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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 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WDC WESTERN DIGITAL CORP Technology 1,352.0 $864K 0.13% -317.0 -19.0% $638.72 -28.1%
22 VICR VICOR CORP Technology 2,253.0 $856K 0.13% -121.0 -5.1% $379.78 -47.2%
23 VCIT VANGUARD SCOTTSDALE FDS 10,049.0 $830K 0.12% -402.0 -3.9% $82.64 -1.9%
24 AGG ISHARES TR 8,315.0 $823K 0.12% -130K -94.0% $98.97 -1.6%
25 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 852.0 $822K 0.12% -340.0 -28.5% $965.00 -11.9%
26 SRLN SSGA ACTIVE ETF TR 18,636.0 $751K 0.11% -138K -88.1% $40.29 +0.8%
27 GOOG ALPHABET INC 2,027.0 $716K 0.11% -170.0 -7.7% $353.33
28 AMD ADVANCED MICRO DEVICES INC Technology 1,227.0 $713K 0.11% -102.0 -7.7% $580.91 -18.5%
29 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,949.0 $682K 0.10% -2K -47.9% $350.07 -9.7%
30 VEA VANGUARD TAX-MANAGED FDS 8,990.0 $641K 0.10% -26K -74.6% $71.25 +3.0%
31 SCHA SCHWAB STRATEGIC TR 16,252.0 $587K 0.09% -105K -86.5% $36.13 -3.6%
32 AVGO BROADCOM INC Technology 1,425.0 $538K 0.08% -42.0 -2.9% $377.75 -2.5%
33 GLD SPDR GOLD TR Financial Services 1,180.0 $435K 0.07% -39.0 -3.2% $368.38 +14.9%
34 IEMG ISHARES INC 4,960.0 $411K 0.06% -3K -38.5% $82.84 -1.5%
35 IJH ISHARES TR 4,373.0 $337K 0.05% -2K -29.2% $77.11 -0.4%
36 SCHF SCHWAB STRATEGIC TR 11,838.0 $328K 0.05% -61K -83.7% $27.70 +2.7%
37 VWO VANGUARD INTL EQUITY INDEX F 4,260.0 $254K 0.04% -2K -31.5% $59.69 +1.3%
38 TSLA TESLA INC Consumer Cyclical 564.0 $237K 0.04% -19.0 -3.3% $420.29 -13.7%
39 VIG VANGUARD SPECIALIZED FUNDS 905.0 $214K 0.03% -547.0 -37.7% $236.62 +3.1%
40 IEFA ISHARES TR 2,196.0 $212K 0.03% -12K -84.9% $96.56 +4.4%
Page 2 of 3  ·  41 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%