Cynosure Group, LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$882.8B

Holdings

377

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (377 positions)

#StockSharesValue% PortfolioType
101
SKWDSKYWARD SPECIALTY INS GROUP
14,700$849.5M0.10%
102
CHRDCHORD ENERGY CORPORATION
8,737$846.2M0.10%
103
AXONAXON ENTERPRISE INC
1,021$845.3M0.10%
104
USLMUNITED STS LIME & MINERALS I
8,448$843.1M0.10%
105
NOWSERVICENOW INC
817$839.9M0.10%
106
FICOFAIR ISAAC CORP
459$839.0M0.10%
107
ARGXARGENX SE
1,517$836.2M0.09%
108
BMIBADGER METER INC
3,395$831.6M0.09%
109
SFMSPROUTS FMRS MKT INC
5,040$829.8M0.09%
110
SCHMSCHWAB STRATEGIC TR
29,497$827.4M0.09%
111
AAONAAON INC
11,179$824.5M0.09%
112
ENSGENSIGN GROUP INC
5,331$822.4M0.09%
113
AXSMAXSOME THERAPEUTICS INC
7,844$818.8M0.09%
114
PRIPRIMERICA INC
2,983$816.4M0.09%
115
KRYSKRYSTAL BIOTECH INC
5,918$813.5M0.09%
116
CELHCELSIUS HLDGS INC
17,507$812.1M0.09%
117
UFPTUFP TECHNOLOGIES INC
3,290$803.3M0.09%
118
METAMETA PLATFORMS INC
1,084$800.1M0.09%
119
KNSLKINSALE CAP GROUP INC
1,639$793.1M0.09%
120
TRNSTRANSCAT INC
9,146$786.2M0.09%
121
PFSIPENNYMAC FINL SVCS INC NEW
7,767$773.9M0.09%
122
SNEXSTONEX GROUP INC
8,415$766.9M0.09%
123
CASHPATHWARD FINANCIAL INC
9,657$764.1M0.09%
124
SAIASAIA INC
2,780$761.7M0.09%
125
LBLANDBRIDGE COMPANY LLC
11,070$748.1M0.08%
126
AJGGALLAGHER ARTHUR J & CO
2,323$743.6M0.08%
127
BOWBOWHEAD SPECIALTY HLDGS INC
19,400$728.1M0.08%
128
EXPOEXPONENT INC
9,659$721.6M0.08%
129
TGLSTECNOGLASS INC
9,260$716.4M0.08%
130
MUSAMURPHY USA INC
1,733$705.0M0.08%
131
CBZCBIZ INC
9,729$697.7M0.08%
132
ORCLORACLE CORP
3,189$697.2M0.08%
133
CSWCSW INDUSTRIALS INC
2,421$694.4M0.08%
134
DECKDECKERS OUTDOOR CORP
6,654$685.8M0.08%
135
VIGVANGUARD SPECIALIZED FUNDS
3,286$672.5M0.08%
136
CLSCELESTICA INC
4,254$664.1M0.08%
137
IWRISHARES TR
7,136$656.3M0.07%
138
AVGOBROADCOM INC
2,313$637.6M0.07%
139
TXNTEXAS INSTRS INC
3,005$623.9M0.07%
140
MLB1MERCADOLIBRE INC
235$614.8M0.07%
141
TSLATESLA INC
1,868$593.3M0.07%
142
ENPHENPHASE ENERGY INC
14,293$566.7M0.06%
143
IEMGISHARES INC
9,307$558.7M0.06%
144
AMDADVANCED MICRO DEVICES INC
3,882$550.8M0.06%
145
ABNBAIRBNB INC
4,161$550.7M0.06%
146
OKTAOKTA INC
5,498$549.6M0.06%
147
INTUINTUIT
692$545.0M0.06%
148
CRSCARPENTER TECHNOLOGY CORP
1,964$542.8M0.06%
149
ANETARISTA NETWORKS INC
5,268$539.0M0.06%
150
BKNGBOOKING HOLDINGS INC
93$538.4M0.06%
151
EMEEMCOR GROUP INC
1,004$537.0M0.06%
152
ACWXISHARES TR
8,794$535.9M0.06%
153
CRCRANE COMPANY
2,793$530.4M0.06%
154
EFAISHARES TR
5,861$523.9M0.06%
155
JBLJABIL INC
2,398$523.0M0.06%
156
SUXTD SYNNEX CORPORATION
3,790$514.3M0.06%
157
HEIHEICO CORP NEW
1,564$513.0M0.06%
158
ARMARM HOLDINGS PLC
3,156$510.5M0.06%
159
MAMASTERCARD INCORPORATED
898$504.6M0.06%
160
ULSUL SOLUTIONS INC
6,900$502.7M0.06%
161
PIDINVESCO EXCHANGE TRADED FD T
24,523$502.7M0.06%
162
MPCMARATHON PETE CORP
3,020$501.7M0.06%
163
SPXCSPX TECHNOLOGIES INC
2,987$500.9M0.06%
164
COSTCOSTCO WHSL CORP NEW
505$500.4M0.06%
165
LINLINDE PLC
1,063$498.7M0.06%
166
PARPAR TECHNOLOGY CORP
7,181$498.1M0.06%
167
BLKBLACKROCK INC
473$496.3M0.06%
168
POWLPOWELL INDS INC
2,349$494.3M0.06%
169
TBBKBANCORP INC DEL
8,646$492.6M0.06%
170
CFCF INDS HLDGS INC
5,333$490.6M0.06%
171
THCTENET HEALTHCARE CORP
2,771$487.7M0.06%
172
SMCISUPER MICRO COMPUTER INC
9,939$487.1M0.06%
173
DELLDELL TECHNOLOGIES INC
3,970$486.7M0.06%
174
PIPRPIPER SANDLER COMPANIES
1,749$486.1M0.06%
175
MPWRMONOLITHIC PWR SYS INC
664$485.6M0.06%
176
FTNTFORTINET INC
4,585$484.7M0.05%
177
TDWTIDEWATER INC NEW
10,497$484.2M0.05%
178
NEUNEWMARKET CORP
699$482.9M0.05%
179
IRMIRON MTN INC DEL
4,699$482.0M0.05%
180
OFGOFG BANCORP
11,241$481.1M0.05%
181
NDAQNASDAQ INC
5,336$477.1M0.05%
182
BELFABEL FUSE INC
5,302$476.4M0.05%
183
HWKNHAWKINS INC
3,341$474.8M0.05%
184
GOLFACUSHNET HLDGS CORP
6,481$471.9M0.05%
185
LPLALPL FINL HLDGS INC
1,257$471.3M0.05%
186
APOAPOLLO GLOBAL MGMT INC
3,300$468.2M0.05%
187
PANWPALO ALTO NETWORKS INC
2,285$467.6M0.05%
188
ORLYOREILLY AUTOMOTIVE INC
5,160$465.1M0.05%
189
VLOVALERO ENERGY CORP
3,449$463.6M0.05%
190
ZTSZOETIS INC
2,961$461.8M0.05%
191
IGVISHARES TR
4,200$459.9M0.05%
192
CA8ACACI INTL INC
964$459.5M0.05%
193
LOWLOWES COS INC
2,068$458.8M0.05%
194
HLIHOULIHAN LOKEY INC
2,544$457.8M0.05%
195
CASYCASEYS GEN STORES INC
897$457.7M0.05%
196
RSGREPUBLIC SVCS INC
1,853$457.0M0.05%
197
NUENUCOR CORP
3,524$456.5M0.05%
198
MRKMERCK & CO INC
5,759$455.9M0.05%
199
ZSZSCALER INC
1,450$455.2M0.05%
200
INSWINTERNATIONAL SEAWAYS INC
12,466$454.8M0.05%
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