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Portfolio (Quarterly) Guide ↗

Cyndeo Wealth Partners, LLC

· CIK 0001950947
13F Portfolio $2.1B AUM 517 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 90 New 246 Added 138 Reduced 50 Exited
Page 25 of 26  ·  517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 NEBIUS GROUP N.V. 810.0 $224K 0.01% NEW $276.07
482 COF CAPITAL ONE FINL CORP Financial Services 1,114.0 $223K 0.01% -529.0 -32.2% $200.60 +11.1%
483 PTNQ PACER FDS TR 2,509.0 $222K 0.01% -900.0 -26.4% $88.65 -2.3%
484 OWL BLUE OWL CAPITAL INC Financial Services 25,337.0 $222K 0.01% NEW $8.75 +32.9%
485 CSL CARLISLE COS INC Industrials 609.0 $221K 0.01% NEW $362.75 -1.8%
486 DIVB ISHARES TR 3,577.0 $220K 0.01% NEW $61.60 +10.6%
487 EMB ISHARES TR 2,241.0 $216K 0.01% -8K -78.9% $96.46 -1.9%
488 ISHARES TR 4,359.0 $216K 0.01% NEW $49.55
489 JSI JANUS DETROIT STR TR 4,209.0 $216K 0.01% NEW $51.21 -0.3%
490 EA ELECTRONIC ARTS INC Communication Services 1,051.0 $215K 0.01% NEW $205.04 +2.3%
491 HUBB HUBBELL INC Industrials 411.0 $215K 0.01% NEW $523.20 -7.0%
492 SUN SUNOCO LP/SUNOCO FIN CORP Energy 3,171.0 $214K 0.01% NEW $67.50 +13.7%
493 RBLX ROBLOX CORP Technology 3,923.0 $213K 0.01% NEW $54.37 -30.1%
494 CPNJ CALAMOS ETF TR 7,700.0 $213K 0.01% -960.0 -11.1% $27.63 +0.1%
495 VDE VANGUARD WORLD FD 1,416.0 $213K 0.01% NEW $150.13 +18.6%
496 GNMA ISHARES TR 4,798.0 $212K 0.01% NEW $44.23 -1.6%
497 MKL MARKEL GROUP INC Financial Services 106.0 $207K 0.01% +4.0 +3.9% $1953.01 -6.3%
498 SPYG SPDR SERIES TRUST 1,737.0 $207K 0.01% NEW $119.02 +1.6%
499 XBI SPDR SERIES TRUST 1,305.0 $207K 0.01% NEW $158.25 +0.4%
500 VRSK VERISK ANALYTICS INC Industrials 1,150.0 $206K 0.01% NEW $179.53 +0.7%
Page 25 of 26  ·  517 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
Technology 31.5%
Financial Services 21.6%
Healthcare 10.6%
Consumer Cyclical 7.7%
Communication Services 6.3%
Industrials 6.2%
Consumer Defensive 5.7%
Utilities 4.0%
Energy 3.2%
Real Estate 1.8%