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CIK: 0001763409
Total reported value
$665.5M
$665.5M
377 檔
49.5%
During the Q2 2025 filing period, Cynosure Group, LLC (CIK: 0001763409) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $665.5M across 377 reported positions.
In Q2 2025, Cynosure Group, LLC displayed an active expansion posture, initiating 11 new positions and adding to 20 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 377 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 13.53% | -2.82% | +90.91% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 7.00% | +1.50% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.86% | +1.98% | +0.03% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.26% | +2.63% | +0.00% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.69% | -1.82% | +0.91% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.15% | +1.25% | +4.54% | |
| 7 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.15% | +0.47% | +2.16% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.61% | -0.68% | +177.50% | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.57% | -0.07% | +1.76% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.30% | +0.57% | -3.40% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.20% | +0.40% | +0.38% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.19% | +0.16% | -0.03% | |
| 13 | GE | General Electric | Stock-Industrials | 1.81% | +0.99% | +26.70% | |
| 14 | UNP | Union Pacific CORP | Stock-Industrials | 1.68% | +0.72% | +0.01% | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 1.67% | +0.79% | +0.01% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.62% | — | — | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.35% | -1.60% | +8.55% | |
| 18 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.22% | — | +350.10% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.20% | +0.11% | -1.34% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.96% | -0.14% | +0.38% | |
| 21 | GEV | GE Vernova Inc | Stock-Industrials | 0.79% | +1.14% | +7.94% | |
| 22 | WDAY | Workday Inc-class A | Stock-Tech | 0.67% | +0.07% | +2.63% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.57% | -0.11% | -30.11% | |
| 24 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.56% | -0.68% | -31.94% | |
| 25 | KVYO | Klaviyo Inc-a | Stock-Other | 0.54% | -0.34% | EXIT | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.52% | -0.91% | EXIT | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.16% | +2.77% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | -0.36% | — | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | +0.31% | -5.29% | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 0.46% | +0.13% | — | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.44% | +0.22% | +157.39% | |
| 32 | REM | Ishares Mortgage Real Estate | ETF-Other | 0.39% | -0.35% | EXIT | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.39% | -0.18% | EXIT | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.38% | -0.13% | +0.39% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.35% | — | +423.95% | |
| 36 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 0.32% | — | +808.13% | |
| 37 | GTM | Zoominfo Technologies Inc | Stock-Tech | 0.32% | -0.17% | EXIT | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.32% | — | +1122.85% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.30% | +0.08% | +402.99% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.07% | -1.51% | |
| 41 | BR | Broadridge Financial Solutio | Stock-Tech | 0.30% | — | +634.30% | |
| 42 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.29% | — | +2.09% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | -0.07% | +0.94% | |
| 44 | ROOT | Root Inc/oh -class A | Stock-Other | 0.25% | — | +0.50% | |
| 45 | MCO | Moody's CORP | Stock-Financials | 0.25% | +0.03% | — | |
| 46 | KEYS | Keysight Technologies In | Stock-Tech | 0.25% | -0.03% | +472.75% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.25% | -0.62% | EXIT | |
| 48 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.24% | -0.04% | EXIT | |
| 49 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.23% | — | +42.95% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.22% | -0.18% | -11.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +4.9% | +90.91% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +1.6% | +177.50% | Add |
| 3 | COIN | Coinbase Global Inc -class A | +1.1% | +350.10% | Add |
| 4 | GE | General Electric | +0.5% | +26.70% | Add |
| 5 | GEV | GE Vernova Inc | +0.3% | +7.94% | Add |
| 6 | CHDN | Churchill Downs Inc | +0.3% | +808.13% | Add |
| 7 | UNH | Unitedhealth Group Inc | +0.3% | +1122.85% | Add |
| 8 | CAT | Caterpillar Inc | +0.3% | +157.39% | Add |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.3% | +423.95% | Add |
| 10 | BR | Broadridge Financial Solutio | +0.3% | +634.30% | Add |
| 11 | MCO | Moody's CORP | +0.3% | NEW | New buy |
| 12 | V | Visa Inc-class A Shares | +0.2% | +402.99% | Add |
| 13 | KEYS | Keysight Technologies In | +0.2% | +472.75% | Add |
| 14 | FDN | First Trust Dj Internet Ind | +0.2% | NEW | New buy |
| 15 | MTD | Mettler-toledo International | +0.2% | NEW | New buy |
| 16 | ROL | Rollins Inc | +0.2% | NEW | New buy |
| 17 | CHD | Church & Dwight Co Inc | +0.2% | NEW | New buy |
| 18 | NDSN | Nordson CORP | +0.2% | NEW | New buy |
| 19 | CPRT | Copart Inc | +0.2% | +431.30% | Add |
| 20 | SNOW | Snowflake Inc | +0.1% | NEW | New buy |
| 21 | SITE | Siteone Landscape Supply Inc | +0.1% | NEW | New buy |
| 22 | HOOD | Robinhood Markets Inc - A | +0.1% | — | Unchanged |
| 23 | DSGX | Descartes Systems Grp/the | +0.1% | NEW | New buy |
| 24 | ✓ | Cyberark Software LTD. Cmn | +0.1% | NEW | New buy |
| 25 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 26 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 27 | VONG | Vanguard Russell 1000 Growth | 0% | +2.16% | Add |
| 28 | IBM | Intl Business Machines CORP | 0% | +0.01% | Add |
| 29 | GLOB | Globant S.A. | -0.1% | EXIT | Sold out |
| 30 | BSCP | Invesco Bulletshares 2025 Cb | -0.1% | EXIT | Sold out |
| 31 | ADUS | Addus Homecare CORP | -0.2% | -75.75% | Trim |
| 32 | FRPT | Freshpet Inc | -0.2% | -68.66% | Trim |
| 33 | AAON | Aaon Inc | -0.2% | -50.77% | Trim |
| 34 | DECK | Deckers Outdoor CORP | -0.2% | -56.38% | Trim |
| 35 | AGG | Ishares Core U.s. Aggregate | -0.2% | +8.55% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | -0.2% | +4.54% | Add |
| 37 | 07WA | Mr Cooper Group Inc | -0.2% | EXIT | Sold out |
| 38 | ELF | Elf Beauty Inc | -0.2% | -86.87% | Trim |
| 39 | NSSC | Napco Security Technologies | -0.2% | -79.44% | Trim |
| 40 | IWF | Ishares Russell 1000 Growth | -0.2% | +0.00% | Add |
| 41 | TTD | Trade Desk Inc/the -class A | -0.3% | EXIT | Sold out |
| 42 | WST | West Pharmaceutical Services | -0.3% | -82.07% | Trim |
| 43 | TRNS | Transcat Inc | -0.3% | -75.61% | Trim |
| 44 | TTEK | Tetra Tech Inc | -0.3% | -85.86% | Trim |
| 45 | ITOT | Ishares Core S&p Total U.s. | -0.3% | -3.40% | Trim |
| 46 | VOO | Vanguard S&p 500 ETF | -0.3% | +0.91% | Add |
| 47 | JAAA | Janus Henderson Aaa Clo ETF | -0.4% | -30.11% | Trim |
| 48 | SRLN | Ss Blackstone Sr Loan ETF | -0.4% | -31.94% | Trim |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | +0.03% | Add |
| 50 | SPHB | Invesco S&p 500 High Beta Et | -0.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Cynosure Group, LLC reported a total U.S. public equity portfolio value of $665.5M across 377 disclosed positions in Q2 2025.
During Q2 2025, Cynosure Group, LLC's top holdings by market value included SGOV (13.5%)、SHV (7.0%)、SPY (6.9%). The largest single position, SGOV, represented 13.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, SHV, SPY) accounted for 49.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
MCO
市值: $2.2M
Top Position Liquidated / Trimmed
SPHB
前期市值: $5.0M
In Q2 2025, Cynosure Group, LLC made 48 total portfolio adjustments, initiating 11 new buys, adding to 20 positions, trimming 12 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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