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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 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 INTU INTUIT Technology 788 $522K 0.05% SOLD
62 AMGN AMGEN INC Healthcare 1,593 $521K 0.05% SOLD
63 LOW LOWES COS INC Consumer Cyclical 2,156 $520K 0.05% SOLD
64 MSTR STRATEGY INC Technology 3,403 $517K 0.05% SOLD
65 WMT WALMART INC Consumer Defensive 4,639 $517K 0.05% SOLD
66 ODFL OLD DOMINION FREIGHT LINE IN Industrials 3,284 $515K 0.05% SOLD
67 KMX CARMAX INC Consumer Cyclical 13,313 $514K 0.05% SOLD
68 ADI ANALOG DEVICES INC Technology 1,887 $512K 0.05% SOLD
69 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,050 $512K 0.05% SOLD
70 JEF JEFFERIES FINL GROUP INC Financial Services 8,225 $510K 0.05% SOLD
71 CB CHUBB LIMITED Financial Services 1,632 $509K 0.05% SOLD
72 BKNG BOOKING HOLDINGS INC Consumer Cyclical 95 $509K 0.05% SOLD
73 FIP FTAI INFRASTRUCTURE INC Industrials 2,584 $509K 0.05% SOLD
74 PR PERMIAN RESOURCES CORP Energy 36,167 $507K 0.05% SOLD
75 MLI MUELLER INDS INC Industrials 4,419 $507K 0.05% SOLD
76 TBBK BANCORP INC DEL Financial Services 7,506 $507K 0.05% SOLD
77 AXON AXON ENTERPRISE INC Industrials 891 $506K 0.05% SOLD
78 COST COSTCO WHSL CORP NEW Consumer Defensive 586 $506K 0.05% SOLD
79 COF CAPITAL ONE FINL CORP Financial Services 2,086 $506K 0.05% SOLD
80 ELF E L F BEAUTY INC Consumer Defensive 6,647 $505K 0.05% SOLD
Page 4 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%