Portfolio (Quarterly) Guide ↗

Cynosure Group, LLC

· CIK 0001763409

13F Portfolio $800M AUM 292 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 81 New 18 Added 57 Reduced 282 Exited

Page 3 of 15 · 282 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	ABNB	AIRBNB INC	Consumer Cyclical	4,161	$565K	0.06%	SOLD
42	MOH	MOLINA HEALTHCARE INC	Healthcare	3,211	$557K	0.06%	SOLD
43	ACGL	ARCH CAP GROUP LTD	Financial Services	5,749	$551K	0.06%	SOLD
44	FCNCA	FIRST CTZNS BANCSHARES INC D	Financial Services	256	$549K	0.06%	SOLD
45	ALGN	ALIGN TECHNOLOGY INC	Healthcare	3,502	$547K	0.06%	SOLD
46	TXN	TEXAS INSTRS INC	Technology	3,148	$546K	0.06%	SOLD
47	MRSH	MARSH & MCLENNAN COS INC	Financial Services	2,940	$545K	0.06%	SOLD
48	CELH	CELSIUS HLDGS INC	Consumer Defensive	11,888	$544K	0.06%	SOLD
49	FOX	FOX CORP	Communication Services	8,368	$543K	0.06%	SOLD
50	OMF	ONEMAIN HLDGS INC	Financial Services	8,032	$543K	0.06%	SOLD
51	APOS	APOLLO GLOBAL MGMT INC	Financial Services	3,736	$541K	0.06%	SOLD
52	ORLY	OREILLY AUTOMOTIVE INC	Consumer Cyclical	5,918	$540K	0.06%	SOLD
53	COKE	COCA COLA CONS INC	Consumer Defensive	3,521	$540K	0.06%	SOLD
54	TRGP	TARGA RES CORP	Energy	2,910	$537K	0.06%	SOLD
55	ICE	INTERCONTINENTAL EXCHANGE IN	Financial Services	3,299	$534K	0.05%	SOLD
56	LVS	LAS VEGAS SANDS CORP	Consumer Cyclical	8,204	$534K	0.05%	SOLD
57	HWKN	HAWKINS INC	Basic Materials	3,742	$532K	0.05%	SOLD
58	CVNA	CARVANA CO	Consumer Cyclical	1,257	$530K	0.05%	SOLD
59	PH	PARKER-HANNIFIN CORP	Industrials	595	$523K	0.05%	SOLD
60	OPCH	OPTION CARE HEALTH INC	Healthcare	16,404	$523K	0.05%	SOLD

Page 3 of 15 · 282 positions

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Sector Allocation

Financial Services 54.9%

Industrials 16.0%

Technology 14.4%

Healthcare 4.4%

Utilities 3.7%

Consumer Cyclical 2.7%

Communication Services 2.2%

Consumer Defensive 1.1%

Basic Materials 0.3%

Energy 0.2%