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Portfolio (Quarterly) Guide ↗

Cynosure Group, LLC

· CIK 0001763409
13F Portfolio $983M AUM 704 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 399 New
Page 3 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,100.0 $2.4M 0.24% NEW $580.71 -25.2%
42 VONG VANGUARD SCOTTSDALE FDS 3,398.0 $2.3M 0.24% NEW $684.90 -81.5%
43 GTM ZOOMINFO TECHNOLOGIES INC Technology 227,765.0 $2.3M 0.24% NEW $10.17 -63.0%
44 AAPL APPLE INC Technology 8,385.0 $2.3M 0.23% NEW $271.86 +10.7%
45 GOOGL ALPHABET INC Communication Services 7,230.0 $2.3M 0.23% NEW $313.04 +25.6%
46 VEA VANGUARD TAX-MANAGED FDS 35,363.0 $2.2M 0.23% NEW $62.47 +10.7%
47 MUB ISHARES TR 20,544.0 $2.2M 0.22% NEW $107.11 -1.3%
48 JPM JPMORGAN CHASE & CO. Financial Services 6,684.0 $2.2M 0.22% NEW $322.23 -8.8%
49 VCIT VANGUARD SCOTTSDALE FDS 24,153.0 $2.0M 0.21% NEW $83.75 -2.5%
50 SCHF SCHWAB STRATEGIC TR 72,811.0 $1.8M 0.18% NEW $24.04 +11.1%
51 SCHG SCHWAB STRATEGIC TR 52,303.0 $1.7M 0.17% NEW $32.62 +3.9%
52 IEFA ISHARES TR 17,640.0 $1.6M 0.16% NEW $89.46 +6.8%
53 USMV ISHARES TR 15,812.0 $1.5M 0.15% NEW $94.16 +1.4%
54 V VISA INC Financial Services 4,180.0 $1.5M 0.15% NEW $350.71 -6.2%
55 PSP INVESCO EXCHANGE TRADED FD T 21,519.0 $1.4M 0.15% NEW $67.08 -12.4%
56 MCO MOODYS CORP Financial Services 2,629.0 $1.3M 0.14% NEW $510.85 -15.8%
57 IT GARTNER INC Technology 5,217.0 $1.3M 0.13% NEW $252.28 -40.5%
58 META META PLATFORMS INC Communication Services 1,921.0 $1.3M 0.13% NEW $660.15 -9.0%
59 ROOT INC 17,389.0 $1.3M 0.13% NEW $72.23
60 BR BROADRIDGE FINL SOLUTIONS IN Technology 5,512.0 $1.2M 0.12% NEW $223.17 -34.2%
Page 3 of 20  ·  399 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.7%
Industrials 16.1%
Healthcare 14.8%
Technology 14.2%
Consumer Cyclical 5.4%
Consumer Defensive 2.9%
Utilities 2.3%
Communication Services 2.3%
Energy 1.2%
Basic Materials 1.2%