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Institutional

Cynosure Group, LLC

CIK 0001763409
$800.3M
Reported AUM
198
Positions
Q1 2026
Period
2026-05-14
Filed

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%.

Portfolio · Q1 2026

SGOV$114.5MSPY$68.4MSHV$60.3MIWF$53.2MVOO$42.3MVONGCRCLBOXXQQQIVVICSHGEOther$288.3MCL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SGOVISHARES TR$100.450.03%4.31%19.02%$114.5M14.30%51,667−4.3%
2SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$68.4M8.55%+135,140+143.9%
3SHVISHARES TR$110.120.03%4.27%17.77%$60.3M7.54%12,007−2.2%
4IWFISHARES TR$122.69-3.26%20.87%79.95%$53.2M6.65%853−0.7%
5VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$42.3M5.28%+4,344+6.5%
6VONGVANGUARD SCOTTSDALE FDS$126.34-3.25%20.99%81.04%$32.0M4.00%+259,515+7637.3%
7CRCLCIRCLE INTERNET GROUP INC$80.28-11.33%-25.46%-56.26%$30.5M3.81%23,872−7.0%
8BOXXEA SERIES TRUST$116.94-0.01%4.05%16.74%$25.8M3.23%85,456−27.8%
9QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$24.5M3.06%+29,348+224.6%
10IVVISHARES TR$740.91-2.62%24.60%80.03%$23.2M2.90%867,824−96.1%
11ICSHISHARES TR$50.44-0.04%4.69%19.72%$20.8M2.60%4,638−1.1%
12GEGE AEROSPACE$328.000.11%28.99%419.83%$16.4M2.05%+20,094+56.8%
13ITOTISHARES TR$161.35-2.71%24.52%71.42%$16.3M2.03%10,331−8.3%
14UNPUNION PAC CORP$272.323.19%24.65%39.36%$15.2M1.90%+4,828+8.2%
15SPYVSPDR SERIES TRUST$60.69-1.12%20.34%67.96%$13.9M1.74%124,520−33.6%
16AGGISHARES TR$98.17-0.50%5.32%-1.36%$13.8M1.72%+3,989+3.0%
17IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%8.65%157.04%$12.1M1.51%1,485−2.9%
18VBVANGUARD INDEX FDS$288.20-2.44%25.47%39.47%$11.5M1.43%+92+0.2%
19XLESELECT SECTOR SPDR TR$57.67-1.84%42.72%178.12%$10.7M1.34%+175,145NEW
20JAAAJANUS DETROIT STR TR$50.570.04%5.56%25.55%$10.6M1.33%9,276−4.2%
21XOPSPDR SERIES TRUST$165.99-2.94%37.93%124.91%$10.6M1.32%+58,099NEW
22GEVGE VERNOVA INC$933.61-3.09%92.92%509.64%$9.2M1.15%2,959−19.5%
23USOUNITED STS OIL FD LP$133.02-2.72%86.35%162.57%$8.2M1.03%+64,625NEW
24SCHXSCHWAB STRATEGIC TR$29.05-2.65%23.85%74.97%$7.3M0.91%+11,789+4.3%
25SRLNSSGA ACTIVE ETF TR$40.30-0.17%6.00%25.76%$6.3M0.79%+49,627+46.3%
26JPSTJ P MORGAN EXCHANGE TRADED F$50.41-0.04%4.65%19.34%$6.0M0.75%9,694−7.5%
27MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$5.2M0.66%769−5.2%
28BNDVANGUARD BD INDEX FDS$72.83-0.45%5.24%-1.47%$5.2M0.65%+6,677+10.4%
29VXUSVANGUARD STAR FDS$83.03-3.73%25.97%48.87%$4.9M0.62%+39+0.1%
30DBAINVESCO DB MULTI-SECTOR COMM$26.40-1.09%-0.47%60.41%$4.2M0.53%+154,787NEW
31VTIVANGUARD INDEX FDS$363.38-2.68%$4.2M0.53%2−0.0%
32WMT2WELLS FARGO & CO$4.1M0.51%HELD
33QUALISHARES TR$213.14-1.93%$3.9M0.49%+251+1.3%
34CATCATERPILLAR INC$904.28-3.85%$3.6M0.45%508,292−98.9%
35SCHASCHWAB STRATEGIC TR$33.19-3.41%$3.5M0.44%+6,936+6.1%
36WDAYWORKDAY INC$144.28-2.45%$3.4M0.43%HELD
37REMISHARES TR$21.68-0.69%$2.8M0.35%+7,081+5.7%
38KVYOKLAVIYO INC$15.58-1.27%$2.8M0.35%HELD
39VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%$2.3M0.28%+34+0.1%
40AMZNAMAZON COM INC$246.03-3.06%$2.1M0.26%1,238−10.9%
41SPOTSPOTIFY TECHNOLOGY S A$496.950.68%$2.0M0.25%HELD
42AAPLAPPLE INC$307.34-1.25%$1.9M0.24%905−10.8%
43NVDANVIDIA CORPORATION$205.10-6.20%$1.9M0.24%2,140−16.4%
44SCHFSCHWAB STRATEGIC TR$26.81-3.77%$1.8M0.23%HELD
45GEHCGE HEALTHCARE TECHNOLOGIES I$64.671.35%$1.6M0.20%4,344,817−99.5%
46JPMJPMORGAN CHASE & CO$312.370.48%$1.5M0.19%1,449−21.7%
47USMVISHARES TR$95.64-1.06%$1.5M0.18%+42+0.3%
48GTMZOOMINFO TECHNOLOGIES INC$2.94-1.41%$1.4M0.17%HELD
49GOOGLALPHABET INC$368.53-0.98%$1.3M0.17%2,553−35.3%
50IEFAISHARES TR$95.56-2.60%$1.3M0.16%3,059−17.3%
51SCHGSCHWAB STRATEGIC TR$33.75-2.99%$1.2M0.15%11,371−21.7%
52KEYSKEYSIGHT TECHNOLOGIES INC$329.83-3.87%$1.1M0.13%HELD
53IXNISHARES TR$137.931.95%$961K0.12%HELD
54METAMETA PLATFORMS INC$593.00-5.51%$950K0.12%260−13.5%
55USHYISHARES TR$36.78-0.43%$939K0.12%+7,290+40.1%
56SCHMSCHWAB STRATEGIC TR$34.83-2.63%$886K0.11%+8+0.0%
57MUBISHARES TR$106.97-0.21%$884K0.11%12,212−59.4%
58VVISA INC$323.571.06%$873K0.11%1,291−30.9%
59VCITVANGUARD SCOTTSDALE FDS$81.91-0.56%$865K0.11%13,702−56.7%
60BSCSINVESCO EXCH TRD SLF IDX FD$20.36-0.20%$854K0.11%HELD
61BSCRINVESCO EXCH TRD SLF IDX FD$19.63-0.08%$768K0.10%HELD
62BSCQINVESCO EXCH TRD SLF IDX FD$19.550.00%$764K0.10%HELD
63MCOMOODYS CORP$451.350.49%$750K0.09%909−34.6%
64IAUISHARES GOLD TR$81.22-3.63%$689K0.09%HELD
65IJRISHARES TR$137.68-1.84%$687K0.09%+2,579+87.5%
66NDSNNORDSON CORP$282.73-1.31%$682K0.09%HELD
67VGITVANGUARD SCOTTSDALE FDS$58.56-0.41%$664K0.08%HELD
68MLPXGLOBAL X FDS$73.980.57%$638K0.08%HELD
69GOOGALPHABET INC$365.76-0.95%$630K0.08%+1,364+163.7%
70MTDMETTLER TOLEDO INTERNATIONAL$1142.40-1.03%$612K0.08%HELD
71ACWXISHARES TR$75.031.50%$602K0.08%HELD
72BRBROADRIDGE FINL SOLUTIONS IN$148.84-1.65%$584K0.07%1,920−34.8%
73EFAISHARES TR$102.26-2.56%$574K0.07%26,765−81.7%
74IEMGISHARES INC$78.63-6.40%$563K0.07%860−9.6%
75MGKVANGUARD WORLD FD$87.47-3.73%$556K0.07%HELD
76TXG10X GENOMICS INC$30.30-2.38%$546K0.07%HELD
77PIDINVESCO EXCHANGE TRADED FD T$22.88-0.31%$546K0.07%HELD
78JNJJOHNSON & JOHNSON$232.772.02%$539K0.07%+2,204NEW
79CHDCHURCH & DWIGHT CO INC$95.59-1.19%$535K0.07%HELD
80ROLROLLINS INC$47.101.29%$534K0.07%7,875−44.1%
81GLDSPDR GOLD TR$396.24-3.65%$525K0.07%60,951−98.0%
82NXTNEXTPOWER INC$131.57-12.47%$505K0.06%+4,192NEW
83AMATAPPLIED MATLS INC$453.01-9.71%$503K0.06%+1,472NEW
84CASYCASEYS GEN STORES INC$761.910.04%$502K0.06%197−22.2%
85PTGXPROTAGONIST THERAPEUTICS INC$97.38-5.26%$489K0.06%+4,635NEW
86NBISNEBIUS GROUP N.V.$227.81-12.27%$486K0.06%+4,680NEW
87INSMINSMED INC$92.67-1.65%$482K0.06%+241+8.9%
88BBIOBRIDGEBIO PHARMA INC$66.96-0.97%$480K0.06%+6,460NEW
89SHOPSHOPIFY INC$109.54-5.60%$474K0.06%HELD
90SEBSEABOARD CORP DEL$5433.101.35%$469K0.06%+83NEW
91STXSEAGATE TECHNOLOGY HLDNGS PL$847.47-8.48%$467K0.06%+1,192NEW
92LQDALIQUIDIA CORPORATION$64.854.85%$465K0.06%+12,318NEW
93LITELUMENTUM HLDGS INC$863.66-8.62%$464K0.06%+660NEW
94LAURLAUREATE ED INC$34.301.42%$461K0.06%+13,228NEW
95PTCTPTC THERAPEUTICS INC$70.970.47%$458K0.06%+6,728NEW
96AVGOBROADCOM INC$385.73-7.92%$454K0.06%623−29.8%
97POWLPOWELL INDS INC$295.963.89%$452K0.06%+835NEW
98WDCWESTERN DIGITAL CORP$511.72-11.08%$451K0.06%+1,669NEW
99SITESITEONE LANDSCAPE SUPPLY INC$105.052.30%$450K0.06%HELD
100KNSAKINIKSA PHARMACEUTICALS INTL$48.00-0.87%$449K0.06%+9,331NEW
101EPDENTERPRISE PRODS PARTNERS L$447K0.06%HELD
102TIGOMILLICOM INTL CELLULAR S A$447K0.06%+5,967NEW
103RPRXROYALTY PHARMA PLC$445K0.06%+9,276NEW
104ORAORMAT TECHNOLOGIES INC$444K0.06%+3,968NEW
105FIXCOMFORT SYS USA INC$444K0.06%+322NEW
106FIVEFIVE BELOW INC$444K0.06%+1,942NEW
107SPHRSPHERE ENTERTAINMENT CO$442K0.06%+3,769NEW
108AXSMAXSOME THERAPEUTICS INC.$442K0.06%858−24.7%
109ESEESCO TECHNOLOGIES INC$441K0.06%+1,568NEW
110CCITIGROUP INC$441K0.06%+3,889NEW
111BTSGBRIGHTSPRING HEALTH SVCS INC$440K0.05%+10,326NEW
112GLWCORNING INC$440K0.05%+3,235NEW
113VISNVISTANCE NETWORKS INC$440K0.05%+24,155NEW
114PSMTPRICESMART INC$435K0.05%+2,889NEW
115MIRMMIRUM PHARMACEUTICALS INC$434K0.05%+4,694NEW
116PRMPERIMETER SOLUTIONS INC$432K0.05%+17,704NEW
117AMKRAMKOR TECHNOLOGY INC$432K0.05%+9,600NEW
118LRCXLAM RESEARCH CORP$432K0.05%+2,023NEW
119VIKVIKING HOLDINGS LTD$432K0.05%+5,874NEW
120CRSCARPENTER TECHNOLOGY CORP$429K0.05%+1,088NEW
121KRYSKRYSTAL BIOTECH INC$426K0.05%757−31.5%
122FHIFEDERATED HERMES INC$425K0.05%+7,490NEW
123DANDANA INC$423K0.05%+12,570NEW
124ELANELANCO ANIMAL HEALTH INC$423K0.05%+17,670NEW
125FCFSFIRSTCASH HOLDINGS INC$422K0.05%+2,247NEW
126IONSIONIS PHARMACEUTICALS INC$422K0.05%+5,614NEW
127GMGENERAL MTRS CO$418K0.05%+5,610NEW
128WWAYFAIR INC$417K0.05%+584+11.8%
129IJHISHARES TR$417K0.05%1,457−19.1%
130RTXRTX CORPORATION$417K0.05%512−19.2%
131LGNDLIGAND PHARMACEUTICALS INC$416K0.05%+2,085NEW
132HASHASBRO INC$416K0.05%+4,443NEW
133IDXXIDEXX LABS INC$416K0.05%+740NEW
134DBOINVESCO DB MULTI-SECTOR COMM$415K0.05%HELD
135APGAPI GROUP CORP$415K0.05%2,782−21.3%
136GTXGARRETT MOTION INC$412K0.05%+22,673NEW
137RBCRBC BEARINGS INC$409K0.05%+753NEW
138AERAERCAP HOLDINGS NV$408K0.05%696−19.0%
139VVVANGUARD INDEX FDS$407K0.05%+4+0.3%
140ENVAENOVA INTL INC$407K0.05%956−24.2%
141LHXL3HARRIS TECHNOLOGIES INC$405K0.05%+1,173NEW
142CSTMCONSTELLIUM SE$403K0.05%+16,404NEW
143COHRCOHERENT CORP$403K0.05%+1,692NEW
144HEHAWAIIAN ELEC INDS INC MTN B$403K0.05%+27,149NEW
145TPRTAPESTRY INC$403K0.05%1,134−28.4%
146DLTRDOLLAR TREE INC$401K0.05%+3,658NEW
147WWDWOODWARD INC$400K0.05%615−35.5%
148ATIATI INC$400K0.05%+2,749NEW
149AMRXAMNEAL PHARMACEUTICALS INC$399K0.05%+32,067NEW
150ROIVROIVANT SCIENCES LTD$398K0.05%+14,360NEW
151BKDBROOKDALE SR LIVING INC$398K0.05%+29,064NEW
152MNSTMONSTER BEVERAGE CORP NEW$397K0.05%1,008−15.6%
153TNLTRAVEL PLUS LEISURE CO$394K0.05%+5,697NEW
154AMGAFFILIATED MANAGERS GROUP$392K0.05%+1,418NEW
155PACSPACS GROUP INC$389K0.05%+12,104NEW
156COCOVITA COCO CO INC$387K0.05%+8,081NEW
157HWMHOWMET AEROSPACE INC$387K0.05%607−26.6%
158HIIHUNTINGTON INGALLS INDS INC$384K0.05%+1,011NEW
159VOVANGUARD INDEX FDS$383K0.05%HELD
160VICRVICOR CORP$382K0.05%+2,374NEW
161CHRWC H ROBINSON WORLDWIDE IN$382K0.05%+2,301NEW
162CVSCVS HEALTH CORP$382K0.05%+5,319NEW
163CMCCOMMERCIAL METALS CO$382K0.05%+6,217NEW
164ASTSAST SPACEMOBILE INC$380K0.05%+4,580NEW
165JOEST JOE CO$378K0.05%+6,020NEW
166HCAHCA HEALTHCARE INC$377K0.05%214−21.2%
167RKTROCKET COS INC$374K0.05%+26,226NEW
168SGISOMNIGROUP INTERNATIONAL INC$373K0.05%320−6.0%
169AMBPARDAGH METAL PACKAGING S A$372K0.05%+91,866NEW
170VSECVSE CORP$366K0.05%+1,983NEW
171IBPINSTALLED BLDG PRODS INC$363K0.05%+1,368NEW
172AVAVAEROVIRONMENT INC$356K0.04%+1,944NEW
173DAVEDAVE INC$347K0.04%+1,993NEW
174HOODROBINHOOD MKTS INC$347K0.04%22,326−81.7%
175NETCLOUDFLARE INC$343K0.04%2,018−54.8%
176ULTAULTA BEAUTY INC$342K0.04%+654NEW
177VWOVANGUARD INTL EQUITY INDEX F$336K0.04%HELD
178CPRTCOPART INC$330K0.04%10,984−52.5%
179COMPCOMPASS INC$330K0.04%+45,158NEW
180VTVANGUARD INTL EQUITY INDEX F$320K0.04%+4+0.2%
181VIGVANGUARD SPECIALIZED FUNDS$312K0.04%+2+0.1%
182VUGVANGUARD INDEX FDS$306K0.04%+1+0.1%
183TMDXTRANSMEDICS GROUP INC$302K0.04%+3,036NEW
184DSGXDESCARTES SYS GROUP INC$281K0.04%HELD
185IWRISHARES TR$273K0.03%3,132−52.5%
186AMDADVANCED MICRO DEVICES INC$270K0.03%+1,329NEW
187KOCOCA COLA CO$267K0.03%HELD
188SCHDSCHWAB STRATEGIC TR$256K0.03%16,371−66.2%
189SHYISHARES TR$253K0.03%HELD
190FDNFIRST TR EXCHANGE-TRADED FD$234K0.03%+1,000NEW
191AKREPROFESIONALLY MANAGED PORTFO$230K0.03%HELD
192NOWSERVICENOW INC$229K0.03%5,755−72.4%
193PDXPIMCO DYNAMIC INCOME STRATEG$224K0.03%+10,158NEW
194MDYSTATE STR SPDR S&P MIDCAP 40$218K0.03%+353NEW
195ITGARTNER INC$217K0.03%3,844−73.7%
196ACNACCENTURE PLC IRELAND$217K0.03%HELD
197TSLATESLA INC$217K0.03%993−63.0%
198IWMISHARES TR$208K0.03%2,494−74.8%
199TLTISHARES TR97,100EXITED
200COINCOINBASE GLOBAL INC30,133EXITED
201PSPINVESCO EXCHANGE TRADED FD T21,519EXITED
202ROOTROOT INC17,389EXITED
203SNOWSNOWFLAKE INC5,511EXITED
204LINLINDE PLC2,659EXITED
205WMWASTE MGMT INC DEL4,675EXITED
206CTASCINTAS CORP5,304EXITED
207CBZCBIZ INC19,015EXITED
208ADPAUTOMATIC DATA PROCESSING IN3,701EXITED
209ORCLORACLE CORP4,847EXITED
210LRNSTRIDE INC14,220EXITED
211KNSLKINSALE CAP GROUP INC2,359EXITED
212IRMIRON MTN INC DEL11,000EXITED
213WSOWATSCO INC2,632EXITED
214DUOLDUOLINGO INC5,031EXITED
215SMPLSIMPLY GOOD FOODS CO43,519EXITED
216OCOWENS CORNING NEW7,594EXITED
217AJGGALLAGHER ARTHUR J & CO3,261EXITED
218POOLPOOL CORP3,689EXITED
219MSIMOTOROLA SOLUTIONS INC2,201EXITED
220BROBROWN & BROWN INC10,574EXITED
221LNGCHENIERE ENERGY INC4,311EXITED
222NFLXNETFLIX INC8,840EXITED
223IPARINTERPARFUMS INC9,638EXITED
224AZOAUTOZONE INC240EXITED
225EXKEXACT SCIENCES CORP7,314EXITED
226TGLSTECNOGLASS INC13,598EXITED
227MAMASTERCARD INCORPORATED1,153EXITED
228TJXTJX COS INC NEW3,991EXITED
229BIZDVANECK ETF TRUST42,692EXITED
230LLYELI LILLY & CO557EXITED
231MRKMERCK & CO INC5,683EXITED
232MDGLMADRIGAL PHARMACEUTICALS INC1,025EXITED
233EXPEEXPEDIA GROUP INC2,044EXITED
234CMICUMMINS INC1,127EXITED
235ENTGENTEGRIS INC6,804EXITED
236RSGREPUBLIC SVCS INC2,689EXITED
237TMOTHERMO FISHER SCIENTIFIC INC979EXITED
238BMYBRISTOL-MYERS SQUIBB CO10,475EXITED
239ABNBAIRBNB INC4,161EXITED
240MOHMOLINA HEALTHCARE INC3,211EXITED
241ACGLARCH CAP GROUP LTD5,749EXITED
242FCNCAFIRST CTZNS BANCSHARES INC D256EXITED
243ALGNALIGN TECHNOLOGY INC3,502EXITED
244TXNTEXAS INSTRS INC3,148EXITED
245MRSHMARSH & MCLENNAN COS INC2,940EXITED
246CELHCELSIUS HLDGS INC11,888EXITED
247FOXFOX CORP8,368EXITED
248OMFONEMAIN HLDGS INC8,032EXITED
249APOAPOLLO GLOBAL MGMT INC3,736EXITED
250ORLYOREILLY AUTOMOTIVE INC5,918EXITED
251COKECOCA COLA CONS INC3,521EXITED
252TRGPTARGA RES CORP2,910EXITED
253ICEINTERCONTINENTAL EXCHANGE IN3,299EXITED
254LVSLAS VEGAS SANDS CORP8,204EXITED
255HWKNHAWKINS INC3,742EXITED
256CVNACARVANA CO1,257EXITED
257PHPARKER-HANNIFIN CORP595EXITED
258OPCHOPTION CARE HEALTH INC16,404EXITED
259INTUINTUIT788EXITED
260AMGNAMGEN INC1,593EXITED
261LOWLOWES COS INC2,156EXITED
262MSTRSTRATEGY INC3,403EXITED
263WMTWALMART INC4,639EXITED
264ODFLOLD DOMINION FREIGHT LINE IN3,284EXITED
265KMXCARMAX INC13,313EXITED
266ADIANALOG DEVICES INC1,887EXITED
267UTHRUNITED THERAPEUTICS CORP DEL1,050EXITED
268JEFJEFFERIES FINL GROUP INC8,225EXITED
269CBCHUBB LIMITED1,632EXITED
270BKNGBOOKING HOLDINGS INC95EXITED
271FIPFTAI INFRASTRUCTURE INC2,584EXITED
272PRPERMIAN RESOURCES CORP36,167EXITED
273MLIMUELLER INDS INC4,419EXITED
274TBBKBANCORP INC DEL7,506EXITED
275AXONAXON ENTERPRISE INC891EXITED
276COSTCOSTCO WHSL CORP NEW586EXITED
277COFCAPITAL ONE FINL CORP2,086EXITED
278ELFE L F BEAUTY INC6,647EXITED
279ZTSZOETIS INC4,007EXITED
280CBRECBRE GROUP INC3,135EXITED
281AIZASSURANT INC2,091EXITED
282EBAYEBAY INC.5,774EXITED
283GSGOLDMAN SACHS GROUP INC571EXITED
284PCARPACCAR INC4,580EXITED
285VTRVENTAS INC6,461EXITED
286SAIASAIA INC1,530EXITED
287ELLAUDER ESTEE COS INC4,767EXITED
288AMEAMETEK INC2,427EXITED
289EXELEXELIXIS INC11,363EXITED
290TKOTKO GROUP HOLDINGS INC2,381EXITED
291MRNAMODERNA INC16,836EXITED
292MSMORGAN STANLEY2,789EXITED
293CRLCHARLES RIV LABS INTL INC2,477EXITED
294RRYDER SYS INC2,580EXITED
295SFSTIFEL FINL CORP3,941EXITED
296JBLJABIL INC2,162EXITED
297GRMNGARMIN LTD2,430EXITED
298TREXTREX CO INC14,032EXITED
299ARESARES MANAGEMENT CORPORATION3,044EXITED
300FSLRFIRST SOLAR INC1,878EXITED
301HIGHARTFORD INSURANCE GROUP INC3,555EXITED
302VRTXVERTEX PHARMACEUTICALS INC1,079EXITED
303MATMATTEL INC24,651EXITED
304NDAQNASDAQ INC5,032EXITED
305APAAPA CORPORATION19,956EXITED
306HLTHILTON WORLDWIDE HLDGS INC1,697EXITED
307MTGMGIC INVT CORP WIS16,633EXITED
308RLRALPH LAUREN CORP1,374EXITED
309FDSFACTSET RESH SYS INC1,673EXITED
310PGRPROGRESSIVE CORP2,128EXITED
311BKBANK NEW YORK MELLON CORP4,174EXITED
312SPSCSPS COMM INC5,430EXITED
313PAYXPAYCHEX INC4,300EXITED
314WABWABTEC2,256EXITED
315PLTRPALANTIR TECHNOLOGIES INC2,709EXITED
316WALWESTERN ALLIANCE BANCORP5,712EXITED
317JJACOBS SOLUTIONS INC3,609EXITED
318BYDBOYD GAMING CORP5,608EXITED
319RJFRAYMOND JAMES FINL INC2,973EXITED
320TRVTRAVELERS COMPANIES INC1,644EXITED
321WELLWELLTOWER INC2,568EXITED
322FISVFISERV INC7,094EXITED
323SPGIS&P GLOBAL INC910EXITED
324OKTAOKTA INC5,498EXITED
325HALOHALOZYME THERAPEUTICS INC7,063EXITED
326CTVACORTEVA INC7,090EXITED
327PFSIPENNYMAC FINL SVCS INC NEW3,603EXITED
328MELIMERCADOLIBRE INC235EXITED
329KKRKKR & CO INC3,716EXITED
330OTTROTTER TAIL CORP5,808EXITED
331ALLALLSTATE CORP2,252EXITED
332GWWWW GRAINGER INC464EXITED
333PANWPALO ALTO NETWORKS INC2,541EXITED
334WMSADVANCED DRAIN SYS INC DEL3,231EXITED
335LLOEWS CORP4,443EXITED
336CYTKCYTOKINETICS INC7,354EXITED
337MAAMID-AMER APT CMNTYS INC3,361EXITED
338MUSAMURPHY USA INC1,155EXITED
339MCKMCKESSON CORP568EXITED
340RSRELIANCE INC1,610EXITED
341HESMHESS MIDSTREAM LP13,449EXITED
342PMPHILIP MORRIS INTL INC2,891EXITED
343CBOECBOE GLOBAL MKTS INC1,845EXITED
344FMCFMC CORP33,299EXITED
345DHID R HORTON INC3,204EXITED
346BRK/BBERKSHIRE HATHAWAY INC DEL917EXITED
347CORCENCORA INC1,362EXITED
348CGCARLYLE GROUP INC7,770EXITED
349UNMUNUM GROUP5,912EXITED
350BLKBLACKROCK INC428EXITED
351ETNEATON CORP PLC1,433EXITED
352ANAUTONATION INC2,210EXITED
353SNASNAP ON INC1,324EXITED
354AMPAMERIPRISE FINL INC926EXITED
355GENGEN DIGITAL INC16,698EXITED
356FICOFAIR ISAAC CORP268EXITED
357TSCOTRACTOR SUPPLY CO9,049EXITED
358PPCPILGRIMS PRIDE CORP11,602EXITED
359AFLAFLAC INC4,096EXITED
360TOLTOLL BROTHERS INC3,340EXITED
361WTSWATTS WATER TECHNOLOGIES INC1,636EXITED
362LECOLINCOLN ELEC HLDGS INC1,884EXITED
363BXBLACKSTONE INC2,928EXITED
364CEGCONSTELLATION ENERGY CORP1,277EXITED
365TTWOTAKE-TWO INTERACTIVE SOFTWAR1,759EXITED
366TTEKTETRA TECH INC NEW13,419EXITED
367EMREMERSON ELEC CO3,390EXITED
368AESAES CORP31,292EXITED
369AITAPPLIED INDL TECHNOLOGIES IN1,747EXITED
370DDSDILLARDS INC739EXITED
371THCTENET HEALTHCARE CORP2,253EXITED
372BRBRBELLRING BRANDS INC16,710EXITED
373ABBVABBVIE INC1,953EXITED
374ZWSZURN ELKAY WATER SOLNS CORP9,593EXITED
375ITWILLINOIS TOOL WKS INC1,806EXITED
376SLMSLM CORP16,426EXITED
377GOLFACUSHNET HLDGS CORP5,566EXITED
378PKGPACKAGING CORP AMER2,154EXITED
379BEBLOOM ENERGY CORP5,100EXITED
380FLEXFLEX LTD7,316EXITED
381EDCONSOLIDATED EDISON INC4,449EXITED
382ROADCONSTRUCTION PARTNERS INC4,070EXITED
383WYNNWYNN RESORTS LTD3,671EXITED
384BJBJS WHSL CLUB HLDGS INC4,890EXITED
385AAONAAON INC5,770EXITED
386ROPROPER TECHNOLOGIES INC988EXITED
387NWSANEWS CORP NEW16,806EXITED
388EQHEQUITABLE HLDGS INC9,205EXITED
389LHLABCORP HOLDINGS INC1,747EXITED
390NVRNVR INC60EXITED
391CLHCLEAN HARBORS INC1,864EXITED
392TXRHTEXAS ROADHOUSE INC2,632EXITED
393VIRTVIRTU FINL INC13,110EXITED
394HSYHERSHEY CO2,397EXITED
395GFFGRIFFON CORP5,920EXITED
396QUREQUANTA SVCS INC1,032EXITED
397IESCIES HLDGS INC1,119EXITED
398ESIELEMENT SOLUTIONS INC17,399EXITED
399OZKBANK OZK LITTLE ROCK ARK9,448EXITED
400CACICACI INTL INC816EXITED
401CSLCARLISLE COS INC1,358EXITED
402PHMPULTE GROUP INC3,701EXITED
403NWSNEWS CORP NEW14,635EXITED
404ABGASBURY AUTOMOTIVE GROUP INC1,863EXITED
405SNXTD SYNNEX CORPORATION2,878EXITED
406NFGNATIONAL FUEL GAS CO5,394EXITED
407ENSGENSIGN GROUP INC2,476EXITED
408NINISOURCE INC10,298EXITED
409BOOTBOOT BARN HLDGS INC2,435EXITED
410TAT&T INC17,289EXITED
411ACMAECOM4,503EXITED
412NRGNRG ENERGY INC2,695EXITED
413GPIGROUP 1 AUTOMOTIVE INC1,091EXITED
414ETRENTERGY CORP NEW4,641EXITED
415PAGPENSKE AUTOMOTIVE GRP INC2,708EXITED
416PNRPENTAIR PLC4,111EXITED
417BSXBOSTON SCIENTIFIC CORP4,486EXITED
418FERGFERGUSON ENTERPRISES INC1,921EXITED
419DKSDICKS SPORTING GOODS INC2,159EXITED
420GISGENERAL MLS INC9,173EXITED
421CRWVCOREWEAVE INC5,955EXITED
422RRCRANGE RES CORP12,083EXITED
423LNTALLIANT ENERGY CORP6,545EXITED
424GRBKGREEN BRICK PARTNERS INC6,789EXITED
425LDOSLEIDOS HOLDINGS INC2,357EXITED
426USLMUNITED STS LIME & MINERALS I3,550EXITED
427CDWCDW CORP3,118EXITED
428SMCISUPER MICRO COMPUTER INC14,479EXITED
429SHWSHERWIN WILLIAMS CO1,307EXITED
430CAGCONAGRA BRANDS INC24,425EXITED
431INGRINGREDION INC3,828EXITED
432BLDTOPBUILD CORP1,011EXITED
433CMSCMS ENERGY CORP6,029EXITED
434AWKAMERICAN WTR WKS CO INC NEW3,230EXITED
435PJTPJT PARTNERS INC2,508EXITED
436SYKSTRYKER CORPORATION1,192EXITED
437WRBBERKLEY W R CORP5,959EXITED
438BXPBXP INC6,182EXITED
439VRSKVERISK ANALYTICS INC1,864EXITED
440ADMARCHER DANIELS MIDLAND CO7,239EXITED
441MARAMARA HOLDINGS INC46,338EXITED
442SJMSMUCKER J M CO4,252EXITED
443BLDRBUILDERS FIRSTSOURCE INC4,037EXITED
444RCLROYAL CARIBBEAN GROUP1,486EXITED
445CPKCHESAPEAKE UTILS CORP3,315EXITED
446WSMWILLIAMS SONOMA INC2,314EXITED
447CRVLCORVEL CORP6,078EXITED
448WECWEC ENERGY GROUP INC3,898EXITED
449UHALU HAUL HOLDING COMPANY8,136EXITED
450TYLTYLER TECHNOLOGIES INC903EXITED
451KRKROGER CO6,558EXITED
452BANFBANCFIRST CORP3,852EXITED
453VICIVICI PPTYS INC14,504EXITED
454MANHMANHATTAN ASSOCIATES INC2,350EXITED
455TMUST-MOBILE US INC1,999EXITED
456SOSOUTHERN CO4,648EXITED
457RMDRESMED INC1,676EXITED
458PFGCPERFORMANCE FOOD GROUP CO4,487EXITED
459ENPHENPHASE ENERGY INC12,573EXITED
460UNHUNITEDHEALTH GROUP INC1,220EXITED
461EXREXTRA SPACE STORAGE INC3,076EXITED
462CITHE CIGNA GROUP1,455EXITED
463FSSFEDERAL SIGNAL CORP3,677EXITED
464DVADAVITA INC3,496EXITED
465HLIHOULIHAN LOKEY INC2,278EXITED
466MOALTRIA GROUP INC6,875EXITED
467TGTXTG THERAPEUTICS INC13,205EXITED
468FFIVF5 INC1,532EXITED
469CALMCAL MAINE FOODS INC4,884EXITED
470IDCCINTERDIGITAL INC1,215EXITED
471MPCMARATHON PETE CORP2,377EXITED
472SMMTSUMMIT THERAPEUTICS INC22,070EXITED
473GMEGAMESTOP CORP NEW19,123EXITED
474MODMODINE MFG CO2,863EXITED
475EHCENCOMPASS HEALTH CORP3,578EXITED
476ALNYALNYLAM PHARMACEUTICALS INC950EXITED
477LEN/BLENNAR CORP3,833EXITED
478BCCBOISE CASCADE CO DEL4,181EXITED
479KDKYNDRYL HLDGS INC9,998EXITED
480CORTCORCEPT THERAPEUTICS INC6,015EXITED

Source: SEC EDGAR · accession 0001172661-26-001816. 13F discloses long positions only — shorts, foreign equities, and options are excluded.