Cynosure Management

Latest statistics and disclosures from Cynosure Group's latest quarterly 13F-HR filing:

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Positions held by Cynosure Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cynosure Group

Cynosure Group holds 741 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Cynosure Group has 741 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV) 6.9 $127M +6% 1.3M 100.70
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Ishares Tr 0-3 Mnth Treasry (SGOV) 6.9 $127M +6% 1.3M 100.70
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.6 $66M 99k 666.18
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.6 $66M 99k 666.18
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Ishares Tr Short Treas Bd (SHV) 3.4 $62M 559k 110.49
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Ishares Tr Short Treas Bd (SHV) 3.4 $62M 559k 110.49
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Ishares Tr Rus 1000 Grw Etf (IWF) 3.3 $60M -2% 127k 468.41
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Ishares Tr Rus 1000 Grw Etf (IWF) 3.3 $60M -2% 127k 468.41
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $40M +13% 65k 612.37
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $40M +13% 65k 612.37
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.7 $31M 255k 120.50
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.7 $31M 255k 120.50
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $27M +8% 45k 600.37
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $27M +8% 45k 600.37
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Ishares Tr Core S&p500 Etf (IVV) 1.4 $27M -11% 40k 669.30
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Ishares Tr Core S&p500 Etf (IVV) 1.4 $27M -11% 40k 669.30
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Ishares Tr Ultra Short Dur (ICSH) 1.2 $22M 439k 50.75
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Ishares Tr Ultra Short Dur (ICSH) 1.2 $22M 439k 50.75
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Spdr Series Trust Prtflo S&p500 Vl (SPYV) 1.1 $21M 376k 55.33
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Spdr Series Trust Prtflo S&p500 Vl (SPYV) 1.1 $21M 376k 55.33
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.1 $20M -9% 136k 145.65
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.1 $20M -9% 136k 145.65
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.0 $18M -4% 362k 50.73
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.0 $18M -4% 362k 50.73
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Spdr Gold Tr Gold Shs (GLD) 0.9 $17M 47k 355.47
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Spdr Gold Tr Gold Shs (GLD) 0.9 $17M 47k 355.47
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Ge Aerospace Com New (GE) 0.9 $16M -12% 54k 300.82
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Ge Aerospace Com New (GE) 0.9 $16M -12% 54k 300.82
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Union Pacific Corporation (UNP) 0.8 $15M 64k 236.37
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Union Pacific Corporation (UNP) 0.8 $15M 64k 236.37
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International Business Machines (IBM) 0.8 $14M 50k 282.16
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International Business Machines (IBM) 0.8 $14M 50k 282.16
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Ishares Tr Core Us Aggbd Et (AGG) 0.7 $13M +8% 130k 100.25
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Ishares Tr Core Us Aggbd Et (AGG) 0.7 $13M +8% 130k 100.25
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Vanguard Index Fds Small Cp Etf (VB) 0.7 $12M +7% 48k 254.28
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Vanguard Index Fds Small Cp Etf (VB) 0.7 $12M +7% 48k 254.28
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Coinbase Global Com Cl A (COIN) 0.6 $10M 31k 337.49
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Coinbase Global Com Cl A (COIN) 0.6 $10M 31k 337.49
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.5 $9.6M +92% 190k 50.78
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.5 $9.6M +92% 190k 50.78
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $9.1M 47k 194.50
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $9.1M 47k 194.50
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Microsoft Corporation (MSFT) 0.5 $8.9M +89% 17k 517.94
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Microsoft Corporation (MSFT) 0.5 $8.9M +89% 17k 517.94
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Ge Vernova (GEV) 0.4 $8.1M 13k 614.90
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Ge Vernova (GEV) 0.4 $8.1M 13k 614.90
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Black Rock Coffee Bar Com Cl A 0.4 $7.5M NEW 316k 23.86
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $7.2M +45% 273k 26.34
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $7.2M +45% 273k 26.34
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Workday Cl A (WDAY) 0.3 $6.0M +2% 25k 240.73
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Workday Cl A (WDAY) 0.3 $6.0M +2% 25k 240.73
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $5.4M +8% 129k 41.58
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $5.4M +8% 129k 41.58
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $4.4M -2% 13k 328.17
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $4.4M -2% 13k 328.17
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Wells Fargo & Company (WFC) 0.2 $4.3M 51k 83.82
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Wells Fargo & Company (WFC) 0.2 $4.3M 51k 83.82
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Amazon (AMZN) 0.2 $4.2M +76% 19k 219.58
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Amazon (AMZN) 0.2 $4.2M +76% 19k 219.58
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $4.0M +16% 42k 95.14
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $4.0M +16% 42k 95.14
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JPMorgan Chase & Co. (JPM) 0.2 $4.0M -19% 13k 315.43
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JPMorgan Chase & Co. (JPM) 0.2 $4.0M -19% 13k 315.43
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Klaviyo Com Ser A (KVYO) 0.2 $3.9M 142k 27.69
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Klaviyo Com Ser A (KVYO) 0.2 $3.9M 142k 27.69
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $3.9M +63% 53k 73.46
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $3.9M +63% 53k 73.46
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $3.5M 40k 87.31
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $3.5M 40k 87.31
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Robinhood Mkts Com Cl A (HOOD) 0.2 $3.2M 22k 143.18
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Robinhood Mkts Com Cl A (HOOD) 0.2 $3.2M 22k 143.18
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Zoominfo Technologies Common Stock (GTM) 0.2 $3.1M 281k 10.91
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Zoominfo Technologies Common Stock (GTM) 0.2 $3.1M 281k 10.91
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Ishares Tr Mortge Rel Etf (REM) 0.2 $3.0M -16% 135k 21.97
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Ishares Tr Mortge Rel Etf (REM) 0.2 $3.0M -16% 135k 21.97
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $2.9M +52% 105k 27.90
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $2.9M +52% 105k 27.90
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Caterpillar (CAT) 0.2 $2.9M -39% 6.1k 477.18
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Caterpillar (CAT) 0.2 $2.9M -39% 6.1k 477.18
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Spotify Technology S A SHS (SPOT) 0.2 $2.9M NEW 4.1k 698.00
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Spotify Technology S A SHS (SPOT) 0.2 $2.9M NEW 4.1k 698.00
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Vaneck Etf Trust Bdc Income Etf (BIZD) 0.1 $2.6M +10% 173k 14.94
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Vaneck Etf Trust Bdc Income Etf (BIZD) 0.1 $2.6M +10% 173k 14.94
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NVIDIA Corporation (NVDA) 0.1 $2.6M -18% 14k 186.58
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NVIDIA Corporation (NVDA) 0.1 $2.6M -18% 14k 186.58
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Apple (AAPL) 0.1 $2.2M 8.8k 254.62
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Apple (AAPL) 0.1 $2.2M 8.8k 254.62
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $2.1M +3% 35k 59.92
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $2.1M +3% 35k 59.92
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $1.8M 20k 89.77
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $1.8M 20k 89.77
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.7M 7.2k 243.12
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.7M 7.2k 243.12
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.7M 71k 23.28
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.7M 71k 23.28
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Ishares Tr Core 80/20 Aggre (AOA) 0.1 $1.6M 18k 88.14
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Ishares Tr Core 80/20 Aggre (AOA) 0.1 $1.6M 18k 88.14
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.6M +48% 50k 31.91
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.6M +48% 50k 31.91
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Root Cl A New (ROOT) 0.1 $1.6M 17k 89.51
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Root Cl A New (ROOT) 0.1 $1.6M 17k 89.51
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Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $1.6M 21k 75.10
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Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $1.6M 21k 75.10
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Netflix (NFLX) 0.1 $1.5M 1.3k 1198.92
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Netflix (NFLX) 0.1 $1.5M 1.3k 1198.92
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.5M +69% 50k 29.64
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.5M +69% 50k 29.64
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.4M NEW 19k 74.37
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.4M NEW 19k 74.37
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Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 0.1 $1.3M +11% 19k 69.02
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Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 0.1 $1.3M +11% 19k 69.02
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Visa Com Cl A (V) 0.1 $1.3M -50% 3.8k 341.38
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Visa Com Cl A (V) 0.1 $1.3M -50% 3.8k 341.38
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Dillards Cl A (DDS) 0.1 $1.3M 2.0k 614.48
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Dillards Cl A (DDS) 0.1 $1.3M 2.0k 614.48
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.3M NEW 15k 84.11
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.3M NEW 15k 84.11
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Broadridge Financial Solutions (BR) 0.1 $1.3M -51% 5.3k 238.17
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Broadridge Financial Solutions (BR) 0.1 $1.3M -51% 5.3k 238.17
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Snowflake Com Shs (SNOW) 0.1 $1.2M 5.5k 225.56
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Snowflake Com Shs (SNOW) 0.1 $1.2M 5.5k 225.56
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Keysight Technologies (KEYS) 0.1 $1.2M -51% 6.6k 174.92
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Keysight Technologies (KEYS) 0.1 $1.2M -51% 6.6k 174.92
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Thermo Fisher Scientific (TMO) 0.1 $1.1M -69% 2.3k 485.02
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Thermo Fisher Scientific (TMO) 0.1 $1.1M -69% 2.3k 485.02
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Cyberark Software SHS (CYBR) 0.1 $1.1M 2.3k 483.15
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Cyberark Software SHS (CYBR) 0.1 $1.1M 2.3k 483.15
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U.S. Lime & Minerals (USLM) 0.1 $1.1M 8.4k 131.55
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U.S. Lime & Minerals (USLM) 0.1 $1.1M 8.4k 131.55
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.1M 40k 27.30
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.1M 40k 27.30
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Progressive Corporation (PGR) 0.1 $1.1M 4.3k 246.95
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Progressive Corporation (PGR) 0.1 $1.1M 4.3k 246.95
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Tko Group Holdings Cl A (TKO) 0.1 $1.1M 5.3k 201.96
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Tko Group Holdings Cl A (TKO) 0.1 $1.1M 5.3k 201.96
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Charles Schwab Corporation (SCHW) 0.1 $1.1M 11k 95.47
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Charles Schwab Corporation (SCHW) 0.1 $1.1M 11k 95.47
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Krystal Biotech (KRYS) 0.1 $1.0M 5.9k 176.53
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Krystal Biotech (KRYS) 0.1 $1.0M 5.9k 176.53
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Aaon Com Par $0.004 (AAON) 0.1 $1.0M 11k 93.44
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Aaon Com Par $0.004 (AAON) 0.1 $1.0M 11k 93.44
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Eli Lilly & Co. (LLY) 0.1 $1.0M -33% 1.4k 763.12
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Eli Lilly & Co. (LLY) 0.1 $1.0M -33% 1.4k 763.12
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Howmet Aerospace (HWM) 0.1 $993k 5.1k 196.23
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Howmet Aerospace (HWM) 0.1 $993k 5.1k 196.23
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Ishares Tr Global Tech Etf (IXN) 0.1 $992k 9.6k 103.21
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Ishares Tr Global Tech Etf (IXN) 0.1 $992k 9.6k 103.21
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Dick's Sporting Goods (DKS) 0.1 $991k 4.5k 222.22
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Dick's Sporting Goods (DKS) 0.1 $991k 4.5k 222.22
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American Healthcare Reit Com Shs (AHR) 0.1 $975k 23k 42.01
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American Healthcare Reit Com Shs (AHR) 0.1 $975k 23k 42.01
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Enova Intl (ENVA) 0.1 $971k 8.4k 115.09
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Enova Intl (ENVA) 0.1 $971k 8.4k 115.09
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Cloudflare Cl A Com (NET) 0.1 $964k 4.5k 214.59
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Cloudflare Cl A Com (NET) 0.1 $964k 4.5k 214.59
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Pennymac Financial Services (PFSI) 0.1 $962k 7.8k 123.88
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Pennymac Financial Services (PFSI) 0.1 $962k 7.8k 123.88
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Axsome Therapeutics (AXSM) 0.1 $953k 7.8k 121.45
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Axsome Therapeutics (AXSM) 0.1 $953k 7.8k 121.45
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Eaton Corp SHS (ETN) 0.1 $935k 2.5k 374.25
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Eaton Corp SHS (ETN) 0.1 $935k 2.5k 374.25
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Ensign (ENSG) 0.1 $921k 5.3k 172.77
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Ensign (ENSG) 0.1 $921k 5.3k 172.77
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Group 1 Automotive (GPI) 0.0 $869k 2.0k 437.51
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Group 1 Automotive (GPI) 0.0 $869k 2.0k 437.51
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Chord Energy Corporation Com New (CHRD) 0.0 $868k 8.7k 99.37
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Chord Energy Corporation Com New (CHRD) 0.0 $868k 8.7k 99.37
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.0 $860k 42k 20.57
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.0 $860k 42k 20.57
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Stonex Group (SNEX) 0.0 $849k 8.4k 100.92
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Stonex Group (SNEX) 0.0 $849k 8.4k 100.92
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Saia (SAIA) 0.0 $832k 2.8k 299.36
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Saia (SAIA) 0.0 $832k 2.8k 299.36
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Primerica (PRI) 0.0 $828k 3.0k 277.59
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Primerica (PRI) 0.0 $828k 3.0k 277.59
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Meta Platforms Cl A (META) 0.0 $826k +3% 1.1k 734.41
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Meta Platforms Cl A (META) 0.0 $826k +3% 1.1k 734.41
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Tesla Motors (TSLA) 0.0 $824k 1.9k 444.62
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Tesla Motors (TSLA) 0.0 $824k 1.9k 444.62
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Moody's Corporation (MCO) 0.0 $820k -61% 1.7k 476.48
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Moody's Corporation (MCO) 0.0 $820k -61% 1.7k 476.48
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Copart (CPRT) 0.0 $798k -50% 18k 44.97
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Copart (CPRT) 0.0 $798k -50% 18k 44.97
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $771k -14% 39k 19.71
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $771k -14% 39k 19.71
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Arista Networks Com Shs (ANET) 0.0 $768k 5.3k 145.71
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Arista Networks Com Shs (ANET) 0.0 $768k 5.3k 145.71
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Broadcom (AVGO) 0.0 $754k 2.3k 329.91
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Broadcom (AVGO) 0.0 $754k 2.3k 329.91
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Servicenow (NOW) 0.0 $752k 817.00 920.28
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Servicenow (NOW) 0.0 $752k 817.00 920.28
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Applovin Corp Com Cl A (APP) 0.0 $749k 1.0k 718.54
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Applovin Corp Com Cl A (APP) 0.0 $749k 1.0k 718.54
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $736k -47% 11k 65.26
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $736k -47% 11k 65.26
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Axon Enterprise (AXON) 0.0 $733k 1.0k 717.64
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Axon Enterprise (AXON) 0.0 $733k 1.0k 717.64
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Arthur J. Gallagher & Co. (AJG) 0.0 $720k 2.3k 309.74
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Arthur J. Gallagher & Co. (AJG) 0.0 $720k 2.3k 309.74
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Powell Industries (POWL) 0.0 $716k 2.3k 304.81
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Powell Industries (POWL) 0.0 $716k 2.3k 304.81
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Meta Financial (CASH) 0.0 $715k 9.7k 74.01
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Meta Financial (CASH) 0.0 $715k 9.7k 74.01
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $709k 3.3k 215.79
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $709k 3.3k 215.79
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Skyward Specialty Insurance Gr (SKWD) 0.0 $699k 15k 47.56
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Skyward Specialty Insurance Gr (SKWD) 0.0 $699k 15k 47.56
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Kinsale Cap Group (KNSL) 0.0 $697k 1.6k 425.26
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Kinsale Cap Group (KNSL) 0.0 $697k 1.6k 425.26
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $691k 7.2k 96.54
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $691k 7.2k 96.54
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Fair Isaac Corporation (FICO) 0.0 $687k 459.00 1496.53
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Fair Isaac Corporation (FICO) 0.0 $687k 459.00 1496.53
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Deckers Outdoor Corporation (DECK) 0.0 $675k 6.7k 101.37
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Deckers Outdoor Corporation (DECK) 0.0 $675k 6.7k 101.37
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Murphy Usa (MUSA) 0.0 $673k 1.7k 388.26
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Murphy Usa (MUSA) 0.0 $673k 1.7k 388.26
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Exponent (EXPO) 0.0 $671k 9.7k 69.48
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Exponent (EXPO) 0.0 $671k 9.7k 69.48
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $670k NEW 11k 60.03
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $670k NEW 11k 60.03
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Ban (TBBK) 0.0 $648k 8.6k 74.89
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Ban (TBBK) 0.0 $648k 8.6k 74.89
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Napco Security Systems (NSSC) 0.0 $632k 15k 42.95
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Napco Security Systems (NSSC) 0.0 $632k 15k 42.95
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Modine Manufacturing (MOD) 0.0 $624k 4.4k 142.16
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Modine Manufacturing (MOD) 0.0 $624k 4.4k 142.16
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SYNNEX Corporation (SNX) 0.0 $621k 3.8k 163.75
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SYNNEX Corporation (SNX) 0.0 $621k 3.8k 163.75
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Tecnoglass Ord Shs (TGLS) 0.0 $620k 9.3k 66.91
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Tecnoglass Ord Shs (TGLS) 0.0 $620k 9.3k 66.91
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Acm Resh Com Cl A (ACMR) 0.0 $618k 16k 39.13
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Acm Resh Com Cl A (ACMR) 0.0 $618k 16k 39.13
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Weatherford Intl Ord Shs (WFRD) 0.0 $614k 9.0k 68.43
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Weatherford Intl Ord Shs (WFRD) 0.0 $614k 9.0k 68.43
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Ishares Core Msci Emkt (IEMG) 0.0 $614k 9.3k 65.92
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Ishares Core Msci Emkt (IEMG) 0.0 $614k 9.3k 65.92
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Monolithic Power Systems (MPWR) 0.0 $611k 664.00 920.64
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Monolithic Power Systems (MPWR) 0.0 $611k 664.00 920.64
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Hawkins (HWKN) 0.0 $611k 3.3k 182.72
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Hawkins (HWKN) 0.0 $611k 3.3k 182.72
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Ies Hldgs (IESC) 0.0 $609k 1.5k 397.65
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Ies Hldgs (IESC) 0.0 $609k 1.5k 397.65
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Vanguard World Mega Grwth Ind (MGK) 0.0 $609k NEW 1.5k 402.42
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Vanguard World Mega Grwth Ind (MGK) 0.0 $609k NEW 1.5k 402.42
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Piper Jaffray Companies (PIPR) 0.0 $607k 1.7k 346.99
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Piper Jaffray Companies (PIPR) 0.0 $607k 1.7k 346.99
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Gartner (IT) 0.0 $606k -48% 2.3k 262.87
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Gartner (IT) 0.0 $606k -48% 2.3k 262.87
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Badger Meter (BMI) 0.0 $606k 3.4k 178.58
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Past Filings by Cynosure Group

SEC 13F filings are viewable for Cynosure Group going back to 2018

View all past filings