Cynosure Group, LLC

CIK 0001763409 • 7 13F filings • May 12, 2025 – Aug 5, 2026

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Filer information

Filed by: Cynosure Group, LLC, Chief Compliance Officer
Address: 111 S. Main Street, Suite 2350, Salt Lake City, UT, 84111
Phone: 801-521-3100
AUM: $983.1M

AUM over time

$665.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $800.3M1 positionsView on SEC.gov

			% of Portfolio
10X GENOMICS INC	CL A COM	$546K	0.1%Prev: 0.0%	25,730 SH	Increased
ACCENTURE PLC IRELAND	SHS CLASS A	$217K	0.0%Prev: 0.0%	1,095 SH	Decreased-38 SH
ADVANCED MICRO DEVICES INC	COM	$270K	0.0%Prev: 0.1%	1,329 SH	Decreased-2,305 SH
AERCAP HOLDINGS NV	SHS	$408K	0.1%	2,974 SH	New
AEROVIRONMENT INC	COM	$356K	0.0%	1,944 SH	New
AFFILIATED MANAGERS GROUP	COM	$392K	0.0%	1,418 SH	New
ALPHABET INC	CAP STK CL A	$1.3M	0.2%Prev: 0.2%	4,677 SH	Increased-2,510 SH
ALPHABET INC	CAP STK CL C	$630K	0.1%	2,197 SH	New
AMAZON COM INC	COM	$2.1M	0.3%Prev: 0.3%	10,148 SH	Increased-435 SH
AMKOR TECHNOLOGY INC	COM	$432K	0.1%	9,600 SH	New
AMNEAL PHARMACEUTICALS INC	COM STK CL A	$399K	0.0%	32,067 SH	New
API GROUP CORP	COM STK	$415K	0.1%Prev: 0.0%	10,249 SH	Increased+1,122 SH
APPLE INC	COM	$1.9M	0.2%Prev: 0.2%	7,480 SH	Increased-635 SH
APPLIED MATLS INC	COM	$503K	0.1%	1,472 SH	New
ARDAGH METAL PACKAGING S A	SHS	$372K	0.0%	91,866 SH	New
AST SPACEMOBILE INC	COM CL A	$380K	0.0%	4,580 SH	New
ATI INC	COM	$400K	0.0%	2,749 SH	New
AXSOME THERAPEUTICS INC.	COM	$442K	0.1%	2,617 SH	New
BRIDGEBIO PHARMA INC	COM	$480K	0.1%	6,460 SH	New
BRIGHTSPRING HEALTH SVCS INC	COM	$440K	0.1%	10,326 SH	New
BROADCOM INC	COM	$454K	0.1%Prev: 0.1%	1,467 SH	Increased-952 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$584K	0.1%Prev: 0.0%	3,592 SH	Increased+2,114 SH
BROOKDALE SR LIVING INC	COM	$398K	0.0%	29,064 SH	New
C H ROBINSON WORLDWIDE IN	COM NEW	$382K	0.0%	2,301 SH	New
CARPENTER TECHNOLOGY CORP	COM	$429K	0.1%Prev: 0.1%	1,088 SH	Decreased-2,712 SH
CASEYS GEN STORES INC	COM	$502K	0.1%Prev: 0.1%	690 SH	Increased-206 SH
CATERPILLAR INC	COM	$3.6M	0.5%Prev: 0.2%	5,462 SH	Increased+1,590 SH
CHURCH & DWIGHT CO INC	COM	$535K	0.1%	5,737 SH	New
CIRCLE INTERNET GROUP INC	COM CL A	$30.5M	3.8%	319,257 SH	New
CITIGROUP INC	COM NEW	$441K	0.1%	3,889 SH	New
CLOUDFLARE INC	CL A COM	$343K	0.0%Prev: 0.1%	1,664 SH	Decreased-2,916 SH
COCA COLA CO	COM	$267K	0.0%Prev: 0.0%	3,504 SH	Increased+97 SH
COHERENT CORP	COM	$403K	0.1%	1,692 SH	New
COMFORT SYS USA INC	COM	$444K	0.1%Prev: 0.1%	322 SH	Decreased-1,676 SH
COMMERCIAL METALS CO	COM	$382K	0.0%	6,217 SH	New
COMPASS INC	CL A	$330K	0.0%	45,158 SH	New
CONSTELLIUM SE	CL A SHS	$403K	0.1%	16,404 SH	New
COPART INC	COM	$330K	0.0%Prev: 0.1%	9,946 SH	Decreased+3,183 SH
CORNING INC	COM	$440K	0.1%	3,235 SH	New
CVS HEALTH CORP	COM	$382K	0.0%	5,319 SH	New
DANA INC	COM	$423K	0.1%	12,570 SH	New
DAVE INC	CLASS A COM NEW	$347K	0.0%	1,993 SH	New
DESCARTES SYS GROUP INC	COM	$281K	0.0%	3,920 SH	New
DOLLAR TREE INC	COM	$401K	0.1%	3,658 SH	New
EA SERIES TRUST	ALPHA ARCH 1-3	$25.8M	3.2%	222,141 SH	New
ELANCO ANIMAL HEALTH INC	COM	$423K	0.1%	17,670 SH	New
ENOVA INTL INC	COM	$407K	0.1%Prev: 0.1%	2,993 SH	Decreased-4,087 SH
ENTERPRISE PRODS PARTNERS L	COM	$447K	0.1%Prev: 0.1%	11,820 SH	Increased
ESCO TECHNOLOGIES INC	COM	$441K	0.1%	1,568 SH	New
FEDERATED HERMES INC	CL B	$425K	0.1%	7,490 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$234K	0.0%	1,000 SH	New
FIRSTCASH HOLDINGS INC	COM	$422K	0.1%	2,247 SH	New
FIVE BELOW INC	COM	$444K	0.1%	1,942 SH	New
GARRETT MOTION INC	COM	$412K	0.1%	22,673 SH	New
GARTNER INC	COM	$217K	0.0%Prev: 0.2%	1,373 SH	Decreased-1,961 SH
GE AEROSPACE	COM NEW	$16.4M	2.0%Prev: 1.4%	55,489 SH	Increased+6,535 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$1.6M	0.2%Prev: 0.2%	20,645 SH	Decreased
GE VERNOVA INC	COM	$9.2M	1.1%Prev: 0.5%	12,221 SH	Increased+23 SH
GENERAL MTRS CO	COM	$418K	0.1%	5,610 SH	New
GLOBAL X FDS	GLB X MLP ENRG I	$638K	0.1%Prev: 0.1%	8,635 SH	Increased
HASBRO INC	COM	$416K	0.1%	4,443 SH	New
HAWAIIAN ELEC INDS INC MTN B	COM	$403K	0.1%	27,149 SH	New
HCA HEALTHCARE INC	COM	$377K	0.0%Prev: 0.1%	796 SH	Decreased-331 SH
HOWMET AEROSPACE INC	COM	$387K	0.0%Prev: 0.1%	1,678 SH	Decreased-3,667 SH
HUNTINGTON INGALLS INDS INC	COM	$384K	0.0%	1,011 SH	New
IDEXX LABS INC	COM	$416K	0.1%	740 SH	New
INSMED INC	COM PAR $.01	$482K	0.1%	2,947 SH	New
INSTALLED BLDG PRODS INC	COM	$363K	0.0%	1,368 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$12.1M	1.5%Prev: 1.7%	49,993 SH	Decreased
INVESCO DB MULTI-SECTOR COMM	AGRICULTURE FD	$4.2M	0.5%	154,787 SH	New
INVESCO DB MULTI-SECTOR COMM	OIL FD	$415K	0.1%	21,116 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$764K	0.1%Prev: 0.1%	39,132 SH	Decreased-8,976 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$768K	0.1%Prev: 0.1%	39,123 SH	Decreased-6,596 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$854K	0.1%Prev: 0.1%	41,794 SH	Increased
INVESCO EXCHANGE TRADED FD T	INTL DIVI ACHI	$546K	0.1%Prev: 0.1%	24,523 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$24.5M	3.1%Prev: 1.0%	42,413 SH	Increased+27,384 SH
IONIS PHARMACEUTICALS INC	COM	$422K	0.1%	5,614 SH	New
ISHARES GOLD TR	ISHARES NEW	$689K	0.1%	7,814 SH	New
ISHARES INC	CORE MSCI EMKT	$563K	0.1%Prev: 0.1%	8,067 SH	Increased-983 SH
ISHARES TR	0-3 MNTH TREASRY	$114.5M	14.3%Prev: 8.6%	1,136,308 SH	Increased+515,124 SH
ISHARES TR	1 3 YR TREAS BD	$253K	0.0%Prev: 0.0%	3,066 SH	Decreased
ISHARES TR	BROAD USD HIGH	$939K	0.1%	25,478 SH	New
ISHARES TR	CORE MSCI EAFE	$1.3M	0.2%Prev: 0.4%	14,581 SH	Decreased-25,643 SH
ISHARES TR	CORE S&P MCP ETF	$417K	0.1%Prev: 0.2%	6,178 SH	Decreased-15,455 SH
ISHARES TR	CORE S&P SCP ETF	$687K	0.1%	5,528 SH	New
ISHARES TR	CORE S&P TTL STK	$16.3M	2.0%Prev: 2.6%	114,266 SH	Decreased-41,569 SH
ISHARES TR	CORE S&P500 ETF	$23.2M	2.9%Prev: 3.3%	35,422 SH	Decreased-7,449 SH
ISHARES TR	CORE US AGGBD ET	$13.8M	1.7%Prev: 1.5%	138,648 SH	Increased+28,081 SH
ISHARES TR	GLOBAL TECH ETF	$961K	0.1%Prev: 0.1%	9,611 SH	Increased
ISHARES TR	MORTGE REL ETF	$2.8M	0.4%Prev: 0.4%	131,605 SH	Decreased+3,342 SH
ISHARES TR	MSCI ACWI EX US	$602K	0.1%Prev: 0.1%	8,794 SH	Increased
ISHARES TR	MSCI EAFE ETF	$574K	0.1%Prev: 0.1%	5,976 SH	Decreased-2,736 SH
ISHARES TR	MSCI USA MIN VOL	$1.5M	0.2%Prev: 0.5%	15,854 SH	Decreased-20,338 SH
ISHARES TR	MSCI USA QLT FCT	$3.9M	0.5%Prev: 1.1%	20,267 SH	Decreased-26,047 SH
ISHARES TR	NATIONAL MUN ETF	$884K	0.1%	8,332 SH	New
ISHARES TR	RUS 1000 GRW ETF	$53.2M	6.6%Prev: 6.5%	124,790 SH	Increased-5,413 SH
ISHARES TR	RUS MID CAP ETF	$273K	0.0%Prev: 0.1%	2,836 SH	Decreased-6,462 SH
ISHARES TR	RUSSELL 2000 ETF	$208K	0.0%Prev: 0.1%	840 SH	Decreased-1,173 SH
ISHARES TR	TRUST ISHARE 0-1	$60.3M	7.5%	546,422 SH	New
ISHARES TR	ULTRA SHORT DUR	$20.8M	2.6%	411,833 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$6.0M	0.8%Prev: 2.7%	119,235 SH	Decreased-261,600 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$10.6M	1.3%Prev: 1.0%	211,047 SH	Increased+69,800 SH
JOHNSON & JOHNSON	COM	$539K	0.1%	2,204 SH	New
JPMORGAN CHASE & CO	COM	$1.5M	0.2%	5,235 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$1.1M	0.1%Prev: 0.0%	3,743 SH	Increased+1,376 SH
KINIKSA PHARMACEUTICALS INTL	ORD SHS CL A	$449K	0.1%	9,331 SH	New
KLAVIYO INC	COM SER A	$2.8M	0.3%Prev: 0.6%	141,884 SH	Decreased
KRYSTAL BIOTECH INC	COM	$426K	0.1%Prev: 0.1%	1,649 SH	Decreased-2,253 SH
L3HARRIS TECHNOLOGIES INC	COM	$405K	0.1%	1,173 SH	New
LAM RESEARCH CORP	COM NEW	$432K	0.1%	2,023 SH	New
LAUREATE ED INC	COMMON STOCK	$461K	0.1%	13,228 SH	New
LIGAND PHARMACEUTICALS INC	COM NEW	$416K	0.1%	2,085 SH	New
LIQUIDIA CORPORATION	COM NEW	$465K	0.1%	12,318 SH	New
LUMENTUM HLDGS INC	COM	$464K	0.1%	660 SH	New
META PLATFORMS INC	CL A	$950K	0.1%Prev: 0.1%	1,661 SH	Increased+595 SH
METTLER TOLEDO INTERNATIONAL	COM	$612K	0.1%	485 SH	New
MICROSOFT CORP	COM	$5.2M	0.7%Prev: 0.5%	14,162 SH	Increased+5,052 SH
MILLICOM INTL CELLULAR S A	COM STK	$447K	0.1%	5,967 SH	New
MIRUM PHARMACEUTICALS INC	COM	$434K	0.1%	4,694 SH	New
MONSTER BEVERAGE CORP NEW	COM	$397K	0.0%Prev: 0.1%	5,474 SH	Increased-750 SH
MOODYS CORP	COM	$750K	0.1%	1,720 SH	New
NEBIUS GROUP N.V.	SHS CLASS A	$486K	0.1%	4,680 SH	New
NEXTPOWER INC	CLASS A COM	$505K	0.1%	4,192 SH	New
NORDSON CORP	COM	$682K	0.1%	2,562 SH	New
NVIDIA CORPORATION	COM	$1.9M	0.2%Prev: 0.3%	10,875 SH	Increased-6,230 SH
ORMAT TECHNOLOGIES INC	COM	$444K	0.1%	3,968 SH	New
PACS GROUP INC	COM SHS	$389K	0.0%	12,104 SH	New
PERIMETER SOLUTIONS INC	COMMON STOCK	$432K	0.1%	17,704 SH	New
PIMCO DYNAMIC INCOME STRATEG	COM SHS BEN INT	$224K	0.0%Prev: 0.0%	10,158 SH	Increased+1,912 SH
POWELL INDS INC	COM	$452K	0.1%Prev: 0.1%	835 SH	Increased-1,337 SH
PRICESMART INC	COM	$435K	0.1%	2,889 SH	New
PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$230K	0.0%	4,355 SH	New
PROTAGONIST THERAPEUTICS INC	COM	$489K	0.1%	4,635 SH	New
PTC THERAPEUTICS INC	COM	$458K	0.1%	6,728 SH	New
RBC BEARINGS INC	COM	$409K	0.1%	753 SH	New
ROBINHOOD MKTS INC	COM CL A	$347K	0.0%Prev: 0.1%	5,000 SH	Decreased-17,326 SH
ROCKET COS INC	COM CL A	$374K	0.0%	26,226 SH	New
ROIVANT SCIENCES LTD	SHS	$398K	0.0%	14,360 SH	New
ROLLINS INC	COM	$534K	0.1%	10,002 SH	New
ROYALTY PHARMA PLC	SHS CLASS A	$445K	0.1%	9,276 SH	New
RTX CORPORATION	COM	$417K	0.1%	2,160 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.8M	0.2%Prev: 0.2%	72,811 SH	Increased+1,984 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$256K	0.0%Prev: 0.2%	8,355 SH	Decreased-31,796 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.2M	0.1%Prev: 0.1%	40,932 SH	Increased+7,081 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$7.3M	0.9%Prev: 0.6%	282,868 SH	Increased+96,360 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$886K	0.1%Prev: 0.1%	28,603 SH	Increased-804 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$3.5M	0.4%Prev: 0.2%	120,763 SH	Increased+72,540 SH
SEABOARD CORP DEL	COM	$469K	0.1%	83 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$467K	0.1%	1,192 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$10.7M	1.3%	175,145 SH	New
SERVICENOW INC	COM	$229K	0.0%Prev: 0.1%	2,190 SH	Decreased+1,393 SH
SHOPIFY INC	CL A SUB VTG SHS	$474K	0.1%	4,000 SH	New
SITEONE LANDSCAPE SUPPLY INC	COM	$450K	0.1%	3,381 SH	New
SOMNIGROUP INTERNATIONAL INC	COM	$373K	0.0%	5,045 SH	New
SPDR GOLD TR	GOLD SHS	$525K	0.1%Prev: 1.9%	1,219 SH	Decreased-45,726 SH
SPDR SERIES TRUST	STATE STREET SPD	$24.5M	3.1%	304,254 SH	New
SPHERE ENTERTAINMENT CO	CL A	$442K	0.1%	3,769 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$2.0M	0.2%	4,100 SH	New
SSGA ACTIVE ETF TR	STATE STREET BLA	$6.3M	0.8%	156,785 SH	New
ST JOE CO	COM	$378K	0.0%	6,020 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$68.4M	8.5%	229,061 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$218K	0.0%	353 SH	New
TAPESTRY INC	COM	$403K	0.1%	2,854 SH	New
TESLA INC	COM	$217K	0.0%Prev: 0.1%	583 SH	Decreased-960 SH
TRANSMEDICS GROUP INC	COM	$302K	0.0%	3,036 SH	New
TRAVEL PLUS LEISURE CO	COM	$394K	0.0%	5,697 SH	New
ULTA BEAUTY INC	COM	$342K	0.0%	654 SH	New
UNION PAC CORP	COM	$15.2M	1.9%Prev: 2.1%	64,021 SH	Decreased-283 SH
UNITED STS OIL FD LP	UNITS	$8.2M	1.0%	64,625 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.2M	0.7%	71,025 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$306K	0.0%Prev: 0.1%	701 SH	Decreased-1,458 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$407K	0.1%Prev: 0.0%	1,362 SH	Increased+15 SH
VANGUARD INDEX FDS	MID CAP ETF	$383K	0.0%	1,333 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$42.3M	5.3%Prev: 4.0%	70,735 SH	Increased+13,860 SH
VANGUARD INDEX FDS	SMALL CP ETF	$11.5M	1.4%Prev: 1.4%	43,741 SH	Increased-1,608 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.2M	0.5%Prev: 0.5%	13,150 SH	Increased-1,221 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$336K	0.0%Prev: 0.1%	6,217 SH	Decreased-6,638 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$320K	0.0%	2,314 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$865K	0.1%	10,451 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$664K	0.1%	11,152 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$32.0M	4.0%Prev: 3.2%	262,913 SH	Increased+14,044 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$312K	0.0%Prev: 0.2%	1,452 SH	Decreased-5,191 SH
VANGUARD STAR FDS	VG TL INTL STK F	$4.9M	0.6%Prev: 0.3%	63,930 SH	Increased+33,304 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.3M	0.3%Prev: 0.3%	35,397 SH	Increased-2,887 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$556K	0.1%	1,513 SH	New
VICOR CORP	COM	$382K	0.0%	2,374 SH	New
VIKING HOLDINGS LTD	ORD SHS	$432K	0.1%	5,874 SH	New
VISA INC	COM CL A	$873K	0.1%Prev: 0.1%	2,889 SH	Increased+1,383 SH
VISTANCE NETWORKS INC	COM	$440K	0.1%	24,155 SH	New
VITA COCO CO INC	COM	$387K	0.0%	8,081 SH	New
VSE CORP	COM	$366K	0.0%	1,983 SH	New
WAYFAIR INC	CL A	$417K	0.1%	5,548 SH	New
WELLS FARGO & CO	COM	$4.1M	0.5%	51,198 SH	New
WESTERN DIGITAL CORP	COM	$451K	0.1%	1,669 SH	New
WOODWARD INC	COM	$400K	0.1%	1,118 SH	New
WORKDAY INC	CL A	$3.4M	0.4%Prev: 0.8%	26,345 SH	Decreased+2,500 SH
ZOOMINFO TECHNOLOGIES INC	COMMON STOCK	$1.4M	0.2%Prev: 0.4%	227,765 SH	Decreased-53,078 SH

Sold (vs prior filing)

A-MARK PRECIOUS METALS INC — $326K
AAON INC — $1.8M
ABBVIE INC — $349K
ACM RESH INC — $309K
ACUSHNET HLDGS CORP — $359K
ADDUS HOMECARE CORP — $1.4M
AGILYSYS INC — $1.3M
AIRBNB INC — $497K
ALBEMARLE CORP — $339K
ALPHA METALLURGICAL RESOUR I — $646K
AMERICAN WTR WKS CO INC NEW — $362K
AMPHASTAR PHARMACEUTICALS IN — $360K
APOLLO GLOBAL MGMT INC — $337K
APPLIED INDL TECHNOLOGIES IN — $334K
APPLOVIN CORP — $337K
ARES MANAGEMENT CORPORATION — $1.0M
ARGENX SE — $668K
ARISTA NETWORKS INC — $310K
ARM HOLDINGS PLC — $295K
ASBURY AUTOMOTIVE GROUP INC — $293K
… and 272 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001172661-26-000808	$983.1M	View
Nov 13, 2025	Q3 2025	13F-HR/A	0001172661-25-004766	$920.7M	View
Aug 5, 2026	Q2 2026