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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  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWY ISHARES TR 1,619.0 $471K 0.04% -467.0 -22.4% $290.62 -1.7%
62 AMAT APPLIED MATLS INC Technology 621.0 $449K 0.04% -298.0 -32.4% $723.00 -31.9%
63 SMH VANECK ETF TRUST 647.0 $424K 0.04% -368.0 -36.3% $655.89 -14.6%
64 FDT FIRST TR EXCH TRD ALPHDX FD 4,395.0 $416K 0.04% -3K -36.3% $94.68 +0.6%
65 IYW ISHARES TR 1,604.0 $405K 0.04% -893.0 -35.8% $252.23 -2.0%
66 XLG INVESCO EXCHANGE TRADED FD T 6,168.0 $378K 0.04% -262.0 -4.1% $61.23 +1.4%
67 GSLC GOLDMAN SACHS ETF TR 2,609.0 $370K 0.04% -53.0 -2.0% $141.89 +3.0%
68 VBR VANGUARD INDEX FDS 1,490.0 $362K 0.03% -575.0 -27.9% $242.99 +2.5%
69 TECK TECK RESOURCES LTD Basic Materials 5,967.0 $355K 0.03% -227.0 -3.7% $59.46 +16.4%
70 XLE SELECT SECTOR SPDR TR 6,641.0 $353K 0.03% -5K -42.5% $53.11 +19.8%
71 FCVT FIRST TR EXCHANGE-TRADED FD 6,557.0 $353K 0.03% -8K -56.0% $53.77 -7.0%
72 AMLP ALPS ETF TR 6,736.0 $349K 0.03% -753.0 -10.1% $51.85 +5.6%
73 SCHD SCHWAB STRATEGIC TR 10,127.0 $321K 0.03% -42K -80.5% $31.71 +10.7%
74 MLI MUELLER INDS INC Industrials 2,349.0 $289K 0.03% -134K -98.3% $122.93 -48.6%
75 VTIP VANGUARD MALVERN FDS 5,629.0 $283K 0.03% -7K -56.6% $50.23 -0.9%
76 VOT VANGUARD INDEX FDS 914.0 $280K 0.03% -7.0 -0.8% $306.30 -0.3%
77 JBL JABIL INC Technology 714.0 $275K 0.03% -2K -76.3% $385.48 -18.7%
78 BNDX VANGUARD CHARLOTTE FDS 5,339.0 $259K 0.02% -8K -59.6% $48.43 -1.6%
79 IWX ISHARES TR 2,285.0 $240K 0.02% -814.0 -26.3% $105.16 +6.8%
80 NET CLOUDFLARE INC Technology 960.0 $235K 0.02% -23.0 -2.3% $245.28 +19.5%
Page 4 of 5  ·  85 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 35.8%
Financial Services 13.6%
Healthcare 13.3%
Communication Services 10.2%
Industrials 7.6%
Consumer Cyclical 7.4%
Consumer Defensive 3.5%
Energy 2.7%
Basic Materials 2.3%
Utilities 2.2%