account_balance

Investment manager · 13F filer · SEC CIK 1763409

Cynosure Group, LLC

Reported value$707Mas of Sep 30, 2026
Positions137 34 new, 77 sold out
Top 10 weight70.2%SPY alone is 22%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 22.2% Added +6%
SGOV iShares Tr 11.3% Added +5%
IWF iShares Tr 8.8% Held
SHV iShares Tr 8.4% Held
VONG Vanguard Scottsdale FDS 4.1% Trimmed −3%
IVV iShares Tr 3.8% Trimmed −4%
CRCL Circle Internet Group, Inc. 3.4% Held
VOO Vanguard Index FDS 3.2% Trimmed −4%
UNP Union Pacific Corp 2.5% Held
ITOT iShares Tr 2.4% Trimmed −3%
GE General Electric Co 2.4% Held
ICSH iShares Tr 2.2% Trimmed −9%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 5, 2026 filing
add_circleNew
  • BRCB $14.5M
  • USFR $1.5M
  • MINT $1.5M
  • MPC $1.49M
arrow_upwardAdded
arrow_downwardTrimmed
  • WDAY −50%
  • JAAA −35%
  • BND −20%
  • USHY −15%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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