Cynosure Group, LLC
Top Portfolio Positions
139 positions ·
$354,023,279 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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
Holdings in PDX
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,085 | 10,158 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $212,553 | 8,526 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $206,788 | 8,389 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $202,356 | 8,246 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $209,745 | 8,027 | Shares | Sole | 2025-02-12 | |
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