Cynosure Group, LLC
SEC Form 13F institutional filer · CIK 0001763409
13F-HR · 74 reported holdings · 2026-03-31
Reported long-US-equity value
$0.42B
Top-10 concentration
79.4%
Cynosure Group, LLC — $423M AUM allocation strategy
Cynosure Group, LLC files SEC Form 13F and reports $423M of long US equity value across 74 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 10.5%, followed by Financials 5.2% and Information Technology 4.9%.
The top 10 holdings account for 79% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Cynosure Group, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$423M
total across 74 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
79% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VTWO +260K sh · +$29.7M+$SPY +135K sh · +$4.37M+$QQQ +29.3K sh · +$16.5M
Biggest trims (shares)
−$GEHC −4.34M sh · −$44.8M−$IVV −877K sh · −$21.2M−$CAT −508K sh · −$7.22M
Exited to nil (held last quarter, gone now)
$COIN ($6.81M last qtr)$LIN ($1.13M last qtr)$WM ($1.03M last qtr)$CTAS ($998K last qtr)$RL ($975K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Aerospace & Defense3.9%—
- Rail Transportation3.6%—
- Investment Banking & Brokerage3.5%—
- IT Consulting & Other Services2.9%—
- Heavy Electrical Equipment2.1%—
- Systems Software1.2%—
- Diversified Banks0.9%—
- Construction Machinery & Heavy Transportation Equipment0.8%—
- Other holdings81.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
4 of 4 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GE | GE Aerospace | 55.5K | $16.4M | +20.1K | 3.9% |
| $UNP | Union Pacific Corporation | 64K | $15.2M | +4.83K | 3.6% |
| $SCHW | Charles Schwab Corporation | 554K | $14.9M | -9.01K | 3.5% |
| $IBM | International Business Machines Corporation | 50K | $12.1M | -1.49K | 2.9% |
…and 70 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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