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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 2 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TRV TRAVELERS COMPANIES INC Financial Services 4,103.0 $1.4M 0.13% NEW $330.12 +10.9%
22 IWM ISHARES TR 4,474.0 $1.3M 0.13% NEW $300.45 -0.5%
23 BBLU EA SERIES TRUST 80,012.0 $1.3M 0.12% NEW $16.50 +5.0%
24 VLO VALERO ENERGY CORP Energy 4,990.0 $1.3M 0.12% NEW $260.44 +33.8%
25 VMC VULCAN MATLS CO Basic Materials 4,395.0 $1.3M 0.12% NEW $295.01 -7.1%
26 NVT NVENT ELEC PLC Industrials 7,614.0 $1.3M 0.12% NEW $169.61 -8.6%
27 EWO ISHARES INC 29,225.0 $1.2M 0.12% NEW $42.33 +3.3%
28 DFIV DIMENSIONAL ETF TRUST 22,665.0 $1.2M 0.12% NEW $54.02 +8.0%
29 CIEN CIENA CORP Technology 2,220.0 $1.1M 0.10% NEW $490.56 -21.6%
30 UUP INVESCO DB US DLR INDEX TR Financial Services 36,660.0 $1.0M 0.10% NEW $28.41 -1.7%
31 BUXX EA SERIES TRUST 48,660.0 $985K 0.09% NEW $20.24 +0.1%
32 LDUR PIMCO ETF TR 9,567.0 $915K 0.09% NEW $95.61 -0.2%
33 SPACE EXPLORATION TECHN CORP 5,083.0 $868K 0.08% NEW $170.86
34 MRVL MARVELL TECHNOLOGY INC Technology 2,117.0 $631K 0.06% NEW $297.89 -20.2%
35 FSEC FIDELITY MERRIMACK STR TR 14,101.0 $618K 0.06% NEW $43.84 -0.9%
36 WPC WP CAREY INC Real Estate 7,630.0 $546K 0.05% NEW $71.50 -0.1%
37 CDX SIMPLIFY EXCHANGE TRADED FUN 25,555.0 $540K 0.05% NEW $21.12 -1.6%
38 OAIM UNIFIED SER TR 11,212.0 $536K 0.05% NEW $47.83 +0.6%
39 SAMM ADVISORS INNER CIRCLE FD III 16,248.0 $525K 0.05% NEW $32.33 +1.4%
40 BUFR FIRST TR EXCHNG TRADED FD VI 13,029.0 $476K 0.04% NEW $36.53 +2.0%
Page 2 of 5  ·  87 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 35.7%
Financial Services 13.6%
Healthcare 13.3%
Communication Services 10.3%
Industrials 7.6%
Consumer Cyclical 7.4%
Consumer Defensive 3.5%
Energy 2.7%
Basic Materials 2.3%
Utilities 2.2%