Cynosure Group, LLC
Top Portfolio Positions
139 positions ·
$354,023,279 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
229,061 | $148,967,530 | 42.08% | |
| CRCL |
Circle Internet Group, Inc.
Financial Services
|
319,257 | $30,460,310 | 8.60% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
42,413 | $24,479,935 | 6.91% | |
| GE |
General Electric Co
Industrials
|
55,489 | $15,746,112 | 4.45% | |
| UNP |
Union Pacific Corp
Industrials
|
64,021 | $15,532,775 | 4.39% | |
| IBM |
International Business Machines Corp
Technology
|
49,993 | $12,117,803 | 3.42% | |
| GEV |
GE Vernova Inc.
Industrials
|
12,221 | $10,667,710 | 3.01% | |
| USO |
United States Oil Fund, LP
|
64,625 | $8,223,531 | 2.32% | |
| MSFT |
Microsoft Corp
Technology
|
14,162 | $5,242,347 | 1.48% | |
| DBA |
Invesco Db Agriculture Fund
|
154,787 | $4,228,780 | 1.19% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KVYO
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,761,062 | 141,884 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,606,973 | 141,884 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,928,767 | 141,884 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,764,464 | 141,884 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,293,409 | 141,884 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,027,077 | 194,643 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,886,469 | 194,643 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,313,171 | 52,759 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,344,299 | 52,759 | Shares | Sole | 2024-05-10 | |
| No 13F history on record for this holder in this stock. | ||||||