Lynx Investment Advisory Initiates Position in Akre Focus ETF
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 20 2026
0mins
Should l Buy AAPL?
Source: Fool
- New Position Established: Lynx Investment Advisory initiated a position in the Akre Focus ETF during Q4 2026, acquiring 87,467 shares valued at $5.73 million, which represents 3.1% of its reportable assets, indicating initial confidence in the fund.
- Asset Allocation Overview: While the Akre Focus ETF remains outside Lynx's top five holdings, its asset allocation reflects a preference for low-risk growth, particularly alongside investments in the iShares S&P 500 Quality ETF and Apple.
- Fund Performance Analysis: As of February 5, 2026, the Akre Focus ETF was priced at $57.11, down 16.2% from its 52-week high, and has declined 17.4% over the past year, significantly trailing the S&P 500 by 31 percentage points, highlighting challenges in the market.
- Investment Strategy Outlook: The Akre Focus ETF has delivered over 14% annualized returns since its inception in 2009, and despite underperforming in the last five years, its focus on high-quality growth stocks may yield better returns in the future, aligning with Lynx's low-risk growth investment strategy.
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
27 Analyst Rating
17 Buy
9 Hold
1 Sell
Moderate Buy
Current: 255.630
Low
239.00
Averages
306.89
High
350.00
Current: 255.630
Low
239.00
Averages
306.89
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, and Wearables, Home and Accessories. Its software platforms include iOS, iPadOS, macOS, watchOS, visionOS, and tvOS. Its services include advertising, AppleCare, cloud services, digital content and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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