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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 10 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VIG VANGUARD SPECIALIZED FUNDS 1,452.0 $312K 0.04% $215.10 +6.7%
182 VUG VANGUARD INDEX FDS 701.0 $306K 0.04% $436.56 -80.2%
183 TMDX TRANSMEDICS GROUP INC Healthcare 3,036.0 $302K 0.04% NEW $99.41 -31.3%
184 DSGX DESCARTES SYS GROUP INC Technology 3,920.0 $281K 0.04% $71.56 -1.0%
185 IWR ISHARES TR 2,836.0 $273K 0.03% -3K -52.5% $96.27 +7.1%
186 AMD ADVANCED MICRO DEVICES INC Technology 1,329.0 $270K 0.03% NEW $203.42 +103.5%
187 KO COCA COLA CO Consumer Defensive 3,504.0 $267K 0.03% $76.06 +6.8%
188 SCHD SCHWAB STRATEGIC TR 8,355.0 $256K 0.03% -16K -66.2% $30.68 +4.6%
189 SHY ISHARES TR 3,066.0 $253K 0.03% $82.57 -0.6%
190 FDN FIRST TR EXCHANGE-TRADED FD 1,000.0 $234K 0.03% NEW $234.03 +14.3%
191 AKRE PROFESIONALLY MANAGED PORTFO 4,355.0 $230K 0.03% $52.85 +2.3%
192 NOW SERVICENOW INC Technology 2,190.0 $229K 0.03% -6K -72.4% $104.55 -1.1%
193 PDX PIMCO DYNAMIC INCOME STRATEG Financial Services 10,158.0 $224K 0.03% NEW $22.06 -2.9%
194 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 353.0 $218K 0.03% NEW $616.76 +5.7%
195 IT GARTNER INC Technology 1,373.0 $217K 0.03% -4K -73.7% $158.34 -1.8%
196 ACN ACCENTURE PLC IRELAND Technology 1,095.0 $217K 0.03% $198.29 -10.8%
197 TSLA TESLA INC Consumer Cyclical 583.0 $217K 0.03% -993.0 -63.0% $371.49 +10.4%
198 IWM ISHARES TR 840.0 $208K 0.03% -2K -74.8% $247.35 +10.4%
Page 10 of 10  ·  198 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 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%