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Portfolio (Quarterly) Guide ↗

Cygnus Capital Advisors, LLC

· CIK 0002114319
13F Portfolio $146M AUM 113 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 47 New 24 Added 14 Reduced 94 Exited
Page 2 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CYTK Cytokinetics Inc Healthcare 229 $15.0 0.01% SOLD
22 LAW Cs Disco Inc Technology 1,765 $14.0 0.01% SOLD
23 ZM Zoom Communications Inc Technology 160 $14.0 0.01% SOLD
24 BY Byline Bancorp Inc Financial Services 432 $13.0 0.01% SOLD
25 IVVD Invivyd Inc Healthcare 5,013 $12.0 0.01% SOLD
26 AGYS Agilysys Inc Technology 98 $12.0 0.01% SOLD
27 GS Goldman Sachs Group Inc Financial Services 14 $12.0 0.01% SOLD
28 ICUI ICU Medical Inc Healthcare 81 $12.0 0.01% SOLD
29 PMT PennyMac Mortgage Investment Trust Real Estate 965 $12.0 0.01% SOLD
30 PCOR Procore Technologies Inc Technology 169 $12.0 0.01% SOLD
31 REYN Reynolds Consumer Products Inc Consumer Cyclical 535 $12.0 0.01% SOLD
32 TTMI TTM Technologies Inc Technology 171 $12.0 0.01% SOLD
33 BWMN Bowman Consulting Group Ltd Industrials 338 $11.0 0.01% SOLD
34 DHR Danaher Corp Healthcare 48 $11.0 0.01% SOLD
35 HII Huntington Ingalls Industries Inc Industrials 31 $11.0 0.01% SOLD
36 CART Maplebear Inc Consumer Cyclical 249 $11.0 0.01% SOLD
37 SNX TD SYNNEX Corp Technology 72 $11.0 0.01% SOLD
38 ASAN Asana Inc Technology 761 $10.0 0.01% SOLD
39 CTAS Cintas Corp Industrials 53 $10.0 0.01% SOLD
40 FDX FedEx Corp Industrials 36 $10.0 0.01% SOLD
Page 2 of 5  ·  94 positions
Sector Allocation
Technology 23.3%
Consumer Cyclical 22.5%
Consumer Defensive 15.8%
Industrials 12.7%
Energy 10.6%
Healthcare 7.3%
Real Estate 4.1%
Communication Services 3.7%