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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 14 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Status
261 ENPH ENPHASE ENERGY INC Energy 12,573 $403K 0.04% SOLD
262 UNH UNITEDHEALTH GROUP INC Healthcare 1,220 $403K 0.04% SOLD
263 EXR EXTRA SPACE STORAGE INC Real Estate 3,076 $401K 0.04% SOLD
264 CI THE CIGNA GROUP Healthcare 1,455 $400K 0.04% SOLD
265 FSS FEDERAL SIGNAL CORP Industrials 3,677 $399K 0.04% SOLD
266 DVA DAVITA INC Healthcare 3,496 $397K 0.04% SOLD
267 HLI HOULIHAN LOKEY INC Financial Services 2,278 $397K 0.04% SOLD
268 MO ALTRIA GROUP INC Consumer Defensive 6,875 $396K 0.04% SOLD
269 TGTX TG THERAPEUTICS INC Healthcare 13,205 $394K 0.04% SOLD
270 FFIV F5 INC Technology 1,532 $391K 0.04% SOLD
271 CALM CAL MAINE FOODS INC Consumer Defensive 4,884 $389K 0.04% SOLD
272 IDCC INTERDIGITAL INC Technology 1,215 $387K 0.04% SOLD
273 MPC MARATHON PETE CORP Energy 2,377 $387K 0.04% SOLD
274 SMMT SUMMIT THERAPEUTICS INC Healthcare 22,070 $386K 0.04% SOLD
275 GAMESTOP CORP NEW 19,123 $384K 0.04% SOLD
276 MOD MODINE MFG CO Consumer Cyclical 2,863 $382K 0.04% SOLD
277 EHC ENCOMPASS HEALTH CORP Healthcare 3,578 $380K 0.04% SOLD
278 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 950 $378K 0.04% SOLD
279 LENNAR CORP 3,833 $365K 0.04% SOLD
280 BCC BOISE CASCADE CO DEL Basic Materials 4,181 $308K 0.03% SOLD
Page 14 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%