Cynosure Group, LLC

13F filer · CIK 0001763409

Reported Aug 5, 2026

Net seller this quarter

13F portfolio value$666MU.S. long equity reported on 13F

Positions13870 new · 73 closed

Net flow last quarter-$47.9MBuys minus sells

Top 10 positions weight27.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 2026138 positions
SPYSPDR S&P 500 ETF Trust	$70.1M	10.53%	Not reported	-15.2%	Q2 2019
GEGeneral Electric Co	$20.2M	3.04%	0.01%	-2.4%	Q3 2021
CRCLCircle Internet Group, Inc.	$18.6M	2.79%	Not reported	-7.0%	Q4 2025
UNPUnion Pacific Corp	$17.4M	2.62%	0.01%	+0.1%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$15.9M	2.38%	Not reported	-49.2%	Q1 2020
IBMInternational Business Machines Corp	$15.3M	2.30%	0.01%	+8.8%	Q2 2019
GEVGE Vernova Inc.	$15.2M	2.29%	0.00%	+5.9%	Q2 2024
CATCaterpillar Inc	$4.48M	0.67%	0.00%	-22.9%	Q4 2018
WFCWells Fargo & Company	$4.23M	0.64%	0.00%	Not reported	Q4 2018
WDAYWorkday, Inc.	$3.3M	0.50%	0.01%	+2.4%	Q2 2023
HCAHCA Healthcare, Inc.	$3.21M	0.48%	0.00%	+935.4%	Q1 2024
NVDANvidia Corp	$2.06M	0.31%	0.00%	-5.4%	Q2 2023
MSFTMicrosoft Corp	$2M	0.30%	0.00%	-62.2%	Q2 2019
GOOGLAlphabet Inc.	$1.96M	0.29%	0.00%	+17.3%	Q2 2023
AAPLApple Inc.	$1.47M	0.22%	0.00%	-32.1%	Q2 2019
GEHCGE HealthCare Technologies Inc.	$1.32M	0.20%	0.00%	Not reported	Q1 2023
AMZNAmazon Com Inc	$1.27M	0.19%	0.00%	-47.3%	Q2 2019
VVisa Inc.	$1.26M	0.19%	0.00%	+26.8%	Q1 2020
CIENCiena Corp	$1.19M	0.18%	0.00%	New	Q2 2026
LRCXLam Research Corp	$1.14M	0.17%	0.00%	+30.4%	Q2 2023
BTSGBrightSpring Health Services, Inc.	$1.08M	0.16%	0.01%	+49.8%	Q1 2026
SNDKSandisk Corp	$1.04M	0.16%	0.00%	New	Q2 2026
GLWCorning Inc	$971K	0.15%	0.00%	+17.6%	Q1 2026
CRSCarpenter Technology Corp	$934K	0.14%	0.00%	+39.2%	Q1 2025
MUMicron Technology Inc	$934K	0.14%	0.00%	New	Q2 2026
AMATApplied Materials Inc	$922K	0.14%	0.00%	-13.4%	Q1 2026
METAMeta Platforms, Inc.	$891K	0.13%	Not reported	-4.8%	Q2 2019
MTSIMACOM Technology Solutions Holdings, Inc.	$869K	0.13%	0.00%	New	Q2 2026
WDCWestern Digital Corp	$864K	0.13%	0.00%	-19.0%	Q1 2026
VICRVicor Corp	$856K	0.13%	0.02%	-5.1%	Q1 2026
AXSMAxsome Therapeutics, Inc.	$835K	0.13%	0.01%	+30.4%	Q3 2024
ROIVRoivant Sciences Ltd.	$833K	0.13%	0.00%	+64.0%	Q1 2026
STXSeagate Technology Holdings plc	$822K	0.12%	0.00%	-28.5%	Q1 2026
MIRMMirum Pharmaceuticals, Inc.	$821K	0.12%	0.01%	+49.4%	Q1 2026
VIKViking Holdings Ltd	$815K	0.12%	Not reported	+32.6%	Q1 2026
PRIMPrimoris Services Corp	$814K	0.12%	0.02%	New	Q2 2026
VSECVse Corp	$814K	0.12%	0.01%	+79.6%	Q1 2026
JNJJohnson & Johnson	$808K	0.12%	0.00%	+44.3%	Q2 2019
GVAGranite Construction Inc	$806K	0.12%	0.01%	New	Q2 2026
MCOMoodys Corp	$779K	0.12%	0.00%	Not reported	Q2 2023
MSGSMadison Square Garden Sports Corp.	$779K	0.12%	0.01%	New	Q2 2026
FIXComfort Systems USA Inc	$775K	0.12%	0.00%	+21.4%	Q2 2024
VIRTVirtu Financial, Inc.	$774K	0.12%	Not reported	Not reported	Q4 2025
NDSNNordson Corp	$773K	0.12%	0.00%	Not reported	Q1 2022
EATBrinker International, Inc	$766K	0.12%	0.01%	New	Q2 2026
CAHCardinal Health Inc	$766K	0.12%	0.00%	New	Q2 2026
PLXSPlexus Corp	$765K	0.11%	0.01%	New	Q2 2026
UCTTUltra Clean Holdings, Inc.	$763K	0.11%	0.01%	New	Q2 2026
MTZMastec Inc	$750K	0.11%	0.00%	New	Q2 2026
ULSUL Solutions Inc.	$746K	0.11%	0.00%	Not reported	Q2 2025

Q1 2026Reported May 14, 2026141 positions
SPYSPDR S&P 500 ETF Trust	$68.4M	8.55%	Not reported	+143.9%	Q2 2019
CRCLCircle Internet Group, Inc.	$30.5M	3.81%	Not reported	-7.0%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$24.5M	3.06%	Not reported	+224.6%	Q1 2020
GEGeneral Electric Co	$16.4M	2.05%	0.01%	+56.8%	Q3 2021
UNPUnion Pacific Corp	$15.2M	1.90%	0.01%	+8.2%	Q4 2018
IBMInternational Business Machines Corp	$12.1M	1.51%	0.01%	-2.9%	Q2 2019
GEVGE Vernova Inc.	$9.2M	1.15%	0.00%	-19.5%	Q2 2024
USOUnited States Oil Fund, LP	$8.22M	1.03%	0.44%	New	Q1 2026
MSFTMicrosoft Corp	$5.24M	0.66%	0.00%	-5.2%	Q2 2019
DBAInvesco DB Agriculture Fund	$4.23M	0.53%	0.35%	New	Q1 2026
WFCWells Fargo & Company	$4.08M	0.51%	0.00%	Not reported	Q4 2018
CATCaterpillar Inc	$3.63M	0.45%	0.00%	-98.9%	Q4 2018
WDAYWorkday, Inc.	$3.42M	0.43%	0.01%	Not reported	Q2 2023
REMRemington Oil & Gas Corp	$2.83M	0.35%	Not reported	+5.7%	Q2 2023
KVYOKlaviyo, Inc.	$2.76M	0.35%	Not reported	Not reported	Q1 2024
AMZNAmazon Com Inc	$2.11M	0.26%	0.00%	-10.9%	Q2 2019
SPOTSpotify Technology S.A.	$1.99M	0.25%	0.00%	Not reported	Q3 2025
AAPLApple Inc.	$1.9M	0.24%	0.00%	-10.8%	Q2 2019
NVDANvidia Corp	$1.9M	0.24%	0.00%	-16.4%	Q2 2023
GEHCGE HealthCare Technologies Inc.	$1.57M	0.20%	0.00%	-99.5%	Q1 2023
JPMJPMorgan Chase & Co	$1.54M	0.19%	0.00%	-21.7%	Q2 2019
GTMZoomInfo Technologies Inc.	$1.36M	0.17%	0.08%	Not reported	Q2 2023
GOOGLAlphabet Inc.	$1.34M	0.17%	0.00%	-35.3%	Q2 2023
KEYSKeysight Technologies, Inc.	$1.06M	0.13%	0.00%	Not reported	Q1 2022
METAMeta Platforms, Inc.	$950K	0.12%	Not reported	-13.5%	Q2 2019
VVisa Inc.	$873K	0.11%	0.00%	-30.9%	Q1 2020
MCOMoodys Corp	$750K	0.09%	0.00%	-34.6%	Q2 2023
IAUIshares Gold Trust	$689K	0.09%	0.00%	Not reported	Q3 2025
NDSNNordson Corp	$682K	0.09%	0.00%	Not reported	Q1 2022
GOOGAlphabet Inc.	$630K	0.08%	Not reported	+163.8%	Q2 2019
MTDMettler Toledo International Inc/	$612K	0.08%	0.00%	Not reported	Q2 2023
BRBroadridge Financial Solutions, Inc.	$584K	0.07%	0.00%	-34.8%	Q3 2020
TXG10x Genomics, Inc.	$546K	0.07%	0.02%	Not reported	Q3 2024
JNJJohnson & Johnson	$539K	0.07%	0.00%	Not reported	Q2 2019
CHDChurch & Dwight Co Inc	$535K	0.07%	0.00%	Not reported	Q4 2020
ROLRollins Inc	$534K	0.07%	0.00%	-44.1%	Q4 2023
GLDSPDR Gold Trust	$525K	0.07%	0.00%	-98.0%	Q2 2024
NXTNextpower Inc.	$505K	0.06%	0.00%	New	Q1 2026
AMATApplied Materials Inc	$503K	0.06%	0.00%	New	Q1 2026
CASYCaseys General Stores Inc	$502K	0.06%	0.00%	-22.2%	Q1 2024
PTGXProtagonist Therapeutics, Inc	$489K	0.06%	0.01%	New	Q1 2026
NBISNebius Group N.V.	$486K	0.06%	0.00%	New	Q1 2026
INSMINSMED Inc	$482K	0.06%	0.00%	+8.9%	Q4 2025
BBIOBridgeBio Pharma, Inc.	$480K	0.06%	0.00%	New	Q1 2026
SHOPShopify Inc.	$474K	0.06%	0.00%	Not reported	Q3 2025
SEBSeaboard Corp	$469K	0.06%	0.01%	New	Q1 2026
STXSeagate Technology Holdings plc	$467K	0.06%	0.00%	New	Q1 2026
LQDALiquidia Corp	$465K	0.06%	0.01%	New	Q1 2026
LITELumentum Holdings Inc.	$464K	0.06%	0.00%	New	Q1 2026
LAURLaureate Education, Inc.	$461K	0.06%	0.01%	New	Q1 2026

Q4 2025Reported Feb 17, 2026342 positions
SPYSPDR S&P 500 ETF Trust	$64M	6.51%	Not reported	-52.4%	Q2 2019
GEHCGE HealthCare Technologies Inc.	$46.4M	4.72%	0.96%	+10472.7%	Q1 2023
CRCLCircle Internet Group, Inc.	$27.2M	2.77%	Not reported	New	Q4 2025
GLDSPDR Gold Trust	$24.6M	2.51%	0.02%	-33.8%	Q2 2024
UNPUnion Pacific Corp	$15.8M	1.60%	0.01%	-54.0%	Q4 2018
IBMInternational Business Machines Corp	$15.2M	1.55%	0.01%	-48.5%	Q2 2019
GEGeneral Electric Co	$13.2M	1.34%	0.00%	-67.5%	Q3 2021
CATCaterpillar Inc	$10.8M	1.10%	0.11%	+4129.8%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$8.03M	0.82%	Not reported	-85.6%	Q1 2020
MSFTMicrosoft Corp	$7.22M	0.73%	0.00%	-56.7%	Q2 2019
COINCoinbase Global, Inc.	$6.81M	0.69%	0.01%	-51.1%	Q3 2024
WDAYWorkday, Inc.	$5.66M	0.58%	0.01%	-47.5%	Q2 2023
GEVGE Vernova Inc.	$4.83M	0.49%	0.01%	-42.4%	Q2 2024
WFCWells Fargo & Company	$4.77M	0.49%	0.00%	-50.0%	Q4 2018
KVYOKlaviyo, Inc.	$4.61M	0.47%	Not reported	-50.0%	Q1 2024
HOODRobinhood Markets, Inc.	$3.09M	0.31%	0.01%	-38.8%	Q4 2024
REMRemington Oil & Gas Corp	$2.76M	0.28%	Not reported	-53.9%	Q2 2023
AMZNAmazon Com Inc	$2.63M	0.27%	0.00%	-69.9%	Q2 2019
NVDANvidia Corp	$2.43M	0.25%	0.00%	-52.7%	Q2 2023
SPOTSpotify Technology S.A.	$2.38M	0.24%	0.00%	-50.0%	Q3 2025
GTMZoomInfo Technologies Inc.	$2.32M	0.24%	0.07%	-59.5%	Q2 2023
AAPLApple Inc.	$2.28M	0.23%	0.00%	-52.3%	Q2 2019
GOOGLAlphabet Inc.	$2.26M	0.23%	0.00%	-49.7%	Q2 2023
JPMJPMorgan Chase & Co	$2.15M	0.22%	0.00%	-73.7%	Q2 2019
VVisa Inc.	$1.47M	0.15%	0.00%	-44.8%	Q1 2020
MCOMoodys Corp	$1.34M	0.14%	0.00%	-23.6%	Q2 2023
ITGartner Inc	$1.32M	0.13%	0.01%	+13.1%	Q4 2020
METAMeta Platforms, Inc.	$1.27M	0.13%	Not reported	-14.6%	Q2 2019
ROOTRoot, Inc.	$1.26M	0.13%	0.74%	-50.0%	Q1 2025
BRBroadridge Financial Solutions, Inc.	$1.23M	0.13%	0.00%	-47.5%	Q3 2020
NOWServiceNow, Inc.	$1.22M	0.12%	0.00%	-2.8%	Q2 2023
SNOWSnowflake Inc.	$1.21M	0.12%	0.00%	-50.0%	Q3 2024
LINLinde PLC	$1.13M	0.12%	0.00%	+25.1%	Q2 2024
ROLRollins Inc	$1.07M	0.11%	0.00%	-10.6%	Q4 2023
WMWaste Management Inc	$1.03M	0.10%	0.00%	+58.1%	Q1 2024
CTASCintas Corp	$998K	0.10%	0.00%	+59.7%	Q1 2024
CBZCBIZ, Inc.	$959K	0.10%	0.04%	-2.3%	Q1 2024
ADPAutomatic Data Processing Inc	$952K	0.10%	0.00%	+46.3%	Q2 2019
ORCLOracle Corp	$945K	0.10%	0.00%	Not reported	Q2 2019
LRNStride, Inc.	$923K	0.09%	0.03%	+142.1%	Q3 2024
KNSLKinsale Capital Group, Inc.	$923K	0.09%	0.01%	-28.0%	Q1 2024
IRMIron Mountain Inc	$912K	0.09%	0.00%	+17.1%	Q1 2024
WSOWatsco Inc	$887K	0.09%	Not reported	+61.7%	Q1 2020
DUOLDuolingo, Inc.	$883K	0.09%	0.03%	+211.7%	Q1 2024
SMPLSimply Good Foods Co	$874K	0.09%	0.04%	+109.9%	Q1 2024
OCOwens Corning	$850K	0.09%	0.01%	New	Q4 2025
AJGArthur J. Gallagher & Co.	$844K	0.09%	0.00%	-29.8%	Q1 2024
POOLPool Corp	$844K	0.09%	0.01%	+42.2%	Q1 2024
MSIMotorola Solutions, Inc.	$844K	0.09%	0.00%	+36.7%	Q1 2024
BROBrown & Brown, Inc.	$843K	0.09%	0.00%	+48.7%	Q1 2024

Q3 2025Reported Nov 13, 2025314 positions
SPYSPDR S&P 500 ETF Trust	$131M	7.16%	Not reported	+101.1%	Q2 2019
QQQInvesco QQQ Trust, Series 1	$54.5M	2.97%	Not reported	+117.8%	Q1 2020
GLDSPDR Gold Trust	$33.4M	1.82%	0.03%	+100.0%	Q2 2024
GEGeneral Electric Co	$32.7M	1.79%	0.01%	+75.5%	Q3 2021
UNPUnion Pacific Corp	$30.4M	1.66%	0.02%	+100.0%	Q4 2018
IBMInternational Business Machines Corp	$28.2M	1.54%	0.01%	+100.0%	Q2 2019
COINCoinbase Global, Inc.	$20.8M	1.13%	0.02%	+100.0%	Q3 2024
MSFTMicrosoft Corp	$17.9M	0.97%	0.00%	+278.3%	Q2 2019
GEVGE Vernova Inc.	$16.2M	0.88%	0.01%	+100.0%	Q2 2024
WDAYWorkday, Inc.	$12.1M	0.66%	0.02%	+105.1%	Q2 2023
WFCWells Fargo & Company	$8.58M	0.47%	0.00%	+100.0%	Q4 2018
AMZNAmazon Com Inc	$8.3M	0.45%	0.00%	+253.9%	Q2 2019
JPMJPMorgan Chase & Co	$8.01M	0.44%	0.00%	+61.7%	Q2 2019
KVYOKlaviyo, Inc.	$7.86M	0.43%	Not reported	+100.0%	Q1 2024
BRCBBlack Rock Coffee Bar, Inc.	$7.54M	0.41%	Not reported	New	Q3 2025
HOODRobinhood Markets, Inc.	$6.39M	0.35%	0.02%	+100.0%	Q4 2024
GTMZoomInfo Technologies Inc.	$6.13M	0.33%	0.18%	+100.0%	Q2 2023
REMRemington Oil & Gas Corp	$5.93M	0.32%	Not reported	+67.2%	Q2 2023
CATCaterpillar Inc	$5.8M	0.32%	0.00%	+21.9%	Q4 2018
SPOTSpotify Technology S.A.	$5.72M	0.31%	0.00%	New	Q3 2025
NVDANvidia Corp	$5.13M	0.28%	0.00%	+63.2%	Q2 2023
AAPLApple Inc.	$4.48M	0.24%	0.00%	+97.9%	Q2 2019
GBTCGrayscale Bitcoin Trust ETF	$3.6M	0.20%	0.02%	+100.0%	Q1 2024
GOOGLAlphabet Inc.	$3.5M	0.19%	0.00%	+100.0%	Q2 2023
ROOTRoot, Inc.	$3.11M	0.17%	1.47%	+100.0%	Q1 2025
GEHCGE HealthCare Technologies Inc.	$3.1M	0.17%	0.01%	+100.0%	Q1 2023
NFLXNetflix Inc	$3M	0.16%	0.00%	+97.6%	Q2 2023
VVisa Inc.	$2.58M	0.14%	0.00%	-0.1%	Q1 2020
DDSDillard'S, Inc.	$2.52M	0.14%	Not reported	+100.0%	Q1 2024
BRBroadridge Financial Solutions, Inc.	$2.5M	0.14%	0.01%	-3.2%	Q3 2020
SNOWSnowflake Inc.	$2.49M	0.14%	0.00%	+99.9%	Q3 2024
KEYSKeysight Technologies, Inc.	$2.32M	0.13%	0.01%	-2.3%	Q1 2022
TMOThermo Fisher Scientific Inc.	$2.27M	0.12%	0.00%	-38.7%	Q2 2019
USLMUnited States Lime & Minerals Inc	$2.22M	0.12%	0.06%	+100.0%	Q1 2024
PGRProgressive Corp	$2.14M	0.12%	0.00%	+100.0%	Q1 2024
TKOTKO Group Holdings, Inc.	$2.13M	0.12%	Not reported	+100.0%	Q1 2024
SCHWSchwab Charles Corp	$2.12M	0.12%	0.00%	+100.4%	Q2 2023
KRYSKrystal Biotech, Inc.	$2.09M	0.11%	0.04%	+100.0%	Q1 2024
AAONAaon, Inc.	$2.09M	0.11%	0.03%	+100.0%	Q1 2024
LLYELI LILLY & Co	$2.08M	0.11%	0.00%	+33.8%	Q3 2023
HWMHowmet Aerospace Inc.	$1.99M	0.11%	0.00%	+100.0%	Q3 2024
DKSDick'S Sporting Goods, Inc.	$1.98M	0.11%	0.01%	+100.0%	Q3 2024
AHRAmerican Healthcare REIT, Inc.	$1.95M	0.11%	0.03%	+100.0%	Q2 2025
ENVAEnova International, Inc.	$1.94M	0.11%	0.07%	+100.0%	Q3 2024
NETCloudflare, Inc.	$1.93M	0.11%	Not reported	+100.0%	Q4 2020
PFSIPennyMac Financial Services, Inc.	$1.92M	0.10%	0.03%	+100.0%	Q1 2024
AXSMAxsome Therapeutics, Inc.	$1.91M	0.10%	0.03%	+100.0%	Q3 2024
ETNEaton Corp plc	$1.87M	0.10%	0.00%	+98.4%	Q2 2024
ENSGEnsign Group, Inc	$1.84M	0.10%	0.02%	+100.0%	Q1 2024
GPIGroup 1 Automotive Inc	$1.74M	0.09%	0.03%	+99.9%	Q3 2024

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