BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders
Screener Research
Sign in Register
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 11 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 OZK BANK OZK LITTLE ROCK ARK Financial Services 9,448 $435K 0.04% SOLD
202 CACI CACI INTL INC Technology 816 $435K 0.04% SOLD
203 CSL CARLISLE COS INC Industrials 1,358 $434K 0.04% SOLD
204 PHM PULTE GROUP INC Consumer Cyclical 3,701 $434K 0.04% SOLD
205 NWS NEWS CORP NEW Communication Services 14,635 $434K 0.04% SOLD
206 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 1,863 $433K 0.04% SOLD
207 SNX TD SYNNEX CORPORATION Technology 2,878 $432K 0.04% SOLD
208 NFG NATIONAL FUEL GAS CO Energy 5,394 $432K 0.04% SOLD
209 ENSG ENSIGN GROUP INC Healthcare 2,476 $431K 0.04% SOLD
210 NI NISOURCE INC Utilities 10,298 $430K 0.04% SOLD
211 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,435 $430K 0.04% SOLD
212 T AT&T INC Communication Services 17,289 $429K 0.04% SOLD
213 ACM AECOM Industrials 4,503 $429K 0.04% SOLD
214 NRG NRG ENERGY INC Utilities 2,695 $429K 0.04% SOLD
215 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,091 $429K 0.04% SOLD
216 ENTERGY CORP NEW 4,641 $429K 0.04% SOLD
217 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 2,708 $429K 0.04% SOLD
218 PNR PENTAIR PLC Industrials 4,111 $428K 0.04% SOLD
219 BSX BOSTON SCIENTIFIC CORP Healthcare 4,486 $428K 0.04% SOLD
220 FERG FERGUSON ENTERPRISES INC Industrials 1,921 $428K 0.04% SOLD
Page 11 of 15  ·  282 positions
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%