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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 10 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CIFR CIPHER DIGITAL INC Financial Services 16,637.0 $408K 0.04% +1K +7.2% $24.50 -35.7%
182 IYW ISHARES TR 1,604.0 $405K 0.04% -893.0 -35.8% $252.23 -2.0%
183 FIRST TR EXCHNG TRADED FD VI 15,703.0 $398K 0.04% $25.35
184 IVV ISHARES TR 527.0 $395K 0.04% +35.0 +7.1% $748.89 +2.7%
185 KLAC KLA CORP Technology 1,296.0 $391K 0.04% +779.0 +150.7% $301.71 -39.0%
186 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,745.0 $391K 0.04% +2K +22.7% $33.29 +31.2%
187 XBI SPDR SERIES TRUST 2,459.0 $389K 0.04% NEW $158.25 +4.7%
188 XLRE SELECT SECTOR SPDR TR 8,788.0 $387K 0.04% NEW $44.03 +2.4%
189 XLG INVESCO EXCHANGE TRADED FD T 6,168.0 $378K 0.04% -262.0 -4.1% $61.23 +1.4%
190 PCAR PACCAR INC Industrials 3,118.0 $375K 0.04% +388.0 +14.2% $120.12 +9.1%
191 GSLC GOLDMAN SACHS ETF TR 2,609.0 $370K 0.04% -53.0 -2.0% $141.89 +3.0%
192 DFAC DIMENSIONAL ETF TRUST 8,270.0 $367K 0.04% +60.0 +0.7% $44.36 +2.8%
193 WULF TERAWULF INC Financial Services 14,800.0 $366K 0.03% +488.0 +3.4% $24.70 -36.7%
194 VBR VANGUARD INDEX FDS 1,490.0 $362K 0.03% -575.0 -27.9% $242.99 +2.5%
195 CORZ CORE SCIENTIFIC INC NEW Technology 13,984.0 $358K 0.03% +1K +8.2% $25.59 -30.4%
196 TECK TECK RESOURCES LTD Basic Materials 5,967.0 $355K 0.03% -227.0 -3.7% $59.46 +16.4%
197 AVUS AMERICAN CENTY ETF TR 2,763.0 $354K 0.03% $128.08 +2.0%
198 XLE SELECT SECTOR SPDR TR 6,641.0 $353K 0.03% -5K -42.5% $53.11 +19.8%
199 FCVT FIRST TR EXCHANGE-TRADED FD 6,557.0 $353K 0.03% -8K -56.0% $53.77 -7.0%
200 AMLP ALPS ETF TR 6,736.0 $349K 0.03% -753.0 -10.1% $51.85 +5.6%
Page 10 of 14  ·  274 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%