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 9 of 15 · 282 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
161	AFL	AFLAC INC	Financial Services	4,096	$452K	0.05%	SOLD
162	TOL	TOLL BROTHERS INC	Consumer Cyclical	3,340	$452K	0.05%	SOLD
163	WTS	WATTS WATER TECHNOLOGIES INC	Industrials	1,636	$452K	0.05%	SOLD
164	LECO	LINCOLN ELEC HLDGS INC	Industrials	1,884	$451K	0.05%	SOLD
165	BX	BLACKSTONE INC	Financial Services	2,928	$451K	0.05%	SOLD
166	CEG	CONSTELLATION ENERGY CORP	Utilities	1,277	$451K	0.05%	SOLD
167	TTWO	TAKE-TWO INTERACTIVE SOFTWAR	Communication Services	1,759	$450K	0.05%	SOLD
168	TTEK	TETRA TECH INC NEW	Industrials	13,419	$450K	0.05%	SOLD
169	EMR	EMERSON ELEC CO	Industrials	3,390	$450K	0.05%	SOLD
170	AES	AES CORP	Utilities	31,292	$449K	0.05%	SOLD
171	AIT	APPLIED INDL TECHNOLOGIES IN	Industrials	1,747	$449K	0.05%	SOLD
172	DDS	DILLARDS INC	Consumer Cyclical	739	$448K	0.05%	SOLD
173	THC	TENET HEALTHCARE CORP	Healthcare	2,253	$448K	0.05%	SOLD
174	BRBR	BELLRING BRANDS INC	Consumer Defensive	16,710	$447K	0.04%	SOLD
175	ABBV	ABBVIE INC	Healthcare	1,953	$446K	0.04%	SOLD
176	ZWS	ZURN ELKAY WATER SOLNS CORP	Industrials	9,593	$446K	0.04%	SOLD
177	ITW	ILLINOIS TOOL WKS INC	Industrials	1,806	$445K	0.04%	SOLD
178	SLM	SLM CORP	Financial Services	16,426	$444K	0.04%	SOLD
179	GOLF	ACUSHNET HLDGS CORP	Consumer Cyclical	5,566	$444K	0.04%	SOLD
180	PKG	PACKAGING CORP AMER	Consumer Cyclical	2,154	$444K	0.04%	SOLD

Page 9 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%