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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 3 of 10  ·  198 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 $2.0M 0.25% $484.91 -10.0%
42 AAPL APPLE INC Technology 7,480.0 $1.9M 0.24% -905.0 -10.8% $253.80 +17.6%
43 NVDA NVIDIA CORPORATION Technology 10,875.0 $1.9M 0.24% -2K -16.4% $174.40 +27.9%
44 SCHF SCHWAB STRATEGIC TR 72,811.0 $1.8M 0.23% $24.75 +8.4%
45 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 20,645.0 $1.6M 0.20% -4.3M -99.5% $75.86 -18.8%
46 JPM JPMORGAN CHASE & CO Financial Services 5,235.0 $1.5M 0.19% -1K -21.7% $294.19 +1.5%
47 USMV ISHARES TR 15,854.0 $1.5M 0.18% $92.74 +3.7%
48 GTM ZOOMINFO TECHNOLOGIES INC Technology 227,765.0 $1.4M 0.17% $5.98 -36.5%
49 GOOGL ALPHABET INC Communication Services 4,677.0 $1.3M 0.17% -3K -35.3% $287.43 +35.7%
50 IEFA ISHARES TR 14,581.0 $1.3M 0.17% -3K -17.3% $90.53 +5.7%
51 SCHG SCHWAB STRATEGIC TR 40,932.0 $1.2M 0.15% -11K -21.7% $29.13 +16.6%
52 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,743.0 $1.1M 0.13% $282.37 +18.8%
53 IXN ISHARES TR 9,611.0 $961K 0.12% $99.97 +30.9%
54 META META PLATFORMS INC Communication Services 1,661.0 $950K 0.12% -260.0 -13.5% $572.21 +5.5%
55 USHY ISHARES TR 25,478.0 $939K 0.12% +7K +40.1% $36.84 -0.3%
56 SCHM SCHWAB STRATEGIC TR 28,603.0 $886K 0.11% $30.96 +8.8%
57 MUB ISHARES TR 8,332.0 $884K 0.11% -12K -59.4% $106.15 -0.4%
58 V VISA INC Financial Services 2,889.0 $873K 0.11% -1K -30.9% $302.24 +9.3%
59 VCIT VANGUARD SCOTTSDALE FDS 10,451.0 $865K 0.11% -14K -56.7% $82.75 -1.4%
60 BSCS INVESCO EXCH TRD SLF IDX FD 41,794.0 $854K 0.11% $20.42 -0.5%
Page 3 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%