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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 9 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SCHF SCHWAB STRATEGIC TR 11,838.0 $328K 0.05% -61K -83.7% $27.70 +2.7%
162 IWR ISHARES TR 2,851.0 $315K 0.05% +15.0 +0.5% $110.33 +2.8%
163 ADBE ADOBE INC Technology 1,526.0 $313K 0.05% NEW $205.02 +34.3%
164 CPRT COPART INC Industrials 9,946.0 $280K 0.04% $28.19 +19.9%
165 DSGX DESCARTES SYS GROUP INC Technology 3,920.0 $271K 0.04% $69.24 +13.0%
166 SCHD SCHWAB STRATEGIC TR 8,355.0 $265K 0.04% $31.71 +10.7%
167 FDN FIRST TR EXCHANGE-TRADED FD 1,000.0 $265K 0.04% $264.72 +8.3%
168 LLY ELI LILLY & CO Healthcare 220.0 $264K 0.04% NEW $1199.43 +4.6%
169 CRM SALESFORCE INC Technology 1,656.0 $259K 0.04% NEW $156.66 +33.5%
170 VWO VANGUARD INTL EQUITY INDEX F 4,260.0 $254K 0.04% -2K -31.5% $59.69 +1.3%
171 SHY ISHARES TR 3,066.0 $252K 0.04% $82.11 -0.1%
172 VTV VANGUARD INDEX FDS 1,147.0 $250K 0.04% NEW $217.93 +3.9%
173 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 353.0 $248K 0.04% $703.34 -0.5%
174 TSLA TESLA INC Consumer Cyclical 564.0 $237K 0.04% -19.0 -3.3% $420.29 -13.7%
175 INTC INTEL CORP Technology 1,687.0 $236K 0.04% NEW $139.63 -35.5%
176 AKRE PROFESIONALLY MANAGED PORTFO 4,355.0 $232K 0.04% $53.19 +13.8%
177 PDX PIMCO DYNAMIC INCOME STRATEG Financial Services 10,347.0 $215K 0.03% +189.0 +1.9% $20.82 +4.2%
178 VIG VANGUARD SPECIALIZED FUNDS 905.0 $214K 0.03% -547.0 -37.7% $236.62 +3.1%
179 IEFA ISHARES TR 2,196.0 $212K 0.03% -12K -84.9% $96.56 +4.4%
180 JPM JPMORGAN CHASE & CO Financial Services 629.0 $206K 0.03% -5K -88.0% $327.33 +7.4%
Page 9 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%