MondegarAI
Cynosure Group, LLC

Q1 2026 · 13F-HR

Cynosure Group, LLCholdings as filed

Filed 2026-05-14 · accession 0001172661-26-001816

$800.3M
Reported value
198
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Cynosure Group, LLC · Q1 2026

AI · grounded in 13F

Cynosure Group, LLC established a new position in XLE with a $10.7M investment. The fund also opened new positions in XOP for $10.6M and USO for $8.2M. On the sell side, the fund closed its position in TLT, resulting in a -$8.5M delta. Other notable reductions include trimming shares of GEHC by 99.5% and CAT by 98.9%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46436E718SGOVISHARES TR$114.5M14.3%1,136,308CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$68.4M8.55%229,061CommonSOLE
464288679SHVISHARES TR$60.3M7.54%546,422CommonSOLE
464287614IWFISHARES TR$53.2M6.65%124,790CommonSOLE
922908363VOOVANGUARD INDEX FDS$42.3M5.28%70,735CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$32.0M4.00%262,913CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$30.5M3.81%319,257CommonSOLE
02072L565BOXXEA SERIES TRUST$25.8M3.23%222,141CommonSOLE
46090E103QQQINVESCO QQQ TR$24.5M3.06%42,413CommonSOLE
464287200IVVISHARES TR$23.2M2.90%35,422CommonSOLE
46434V878ICSHISHARES TR$20.8M2.60%411,833CommonSOLE
369604301GEGE AEROSPACE$16.4M2.05%55,489CommonSOLE
464287150ITOTISHARES TR$16.3M2.03%114,266CommonSOLE
907818108UNPUNION PAC CORP$15.2M1.90%64,021CommonSOLE
78464A508SPYVSPDR SERIES TRUST$13.9M1.74%246,155CommonSOLE
464287226AGGISHARES TR$13.8M1.72%138,648CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$12.1M1.51%49,993CommonSOLE
922908751VBVANGUARD INDEX FDS$11.5M1.43%43,741CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$10.7M1.34%175,145CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$10.6M1.33%211,047CommonSOLE
78468R556XOPSPDR SERIES TRUST$10.6M1.32%58,099CommonSOLE
36828A101GEVGE VERNOVA INC$9.2M1.15%12,221CommonSOLE
91232N207USOUNITED STS OIL FD LP$8.2M1.03%64,625CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$7.3M0.91%282,868CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$6.3M0.79%156,785CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$6.0M0.75%119,235CommonSOLE
594918104MSFTMICROSOFT CORP$5.2M0.66%14,162CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$5.2M0.65%71,025CommonSOLE
921909768VXUSVANGUARD STAR FDS$4.9M0.62%63,930CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$4.2M0.53%154,787CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.2M0.53%13,150CommonSOLE
949746101WMT2WELLS FARGO & CO$4.1M0.51%51,198CommonSOLE
46432F339QUALISHARES TR$3.9M0.49%20,267CommonSOLE
149123101CATCATERPILLAR INC$3.6M0.45%5,462CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$3.5M0.44%120,763CommonSOLE
98138H101WDAYWORKDAY INC$3.4M0.43%26,345CommonSOLE
46435G342REMISHARES TR$2.8M0.35%131,605CommonSOLE
49845K101KVYOKLAVIYO INC$2.8M0.35%141,884CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$2.3M0.28%35,397CommonSOLE
023135106AMZNAMAZON COM INC$2.1M0.26%10,148CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2.0M0.25%4,100CommonSOLE
037833100AAPLAPPLE INC$1.9M0.24%7,480CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.9M0.24%10,875CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$1.8M0.23%72,811CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.6M0.20%20,645CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.5M0.19%5,235CommonSOLE
46429B697USMVISHARES TR$1.5M0.18%15,854CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$1.4M0.17%227,765CommonSOLE
02079K305GOOGLALPHABET INC$1.3M0.17%4,677CommonSOLE
46432F842IEFAISHARES TR$1.3M0.16%14,581CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.2M0.15%40,932CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.1M0.13%3,743CommonSOLE
464287291IXNISHARES TR$960,8120.12%9,611CommonSOLE
30303M102METAMETA PLATFORMS INC$950,4490.12%1,661CommonSOLE
46435U853USHYISHARES TR$938,6170.12%25,478CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$885,5600.11%28,603CommonSOLE
464288414MUBISHARES TR$884,4420.11%8,332CommonSOLE
92826C839VVISA INC$873,1710.11%2,889CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$864,7980.11%10,451CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$853,5590.11%41,794CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$767,7890.10%39,123CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$764,2480.10%39,132CommonSOLE
615369105MCOMOODYS CORP$750,3500.09%1,720CommonSOLE
464285204IAUISHARES GOLD TR$688,8820.09%7,814CommonSOLE
464287804IJRISHARES TR$687,1730.09%5,528CommonSOLE
655663102NDSNNORDSON CORP$681,6460.09%2,562CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$664,1020.08%11,152CommonSOLE
37954Y293MLPXGLOBAL X FDS$638,4720.08%8,635CommonSOLE
02079K107GOOGALPHABET INC$630,2980.08%2,197CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$611,6820.08%485CommonSOLE
464288240ACWXISHARES TR$602,1250.08%8,794CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$583,6280.07%3,592CommonSOLE
464287465EFAISHARES TR$573,8810.07%5,976CommonSOLE
46434G103IEMGISHARES INC$562,6530.07%8,067CommonSOLE
921910816MGKVANGUARD WORLD FD$555,9370.07%1,513CommonSOLE
88025U109TXG10X GENOMICS INC$546,2480.07%25,730CommonSOLE
46137V548PIDINVESCO EXCHANGE TRADED FD T$545,5410.07%24,523CommonSOLE
478160104JNJJOHNSON & JOHNSON$538,7450.07%2,204CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$535,3770.07%5,737CommonSOLE
775711104ROLROLLINS INC$534,2070.07%10,002CommonSOLE
78463V107GLDSPDR GOLD TR$524,5240.07%1,219CommonSOLE
65290E101NXTNEXTPOWER INC$505,3460.06%4,192CommonSOLE
038222105AMATAPPLIED MATLS INC$503,1140.06%1,472CommonSOLE
147528103CASYCASEYS GEN STORES INC$502,2230.06%690CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$488,5290.06%4,635CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$485,5960.06%4,680CommonSOLE
457669307INSMINSMED INC$481,8940.06%2,947CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$479,7190.06%6,460CommonSOLE
82509L107SHOPSHOPIFY INC$474,4800.06%4,000CommonSOLE
811543107SEBSEABOARD CORP DEL$469,2840.06%83CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$466,9780.06%1,192CommonSOLE
53635D202LQDALIQUIDIA CORPORATION$464,8820.06%12,318CommonSOLE
55024U109LITELUMENTUM HLDGS INC$463,8220.06%660CommonSOLE
518613203LAURLAUREATE ED INC$460,8630.06%13,228CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$458,3780.06%6,728CommonSOLE
11135F101AVGOBROADCOM INC$454,1040.06%1,467CommonSOLE
739128106POWLPOWELL INDS INC$451,8020.06%835CommonSOLE
958102105WDCWESTERN DIGITAL CORP$451,4480.06%1,669CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$450,0450.06%3,381CommonSOLE
G52694109KNSAKINIKSA PHARMACEUTICALS INTL$449,2880.06%9,331CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$447,2690.06%11,820CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$447,1670.06%5,967CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$444,9690.06%9,276CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$444,0980.06%3,968CommonSOLE
199908104FIXCOMFORT SYS USA INC$444,0350.06%322CommonSOLE
33829M101FIVEFIVE BELOW INC$443,7080.06%1,942CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$442,4810.06%3,769CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC.$442,3260.06%2,617CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$441,1880.06%1,568CommonSOLE
172967424CCITIGROUP INC$441,0510.06%3,889CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$439,9910.05%10,326CommonSOLE
219350105GLWCORNING INC$439,8750.05%3,235CommonSOLE
20337X109VISNVISTANCE NETWORKS INC$439,6210.05%24,155CommonSOLE
741511109PSMTPRICESMART INC$434,7950.05%2,889CommonSOLE
604749101MIRMMIRUM PHARMACEUTICALS INC$433,6320.05%4,694CommonSOLE
71385M107PRMPERIMETER SOLUTIONS INC$432,3310.05%17,704CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$432,2880.05%9,600CommonSOLE
512807306LRCXLAM RESEARCH CORP$432,2340.05%2,023CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$431,6220.05%5,874CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$428,8350.05%1,088CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$425,9700.05%1,649CommonSOLE
314211103FHIFEDERATED HERMES INC$424,7580.05%7,490CommonSOLE
235825205DANDANA INC$422,9810.05%12,570CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$422,8430.05%17,670CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$422,4360.05%2,247CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$421,5560.05%5,614CommonSOLE
37045V100GMGENERAL MTRS CO$417,9460.05%5,610CommonSOLE
94419L101WWAYFAIR INC$417,2650.05%5,548CommonSOLE
464287507IJHISHARES TR$417,2000.05%6,178CommonSOLE
75513E101RTXRTX CORPORATION$416,6640.05%2,160CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS INC$416,2710.05%2,085CommonSOLE
418056107HASHASBRO INC$415,8640.05%4,443CommonSOLE
45168D104IDXXIDEXX LABS INC$415,7990.05%740CommonSOLE
46140H403DBOINVESCO DB MULTI-SECTOR COMM$415,3520.05%21,116CommonSOLE
00187Y100APGAPI GROUP CORP$415,2900.05%10,249CommonSOLE
366505105GTXGARRETT MOTION INC$411,9690.05%22,673CommonSOLE
75524B104RBCRBC BEARINGS INC$408,9690.05%753CommonSOLE
N00985106AERAERCAP HOLDINGS NV$407,9740.05%2,974CommonSOLE
922908637VVVANGUARD INDEX FDS$407,0590.05%1,362CommonSOLE
29357K103ENVAENOVA INTL INC$406,5390.05%2,993CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$404,8610.05%1,173CommonSOLE
F21107101CSTMCONSTELLIUM SE$403,2110.05%16,404CommonSOLE
19247G107COHRCOHERENT CORP$403,0520.05%1,692CommonSOLE
419870100HEHAWAIIAN ELEC INDS INC MTN B$402,8910.05%27,149CommonSOLE
876030107TPRTAPESTRY INC$402,7280.05%2,854CommonSOLE
256746108DLTRDOLLAR TREE INC$400,5870.05%3,658CommonSOLE
980745103WWDWOODWARD INC$400,1540.05%1,118CommonSOLE
01741R102ATIATI INC$399,8690.05%2,749CommonSOLE
03168L105AMRXAMNEAL PHARMACEUTICALS INC$398,5930.05%32,067CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$397,7720.05%14,360CommonSOLE
112463104BKDBROOKDALE SR LIVING INC$397,5950.05%29,064CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$396,6460.05%5,474CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$394,1750.05%5,697CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP$392,3610.05%1,418CommonSOLE
69380Q107PACSPACS GROUP INC$388,7800.05%12,104CommonSOLE
92846Q107COCOVITA COCO CO INC$387,1600.05%8,081CommonSOLE
443201108HWMHOWMET AEROSPACE INC$386,7110.05%1,678CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$384,0790.05%1,011CommonSOLE
922908629VOVANGUARD INDEX FDS$382,8840.05%1,333CommonSOLE
925815102VICRVICOR CORP$382,2140.05%2,374CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE IN$382,1270.05%2,301CommonSOLE
126650100CVSCVS HEALTH CORP$382,0100.05%5,319CommonSOLE
201723103CMCCOMMERCIAL METALS CO$381,9100.05%6,217CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$379,5440.05%4,580CommonSOLE
790148100JOEST JOE CO$378,0560.05%6,020CommonSOLE
40412C101HCAHCA HEALTHCARE INC$376,6990.05%796CommonSOLE
77311W101RKTROCKET COS INC$373,7210.05%26,226CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$372,9260.05%5,045CommonSOLE
L02235106AMBPARDAGH METAL PACKAGING S A$372,0570.05%91,866CommonSOLE
918284100VSECVSE CORP$365,6650.05%1,983CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$362,7250.05%1,368CommonSOLE
008073108AVAVAEROVIRONMENT INC$355,8490.04%1,944CommonSOLE
23834J201DAVEDAVE INC$346,9620.04%1,993CommonSOLE
770700102HOODROBINHOOD MKTS INC$346,5000.04%5,000CommonSOLE
18915M107NETCLOUDFLARE INC$343,3500.04%1,664CommonSOLE
90384S303ULTAULTA BEAUTY INC$341,8520.04%654CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$336,0290.04%6,217CommonSOLE
217204106CPRTCOPART INC$330,2070.04%9,946CommonSOLE
20464U100COMPCOMPASS INC$330,1050.04%45,158CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$320,1200.04%2,314CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$312,3280.04%1,452CommonSOLE
922908736VUGVANGUARD INDEX FDS$306,0260.04%701CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$301,8090.04%3,036CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$280,5150.04%3,920CommonSOLE
464287499IWRISHARES TR$273,0240.03%2,836CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$270,3480.03%1,329CommonSOLE
191216100KOCOCA COLA CO$266,5100.03%3,504CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$256,3310.03%8,355CommonSOLE
464287457SHYISHARES TR$253,1600.03%3,066CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$234,0300.03%1,000CommonSOLE
74316P579AKREPROFESIONALLY MANAGED PORTFO$230,1620.03%4,355CommonSOLE
81762P102NOWSERVICENOW INC$228,9650.03%2,190CommonSOLE
69346N107PDXPIMCO DYNAMIC INCOME STRATEG$224,0820.03%10,158CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$217,7160.03%353CommonSOLE
366651107ITGARTNER INC$217,4010.03%1,373CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$217,1280.03%1,095CommonSOLE
88160R101TSLATESLA INC$216,5760.03%583CommonSOLE
464287655IWMISHARES TR$207,7780.03%840CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.