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CIK: 0001763409
Total reported value
$665.5M
$665.5M
198 檔
50.9%
According to the latest 13F quarterly dataset, Cynosure Group, LLC managed an equity portfolio of $665.5M at the end of Q1 2026, spanning 198 distinct U.S. exchange-listed positions.
In Q1 2026, Cynosure Group, LLC adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 143 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 14.30% | -2.82% | -4.35% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.55% | +1.98% | +143.89% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 7.54% | +1.50% | -2.15% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.65% | +2.63% | -0.68% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.28% | -1.82% | +6.54% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 4.00% | +0.47% | +7637.29% | |
| 7 | CRCL | Circle Internet Group Inc | Stock-Financials | 3.81% | -1.02% | -6.96% | |
| 8 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 3.23% | -3.23% | EXIT | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.06% | -0.68% | +224.63% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.90% | +1.25% | -96.08% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.60% | -0.07% | -1.11% | |
| 12 | GE | General Electric | Stock-Industrials | 2.05% | +0.99% | +56.77% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.03% | +0.57% | -8.29% | |
| 14 | UNP | Union Pacific CORP | Stock-Industrials | 1.90% | +0.72% | +8.16% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.74% | +0.40% | -33.59% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.72% | -1.60% | +2.96% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.51% | +0.79% | -2.88% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.43% | +0.11% | +0.21% | |
| 19 | XLE | Ss Energy Select Sector | ETF-Other | 1.34% | -1.34% | EXIT | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.33% | -0.11% | -4.21% | |
| 21 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 1.32% | -1.32% | EXIT | |
| 22 | GEV | GE Vernova Inc | Stock-Industrials | 1.15% | +1.14% | -19.49% | |
| 23 | USO | United States Oil Fund LP | ETF-Other | 1.03% | -1.03% | EXIT | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.91% | -0.91% | EXIT | |
| 25 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.79% | -0.68% | +46.31% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.75% | +0.16% | -7.52% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.36% | -5.15% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.65% | +0.91% | +10.38% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.62% | -0.62% | EXIT | |
| 30 | DBA | Invesco Db Agriculture Fund | ETF-Other | 0.53% | -0.53% | EXIT | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +0.31% | -0.02% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.51% | +0.13% | — | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.49% | -0.14% | +1.25% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | +0.22% | -98.94% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.44% | -0.35% | +6.09% | |
| 36 | WDAY | Workday Inc-class A | Stock-Tech | 0.43% | +0.07% | — | |
| 37 | REM | Ishares Mortgage Real Estate | ETF-Other | 0.35% | -0.35% | EXIT | |
| 38 | KVYO | Klaviyo Inc-a | Stock-Other | 0.35% | -0.34% | EXIT | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.28% | -0.18% | +0.10% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | -0.07% | -10.87% | |
| 41 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.25% | -0.25% | EXIT | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.24% | -0.02% | -10.79% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.07% | -16.44% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.23% | -0.18% | — | |
| 45 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.20% | — | -99.53% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.16% | -21.68% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.18% | -0.18% | EXIT | |
| 48 | GTM | Zoominfo Technologies Inc | Stock-Tech | 0.17% | -0.17% | EXIT | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.12% | -35.31% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.16% | -0.13% | -17.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | +3.8% | +7637.29% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +2.2% | +224.63% | Add |
| 3 | SGOV | Ishares 0-3 Month Treasury B | +2.2% | -4.35% | Trim |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2% | +143.89% | Add |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | +1.3% | -2.15% | Trim |
| 6 | CRCL | Circle Internet Group Inc | +1% | -6.96% | Trim |
| 7 | VOO | Vanguard S&p 500 ETF | +1% | +6.54% | Add |
| 8 | GE | General Electric | +0.7% | +56.77% | Add |
| 9 | GEV | GE Vernova Inc | +0.7% | -19.49% | Trim |
| 10 | IWF | Ishares Russell 1000 Growth | +0.6% | -0.68% | Trim |
| 11 | SRLN | Ss Blackstone Sr Loan ETF | +0.3% | +46.31% | Add |
| 12 | UNP | Union Pacific CORP | +0.3% | +8.16% | Add |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | -4.21% | Trim |
| 14 | BND | Vanguard Total Bond Market | +0.2% | +10.38% | Add |
| 15 | ITOT | Ishares Core S&p Total U.s. | +0.2% | -8.29% | Trim |
| 16 | JPST | Jpmorgan Ultra-short Income | +0.1% | -7.52% | Trim |
| 17 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 18 | NVDA | Nvidia CORP | 0% | -16.44% | Trim |
| 19 | AMZN | Amazon.com Inc | 0% | -10.87% | Trim |
| 20 | SCHG | Schwab US Large-cap Growth | 0% | -21.74% | Trim |
| 21 | JPM | Jpmorgan Chase & Co | 0% | -21.68% | Trim |
| 22 | IBM | Intl Business Machines CORP | 0% | -2.88% | Trim |
| 23 | V | Visa Inc-class A Shares | 0% | -30.89% | Trim |
| 24 | ROL | Rollins Inc | 0% | -44.05% | Trim |
| 25 | TSLA | Tesla Inc | 0% | -63.01% | Trim |
| 26 | CPRT | Copart Inc | 0% | -52.48% | Trim |
| 27 | MCO | Moody's CORP | -0.1% | -34.58% | Trim |
| 28 | GOOGL | Alphabet Inc-cl A | -0.1% | -35.31% | Trim |
| 29 | BR | Broadridge Financial Solutio | -0.1% | -34.83% | Trim |
| 30 | MSFT | Microsoft CORP | -0.1% | -5.15% | Trim |
| 31 | GTM | Zoominfo Technologies Inc | -0.1% | — | Unchanged |
| 32 | NOW | Servicenow Inc | -0.1% | -72.44% | Trim |
| 33 | VCIT | Vanguard Int-term Corporate | -0.1% | -56.73% | Trim |
| 34 | IT | Gartner Inc | -0.1% | -73.68% | Trim |
| 35 | MUB | Ishares National Muni Bond E | -0.1% | -59.44% | Trim |
| 36 | KVYO | Klaviyo Inc-a | -0.1% | — | Unchanged |
| 37 | WDAY | Workday Inc-class A | -0.2% | — | Unchanged |
| 38 | HOOD | Robinhood Markets Inc - A | -0.3% | -81.70% | Trim |
| 39 | BOXX | Alpha Architect 1-3 Mnth Box | -0.4% | -27.78% | Trim |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.4% | -33.59% | Trim |
| 41 | CAT | Caterpillar Inc | -0.7% | -98.94% | Trim |
| 42 | IVV | Ishares Core S&p 500 ETF | -1.4% | -96.08% | Trim |
| 43 | GLD | Spdr Gold Shares | -2.4% | -98.04% | Trim |
| 44 | GEHC | GE Healthcare Technology | -4.5% | -99.53% | Trim |
| 45 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 46 | XOP | Ss Spdr S&p Og Exp & Prod | — | NEW | New buy |
| 47 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | Sold out |
| 48 | USO | United States Oil Fund LP | — | NEW | New buy |
| 49 | COIN | Coinbase Global Inc -class A | — | EXIT | Sold out |
| 50 | DBA | Invesco Db Agriculture Fund | — | NEW | New buy |
According to official SEC Form 13F filings, Cynosure Group, LLC reported a total U.S. public equity portfolio value of $665.5M across 198 disclosed positions in Q1 2026.
During Q1 2026, Cynosure Group, LLC's top holdings by market value included SGOV (14.3%)、SPY (8.6%)、SHV (7.5%). The largest single position, SGOV, represented 14.3% 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, SPY, SHV) accounted for 50.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLE
市值: $10.7M
Top Position Liquidated / Trimmed
TLT
前期市值: $8.5M
In Q1 2026, Cynosure Group, LLC made 196 total portfolio adjustments, initiating 13 new buys, adding to 8 positions, trimming 32 holdings, and fully liquidating 143 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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