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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 12 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BLK BLACKROCK INC Financial Services 292.0 $281K 0.03% NEW $961.56 +20.3%
222 IJT ISHARES TR 1,571.0 $281K 0.03% $178.60 -2.6%
223 VOT VANGUARD INDEX FDS 914.0 $280K 0.03% -7.0 -0.8% $306.30 -0.3%
224 JBL JABIL INC Technology 714.0 $275K 0.03% -2K -76.3% $385.48 -18.7%
225 IWO ISHARES TR 689.0 $271K 0.03% +4.0 +0.6% $393.96 -1.7%
226 SPYI NEOS ETF TRUST 4,936.0 $262K 0.03% +250.0 +5.3% $53.09 +0.7%
227 BNDX VANGUARD CHARLOTTE FDS 5,339.0 $259K 0.02% -8K -59.6% $48.43 -1.6%
228 XLF SELECT SECTOR SPDR TR 4,785.0 $257K 0.02% NEW $53.61 +7.2%
229 BSV VANGUARD BD INDEX FDS 3,287.0 $256K 0.02% NEW $77.91 -0.4%
230 NEM NEWMONT CORP Basic Materials 2,738.0 $256K 0.02% NEW $93.40 +40.9%
231 HEGD LISTED FDS TR 9,496.0 $253K 0.02% NEW $26.66 +1.5%
232 RDVI FIRST TR EXCHANGE-TRADED FD 8,588.0 $252K 0.02% NEW $29.40 -0.7%
233 QQQI NEOS ETF TRUST 4,421.0 $251K 0.02% NEW $56.79 -4.5%
234 TREKOR METALS LTD 35,626.0 $245K 0.02% NEW $6.88
235 XLI SELECT SECTOR SPDR TR 1,303.0 $241K 0.02% +23.0 +1.8% $185.23 -2.7%
236 IWX ISHARES TR 2,285.0 $240K 0.02% -814.0 -26.3% $105.16 +6.8%
237 NET CLOUDFLARE INC Technology 960.0 $235K 0.02% -23.0 -2.3% $245.28 +19.5%
238 TT TRANE TECHNOLOGIES PLC Industrials 474.0 $233K 0.02% NEW $491.16 -7.7%
239 PROSHARES TR 4,949.0 $232K 0.02% NEW $46.96
240 CSTM CONSTELLIUM SE Basic Materials 7,262.0 $231K 0.02% NEW $31.87 -15.2%
Page 12 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%