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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 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AEP AMERICAN ELEC PWR CO INC Utilities 4,666.0 $638K 0.10% NEW $136.81 -11.6%
42 XEL XCEL ENERGY INC Utilities 7,947.0 $638K 0.10% NEW $80.30 -5.0%
43 AEE AMEREN CORP Utilities 5,645.0 $638K 0.10% NEW $113.04 -6.1%
44 ENTERGY CORP NEW 5,542.0 $637K 0.10% NEW $114.86
45 KMI KINDER MORGAN INC DEL Energy 19,881.0 $636K 0.10% NEW $31.97 -3.1%
46 DUK DUKE ENERGY CORP NEW Utilities 4,948.0 $626K 0.09% NEW $126.58 -5.3%
47 NI NISOURCE INC Utilities 13,070.0 $621K 0.09% NEW $47.55 -14.6%
48 GILD GILEAD SCIENCES INC Healthcare 4,862.0 $614K 0.09% NEW $126.34 +15.7%
49 CBOE CBOE GLOBAL MKTS INC Financial Services 2,523.0 $612K 0.09% NEW $242.67 +23.9%
50 TXNM ENERGY INC 10,699.0 $607K 0.09% NEW $56.78
51 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,114.0 $604K 0.09% NEW $541.83 -5.3%
52 GLNG GOLAR LNG LTD Energy 11,996.0 $598K 0.09% NEW $49.84 +4.3%
53 PPL PPL CORP Utilities 16,213.0 $589K 0.09% NEW $36.35 -5.4%
54 WMT WALMART INC Consumer Defensive 5,189.0 $588K 0.09% NEW $113.26 -8.4%
55 UGI UGI CORP NEW Utilities 16,992.0 $587K 0.09% NEW $34.54 +8.8%
56 ATO ATMOS ENERGY CORP Utilities 3,395.0 $585K 0.09% NEW $172.27 -3.1%
57 MLI MUELLER INDS INC Industrials 4,657.0 $572K 0.09% NEW $122.93 -48.6%
58 NYT NEW YORK TIMES CO MTN BE Communication Services 7,890.0 $552K 0.08% NEW $69.98 -6.1%
59 NFG NATIONAL FUEL GAS CO Energy 7,105.0 $549K 0.08% NEW $77.21 +6.8%
60 SR SPIRE INC Utilities 6,963.0 $544K 0.08% NEW $78.09 +3.6%
Page 3 of 4  ·  71 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%