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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 4 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BSCR INVESCO EXCH TRD SLF IDX FD 39,123.0 $768K 0.10% $19.63 -0.2%
62 BSCQ INVESCO EXCH TRD SLF IDX FD 39,132.0 $764K 0.10% $19.53 -0.2%
63 MCO MOODYS CORP Financial Services 1,720.0 $750K 0.09% -909.0 -34.6% $436.25 +1.6%
64 IAU ISHARES GOLD TR Financial Services 7,814.0 $689K 0.09% $88.16 -4.4%
65 IJR ISHARES TR 5,528.0 $687K 0.09% +3K +87.5% $124.31 +7.1%
66 NDSN NORDSON CORP Industrials 2,562.0 $682K 0.09% $266.06 +4.0%
67 VGIT VANGUARD SCOTTSDALE FDS 11,152.0 $664K 0.08% $59.55 -1.8%
68 MLPX GLOBAL X FDS 8,635.0 $638K 0.08% $73.94 +5.0%
69 GOOG ALPHABET INC Communication Services 2,197.0 $630K 0.08% +1K +163.8% $286.89 +37.0%
70 MTD METTLER TOLEDO INTERNATIONAL Healthcare 485.0 $612K 0.08% $1261.20 -14.8%
71 ACWX ISHARES TR 8,794.0 $602K 0.07% $68.47 +7.3%
72 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,592.0 $584K 0.07% -2K -34.8% $162.48 -8.0%
73 EFA ISHARES TR 5,976.0 $574K 0.07% -27K -81.8% $96.03 +6.1%
74 IEMG ISHARES INC 8,067.0 $563K 0.07% -860.0 -9.6% $69.75 +12.6%
75 MGK VANGUARD WORLD FD 1,513.0 $556K 0.07% $367.44 -76.2%
76 TXG 10X GENOMICS INC Healthcare 25,730.0 $546K 0.07% $21.23 +1.0%
77 PID INVESCO EXCHANGE TRADED FD T 24,523.0 $546K 0.07% $22.25 +3.0%
78 JNJ JOHNSON & JOHNSON Healthcare 2,204.0 $539K 0.07% NEW $244.44 -6.3%
79 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5,737.0 $535K 0.07% $93.32 +2.6%
80 ROL ROLLINS INC Consumer Cyclical 10,002.0 $534K 0.07% -8K -44.0% $53.41 +2.2%
Page 4 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%