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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 6 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CW CURTISS WRIGHT CORP Industrials 889.0 $674K 0.10% NEW $757.76 -16.2%
102 CHRW C H ROBINSON WORLDWIDE IN Industrials 3,562.0 $671K 0.10% +1K +54.8% $188.34 -24.8%
103 ACWX ISHARES TR 8,794.0 $669K 0.10% $76.11 +2.4%
104 EVRG EVERGY INC Utilities 7,743.0 $669K 0.10% NEW $86.43 -6.4%
105 ENSG ENSIGN GROUP INC Healthcare 4,169.0 $668K 0.10% NEW $160.30 +12.0%
106 LNT ALLIANT ENERGY CORP Utilities 8,703.0 $664K 0.10% NEW $76.29 -11.0%
107 PWR QUANTA SVCS INC Industrials 920.0 $662K 0.10% NEW $720.04 -11.2%
108 PNW PINNACLE WEST CAP CORP Utilities 6,144.0 $657K 0.10% NEW $107.00 -9.0%
109 IDA IDACORP INC Utilities 4,323.0 $654K 0.10% NEW $151.30 -9.3%
110 OGS ONE GAS INC Utilities 8,476.0 $653K 0.10% NEW $77.07 +2.3%
111 CNP CENTERPOINT ENERGY INC Utilities 14,757.0 $650K 0.10% NEW $44.04 -12.0%
112 VLO VALERO ENERGY CORP Energy 2,490.0 $648K 0.10% NEW $260.44 +34.0%
113 WMB WILLIAMS COS INC Energy 8,702.0 $647K 0.10% NEW $74.34 -5.2%
114 WEC WEC ENERGY GROUP INC Utilities 5,530.0 $646K 0.10% NEW $116.77 -9.2%
115 SO SOUTHERN CO Utilities 6,709.0 $642K 0.10% NEW $95.71 -7.1%
116 VEA VANGUARD TAX-MANAGED FDS 8,990.0 $641K 0.10% -26K -74.6% $71.25 +3.0%
117 AEP AMERICAN ELEC PWR CO INC Utilities 4,666.0 $638K 0.10% NEW $136.81 -11.6%
118 XEL XCEL ENERGY INC Utilities 7,947.0 $638K 0.10% NEW $80.30 -5.0%
119 AEE AMEREN CORP Utilities 5,645.0 $638K 0.10% NEW $113.04 -6.1%
120 ENTERGY CORP NEW 5,542.0 $637K 0.10% NEW $114.86
Page 6 of 9  ·  180 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%