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Portfolio (Quarterly) Guide ↗

Synergy Asset Management, LLC

· CIK 0001699080
13F Portfolio $1.1B AUM 274 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 87 New 91 Added 85 Reduced 65 Exited
Page 3 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LMBS FIRST TR EXCHANGE-TRADED FD 28,369.0 $1.4M 0.13% +6K +28.6% $49.78 -0.5%
42 FNDE SCHWAB STRATEGIC TR 34,633.0 $1.4M 0.13% +4K +13.3% $39.68 +5.5%
43 MPC MARATHON PETE CORP Energy 5,214.0 $1.3M 0.13% +2K +85.2% $255.67 +41.1%
44 PICK ISHARES INC 16,394.0 $953K 0.09% +3K +25.8% $58.15 +13.0%
45 GOOG ALPHABET INC 2,449.0 $865K 0.08% +176.0 +7.7% $353.33
46 FFIV F5 INC Technology 2,023.0 $841K 0.08% +641.0 +46.4% $415.96 -7.5%
47 MRK MERCK & CO INC Healthcare 6,385.0 $820K 0.08% +2K +38.5% $128.50 +18.7%
48 ASML ASML HLDG NV Technology 373.0 $742K 0.07% +100.0 +36.6% $1989.44 -11.3%
49 XOM EXXON MOBIL CORP Energy 4,942.0 $676K 0.06% +32.0 +0.7% $136.72 +20.8%
50 PLTR PALANTIR TECHNOLOGIES INC Technology 5,232.0 $610K 0.06% +614.0 +13.3% $116.67 +54.2%
51 SBUX STARBUCKS CORP Consumer Cyclical 5,816.0 $594K 0.06% +2K +54.6% $102.19 +4.8%
52 SPHY SPDR SERIES TRUST 22,927.0 $537K 0.05% +3K +16.4% $23.44 -0.6%
53 BA BOEING CO Industrials 2,470.0 $535K 0.05% +806.0 +48.4% $216.47 -1.0%
54 EUHY ISHARES INC 9,887.0 $533K 0.05% +1K +15.8% $53.86 -0.7%
55 FGD FIRST TR EXCHANGE-TRADED FD 16,577.0 $530K 0.05% +2K +11.1% $31.99 +11.5%
56 HYUP DBX ETF TR 12,658.0 $527K 0.05% +2K +17.3% $41.65 -0.8%
57 JHMM JOHN HANCOCK EXCHANGE TRADED 7,010.0 $525K 0.05% +754.0 +12.1% $74.96 +1.3%
58 FIRST TR EXCHNG TRADED FD VI 18,541.0 $491K 0.05% +286.0 +1.6% $26.49
59 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,293.0 $482K 0.04% +95.0 +2.3% $112.32 +40.5%
60 GJAN FIRST TR EXCHNG TRADED FD VI 10,177.0 $458K 0.04% +2K +29.3% $45.02 +1.7%
Page 3 of 5  ·  91 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.8%
Financial Services 13.6%
Healthcare 13.3%
Communication Services 10.2%
Industrials 7.6%
Consumer Cyclical 7.4%
Consumer Defensive 3.5%
Energy 2.7%
Basic Materials 2.3%
Utilities 2.2%