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Portfolio (Quarterly) Guide ↗

Cynosure Group, LLC

· CIK 0001763409
13F Portfolio $666M AUM 374 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 71 New 43 Added 41 Reduced 89 Exited
Page 1 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 BOXX EA SERIES TRUST 222,141 $25.8M 3.23% SOLD
2 XLE SELECT SECTOR SPDR TR 175,145 $10.7M 1.34% SOLD
3 XOP SPDR SERIES TRUST 58,099 $10.6M 1.32% SOLD
4 USO UNITED STS OIL FD LP Financial Services 64,625 $8.2M 1.03% SOLD
5 SCHX SCHWAB STRATEGIC TR 282,868 $7.3M 0.91% SOLD
6 VXUS VANGUARD STAR FDS 63,930 $4.9M 0.62% SOLD
7 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 154,787 $4.2M 0.53% SOLD
8 REM ISHARES TR 131,605 $2.8M 0.35% SOLD
9 KVYO KLAVIYO INC Technology 141,884 $2.8M 0.34% SOLD
10 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,100 $2.0M 0.25% SOLD
11 USMV ISHARES TR 15,854 $1.5M 0.18% SOLD
12 GTM ZOOMINFO TECHNOLOGIES INC Technology 227,765 $1.4M 0.17% SOLD
13 SCHG SCHWAB STRATEGIC TR 40,932 $1.2M 0.15% SOLD
14 SCHM SCHWAB STRATEGIC TR 28,603 $886K 0.11% SOLD
15 IAU ISHARES GOLD TR Financial Services 7,814 $689K 0.09% SOLD
16 VGIT VANGUARD SCOTTSDALE FDS 11,152 $664K 0.08% SOLD
17 MLPX GLOBAL X FDS 8,635 $638K 0.08% SOLD
18 MGK VANGUARD WORLD FD 1,513 $556K 0.07% SOLD
19 TXG 10X GENOMICS INC Healthcare 25,730 $546K 0.07% SOLD
20 PID INVESCO EXCHANGE TRADED FD T 24,523 $546K 0.07% SOLD
Page 1 of 5  ·  89 positions
Sector Allocation
Financial Services 41.9%
Industrials 20.4%
Technology 15.7%
Utilities 9.7%
Healthcare 5.0%
Communication Services 2.6%
Energy 1.9%
Consumer Cyclical 1.7%
Consumer Defensive 1.2%