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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 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RDVI FIRST TR EXCHANGE-TRADED FD 8,588.0 $252K 0.02% NEW $29.40 -0.8%
62 QQQI NEOS ETF TRUST 4,421.0 $251K 0.02% NEW $56.79 -4.8%
63 TREKOR METALS LTD 35,626.0 $245K 0.02% NEW $6.88
64 TT TRANE TECHNOLOGIES PLC Industrials 474.0 $233K 0.02% NEW $491.16 -7.1%
65 PROSHARES TR 4,949.0 $232K 0.02% NEW $46.96
66 CSTM CONSTELLIUM SE Basic Materials 7,262.0 $231K 0.02% NEW $31.87 -15.0%
67 SSRM SSR MINING IN Basic Materials 8,133.0 $230K 0.02% NEW $28.28 +32.0%
68 QQQM INVESCO EXCH TRADED FD TR II 748.0 $227K 0.02% NEW $302.97 -3.4%
69 WT WISDOMTREE INC Financial Services 13,236.0 $224K 0.02% NEW $16.94 +37.2%
70 XLP SELECT SECTOR SPDR TR 2,697.0 $224K 0.02% NEW $83.07 +3.2%
71 HBM HUDBAY MINERALS INC Basic Materials 9,392.0 $222K 0.02% NEW $23.61 +25.3%
72 USRT ISHARES TR 3,334.0 $222K 0.02% NEW $66.45 +0.9%
73 MAR MARRIOTT INTL INC NEW Consumer Cyclical 593.0 $220K 0.02% NEW $370.59 -3.9%
74 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 6,998.0 $215K 0.02% NEW $30.71 +28.2%
75 USAR USA RARE EARTH INC Basic Materials 9,803.0 $212K 0.02% NEW $21.58 -13.4%
76 GS GOLDMAN SACHS GROUP INC Financial Services 209.0 $211K 0.02% NEW $1011.37 +1.0%
77 APLD APPLIED DIGITAL CORP Technology 5,656.0 $211K 0.02% NEW $37.30 -26.1%
78 HCOW AMPLIFY ETF TR 8,763.0 $207K 0.02% NEW $23.65 +10.8%
79 AVLV AMERICAN CENTY ETF TR 2,270.0 $207K 0.02% NEW $91.21 +3.6%
80 HWC HANCOCK WHITNEY CORPORATION Financial Services 2,756.0 $206K 0.02% NEW $74.72 +1.0%
Page 4 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%