Cynosure Group, LLC

13F Portfolio Filings

Most recent 13F
Q2 2026
13D/G filings
13D on 1 security
Location
Salt Lake City, UT
CIK
0001763409
Alternate names
Cynosure Management, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 180 665,526 SGOV, SPY, IWF, SHV 13F-HR 8/5/2026 000117266126003081
Q1 2026 198 800,290 SGOV, SPY, SHV, IWF 13F-HR 5/13/2026 000117266126001816
Q4 2025 399 983,100 SGOV, SPY, SHV, IWF 13F-HR 2/17/2026 000117266126000808
Q3 2025 371 920,723 SGOV, SPY, SHV, IWF NEW HOLDINGS 11/13/2025 000117266125004766
Q3 2025 370 913,183 SGOV, SPY, SHV, IWF 13F-HR 10/22/2025 000117266125004367
Q2 2025 377 882,812 SGOV, SHV, SPY, IWF 13F-HR 8/12/2025 000117266125003073
Q1 2025 375 725,680 SGOV, SHV, SPY, IWF 13F-HR 5/12/2025 000117266125001652
Q4 2024 367 669,273 SHV, SPY, IWF, IVV 13F-HR 2/12/2025 000117266125000700
Q3 2024 370 686,102 SHV, SPY, IWF, IVV 13F-HR 11/13/2024 000117266124004662
Q2 2024 334 623,137 SHV, SPY, IWF, IVV 13F-HR 8/13/2024 000117266124003261
Q1 2024 313 556,877 SHV, SPY, IWF, ICSH 13F-HR 5/10/2024 000117266124002162
Q4 2023 150 556,336 SHV, SPY, IWF, ICSH 13F-HR 2/14/2024 000117266124001274
Q3 2023 138 325,886 ICSH, UNP, IVV, ITOT 13F-HR 11/14/2023 000108514623004416
Q2 2023 128 332,572 UNP, ICSH, IVV, ITOT 13F-HR 8/14/2023 000108514623003451
Q1 2023 26 66,163 UNP, WSO, V, IT 13F-HR 5/15/2023 000176340923000002
Q4 2022 25 96,403 UNP, WSO, WFC, IT 13F-HR 2/9/2023 000176340923000001
Q3 2022 28 93,404 UNP, WSO, WFC, GSBD 13F-HR 11/14/2022 000176340922000006
Q2 2022 43 101,858 UNP, WSO, GSBD, WFC 13F-HR 8/19/2022 000176340922000003
Q1 2022 25 124,146 UNP, WSO, WFC, GSBD 13F-HR 5/16/2022 000176340922000002
Q4 2021 22 132,548 UNP, WSO, WFC, IT 13F-HR 2/14/2022 000176340922000001
Q3 2021 22 129,506 UNP, WSO, WFC, V 13F-HR 11/12/2021 000176340921000006
Q2 2021 21 128,873 UNP, WSO, WFC, V 13F-HR 8/16/2021 000176340921000004
Q1 2021 20 127,505 UNP, VEA, WSO, WFC 13F-HR 5/12/2021 000176340921000003
Q4 2020 18 117,714 UNP, VEA, WSO, V 13F-HR 2/1/2021 000176340921000002
Q3 2020 15 95,652 UNP, VEA, WSO, V 13F-HR 11/2/2020 000176340920000005
Q2 2020 14 85,029 UNP, VEA, V, WSO 13F-HR 8/10/2020 000176340920000004
Q1 2020 68 139,840 UNP, GE, VEA, V 13F-HR 5/5/2020 000176340920000003
Q4 2019 68 187,735 UNP, GE, WFC, VEA 13F-HR 2/4/2020 000176340920000001
Q3 2019 68 183,942 UNP, WFC, GE, VEA 13F-HR 11/8/2019 000176340919000008
Q2 2019 78 217,763 WFC, UNP, GE, VEA 13F-HR 8/6/2019 000176340919000007
Q1 2019 14 161,373 WFC, UNP, GE, VEA 13F-HR 4/23/2019 000176340919000006
Q4 2018 13 169,563 WFC, UNP, GE, VEA 13F-HR 2/14/2019 000176340919000004

13D and 13G Filings

All 13D and 13G filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each security where the latest filing since 12/18/2024 is a 13D, newest first.

Issuer % of Class Filed
Black Rock Coffee Bar, Inc. 13D/A
BRCB · 092244102
 52.6% 5/22/2026
Event 5/15/2026