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Portfolio (Quarterly) Guide ↗

Synergy Asset Management, LLC

· CIK 0001699080
13F Portfolio $942M AUM 252 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 84 New 88 Added 64 Reduced 59 Exited
Page 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BA BOEING CO Industrials 1,664.0 $331K 0.04% +63.0 +3.9% $199.03 +9.5%
82 PCAR PACCAR INC Industrials 2,730.0 $315K 0.03% +108.0 +4.1% $115.50 -6.0%
83 BND VANGUARD BD INDEX FDS 3,636.0 $268K 0.03% +903.0 +33.0% $73.64 -1.6%
84 QCOM QUALCOMM INC Technology 2,049.0 $264K 0.03% +296.0 +16.9% $128.78 +52.1%
85 YUM YUM BRANDS INC Consumer Cyclical 1,410.0 $219K 0.02% +10.0 +0.7% $155.48 -2.2%
86 CLSK CLEANSPARK INC Technology 23,443.0 $200K 0.02% +11K +86.5% $8.51 +76.4%
87 YMAG TIDAL TRUST II 12,903.0 $154K 0.02% +3K +26.4% $11.95 +6.2%
88 DATAVAULT AI INC 130,848.0 $81K 0.01% +79K +151.1% $0.62
Page 5 of 5  ·  88 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 39.3%
Healthcare 12.0%
Communication Services 11.3%
Financial Services 10.2%
Consumer Cyclical 7.4%
Consumer Defensive 6.5%
Industrials 4.5%
Utilities 3.4%
Basic Materials 3.0%
Energy 1.3%