StockDriftsStockDriftsTop 50 Cynosure Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 11.48% | 758.2K | $76.4M | -33.27%(-378.08K) | $100.61(-0.04%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 10.53% | 194.2K | $70.1M | -15.21%(-34.84K) | $578.48(+34.03%) | 2026-06-30 | |
| IWF | ISHARES TR | 9.28% | 497.2K | $61.7M | -0.39%(-1.93K) | $69.12(+78.52%) | 2026-06-30 | |
| SHV | ISHARES TR | 9.04% | 545.2K | $60.2M | -0.22%(-1.22K) | $110.33(-0.08%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 4.47% | 232.6K | $29.7M | -11.52%(-30.29K) | $113.54(+13.87%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.15% | 36.8K | $27.6M | +4.01%(+1.42K) | $666.97(+16.79%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.46% | 33.5K | $23.0M | -52.63%(-37.23K) | $495.98(+43.69%) | 2026-06-30 | |
| GE | GE AEROSPACE | 3.04% | 54.2K | $20.2M | -2.36%(-1.31K) | $182.27(+103.18%) | 2026-06-30 | |
| CRCL | CIRCLE INTERNET GROUP INC | 2.79% | 296.8K | $18.6M | -7.03%(-22.45K) | $105.94(-32.41%) | 2026-06-30 | |
| UNP | UNION PAC CORP | 2.62% | 64.1K | $17.4M | +0.10%(+66) | $201.56(+48.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.26% | +41.47% | +6.79% | +38.90% |
| Top 20 Holdings Unweighted | +14.34% | +49.47% | +7.69% | +44.81% |
Cynosure Group, LLC reports $665.53M in US-listed equity holdings across 180 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (11.5%), SPY (10.5%) and IWF (9.3%). The top 20 holdings account for 80.33% of reported assets. Its disclosed equity book has returned +41.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cynosure Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1763409). View Cynosure Group, LLC’s 13F filings on SEC