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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 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLTR PALANTIR TECHNOLOGIES INC Technology 4,618.0 $676K 0.07% -4K -48.5% $146.28 -9.1%
42 GE GE AEROSPACE Industrials 2,187.0 $621K 0.07% -184.0 -7.8% $283.77 +1.5%
43 BUFS FIRST TR EXCHNG TRADED FD VI 26,086.0 $602K 0.06% -4K -14.1% $23.06 +4.6%
44 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,198.0 $550K 0.06% -56.0 -1.3% $131.01 -5.0%
45 VLUE ISHARES TR 3,728.0 $530K 0.06% -14K -78.7% $142.19 +26.8%
46 RPV INVESCO EXCHANGE TRADED FD T 4,885.0 $525K 0.06% -18K -78.6% $107.39 +3.4%
47 BOND PIMCO ETF TR 5,661.0 $522K 0.06% -167.0 -2.9% $92.28 -1.7%
48 IWY ISHARES TR 2,086.0 $519K 0.06% -195.0 -8.6% $248.84 +16.3%
49 COPX GLOBAL X FDS 6,630.0 $506K 0.05% -2K -24.1% $76.35 +4.6%
50 DFSD DIMENSIONAL ETF TRUST 8,844.0 $423K 0.04% -21K -70.5% $47.88 -0.7%
51 FFIV F5 INC Technology 1,382.0 $400K 0.04% -21.0 -1.5% $289.33 +31.0%
52 SPYM SPDR SERIES TRUST 4,903.0 $375K 0.04% -2K -33.5% $76.54 +13.1%
53 FIRST TR EXCHNG TRADED FD VI 15,703.0 $364K 0.04% -4K -21.4% $23.15
54 SHY ISHARES TR 4,140.0 $342K 0.04% -631.0 -13.2% $82.57 -0.6%
55 SBUX STARBUCKS CORP Consumer Cyclical 3,762.0 $337K 0.04% -41.0 -1.1% $89.59 +18.1%
56 GJAN FIRST TR EXCHNG TRADED FD VI 7,869.0 $330K 0.04% -422.0 -5.1% $41.91 +6.1%
57 GSEP FIRST TR EXCHNG TRADED FD VI 8,533.0 $325K 0.04% -244.0 -2.8% $38.11 +6.2%
58 IVV ISHARES TR 492.0 $321K 0.03% -25.0 -4.8% $653.21 +13.1%
59 IWX ISHARES TR 3,099.0 $287K 0.03% -46.0 -1.5% $92.67 +9.7%
60 EFV ISHARES TR 3,601.0 $268K 0.03% -36K -91.0% $74.35 +4.7%
Page 3 of 4  ·  64 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%