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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 3 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KLAC KLA CORP Technology 517.0 $761K 0.08% NEW $1472.41 +18.2%
42 XLE SELECT SECTOR SPDR TR 11,554.0 $708K 0.07% NEW $61.26 -2.4%
43 MPC MARATHON PETE CORP Energy 2,815.0 $687K 0.07% NEW $244.18 +7.7%
44 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 4,684.0 $548K 0.06% NEW $117.06 -7.4%
45 AMP AMERIPRISE FINL INC Financial Services 1,208.0 $537K 0.06% NEW $444.40 +2.9%
46 TLN TALEN ENERGY CORP Utilities 1,623.0 $518K 0.06% NEW $319.23 -1.5%
47 PVAL PUTNAM ETF TRUST 10,785.0 $500K 0.05% NEW $46.40 +7.4%
48 AMLP ALPS ETF TR 7,489.0 $394K 0.04% NEW $52.64 +3.3%
49 SMH VANECK ETF TRUST 1,015.0 $389K 0.04% NEW $383.40 +47.1%
50 ISHARES TR 14,926.0 $377K 0.04% NEW $25.25
51 ASML ASML HLDG NV Technology 273.0 $361K 0.04% NEW $1320.83 +17.4%
52 BTG B2GOLD CORP Basic Materials 77,968.0 $353K 0.04% NEW $4.53 +3.1%
53 HDGE ADVISORSHARES TR 19,625.0 $352K 0.04% NEW $17.95 -4.5%
54 XOP SPDR SERIES TRUST 1,918.0 $349K 0.04% NEW $181.83 -3.9%
55 CDE COEUR MNG INC Basic Materials 18,397.0 $345K 0.04% NEW $18.77 -5.5%
56 PANW PALO ALTO NETWORKS INC Technology 2,046.0 $328K 0.04% NEW $160.32 +49.8%
57 ETHA ISHARES ETHEREUM TR Financial Services 20,061.0 $318K 0.03% NEW $15.83 +2.0%
58 AMAT APPLIED MATLS INC Technology 919.0 $314K 0.03% NEW $341.79 +24.9%
59 MP MP MATERIALS CORP Basic Materials 6,465.0 $312K 0.03% NEW $48.26 +13.8%
60 TBT PROSHARES TR 8,575.0 $301K 0.03% NEW $35.14 +6.0%
Page 3 of 5  ·  84 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%