS Inc COM(CSCO)Stock17275R102$376.8K4,8570.2%
Vanguard Ftse All-World Ex-US Small-Cap ETF(VSS)ETF922042718$386.3K2,6500.2%
Fidelity Natl Finl Inc COM SHS(FNF)Stock31620R303$391.5K8,4410.2%
US Bancorp COM New(USB)Stock902973304$397.6K7,6450.2%
Merck & Co Inc COM(MRK)Stock58933Y105$399.5K3,3210.2%
Ishares Core S&P 500 ETF(IVV)ETF464287200$404.1K6190.2%
State Street Spdr S&P Dividend ETF(SDY)ETF78464A763$405.7K2,7800.2%
Abbvie Inc COM(ABBV)Stock00287Y109$408.1K1,8760.2%
SEI Enhanced U.S. Large Cap Quality Factor ETF(SEIQ)ETF81589A106$414.2K11,3760.2%
State Street Spdr Euro Stoxx 50 ETF(FEZ)ETF78463X202$418.1K6,7340.2%
General Mills Inc COM(GIS)Stock370334104$419.9K11,2800.2%
United Bankshares Inc West VA COM(UBSI)Stock909907107$427.6K10,3240.2%
Chord Energy Corporation COM New(CHRD)Stock674215207$433.7K3,0500.2%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$435.8K7550.2%
Schwab US Tips ETF(SCHP)ETF808524870$437.0K16,4210.2%
Ishares Russell Midcap ETF(IWR)ETF464287499$444.0K4,5660.2%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$446.4K9,2900.2%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$452.9K15,5490.2%
Vanguard Total Stock MKT ETF (VTI)(VTI)ETF922908769$459.7K1,4330.2%
Procter & Gamble Co COM(PG)Stock742718109$464.3K3,2140.2%
Price T Rowe Group Inc COM(TROW)Stock74144T108$468.7K5,2000.2%
Advanced Micro Devices Inc COM(AMD)Stock007903107$472.2K2,3210.2%
Walmart Inc COM(WMT)Stock931142103$495.9K3,9900.2%
SEI Select Emerging Markets Equity ETF(SEEM)ETF81589A601$498.9K15,2360.2%
State Street Consumer Staples Select Sector Spdr ETF(XLP)ETF81369Y308$499.1K6,0880.2%
Ishares Core Msci International Developed Markets ETF(IDEV)ETF46435G326$501.0K5,9950.2%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$503.2K16,4980.2%
Ishares Tips Bond ETF(TIP)ETF464287176$507.1K4,5960.2%
Citizens Finl Group Inc COM(CFG)Stock174610105$518.8K8,6510.2%
Regions Financial Corp New COM(RF)Stock7591EP100$519.8K19,9010.2%
Ishares National Muni Bond ETF(MUB)ETF464288414$523.6K4,9330.3%
Vanguard Small-Cap ETF(VB)ETF922908751$530.2K2,0240.3%
International Business Machs COM(IBM)Stock459200101$543.5K2,2420.3%
Huntington Bancshares Inc COM(HBAN)Stock446150104$544.3K34,7780.3%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$563.8K6,2280.3%
First Amern Finl Corp COM(FAF)Stock31847R102$568.8K9,4350.3%
Weyerhaeuser Co COM New(WY)REIT962166104$579.9K23,7380.3%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$586.3K4,0080.3%
Eastman Chem Co COM(EMN)Stock277432100$586.4K7,6840.3%
Tesla Inc COM(TSLA)Stock88160R101$587.0K1,5790.3%
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