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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 2 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 34,729.0 $14.6M 1.38% +4K +13.3% $420.60 -13.7%
22 MUX MCEWEN INC. Basic Materials 803,122.0 $14.6M 1.37% +193K +31.6% $18.13 +14.6%
23 FANG DIAMONDBACK ENERGY INC Energy 70,267.0 $12.4M 1.17% +69K +5697.6% $175.78 +19.9%
24 CSCO CISCO SYS INC Technology 94,153.0 $11.1M 1.04% -10K -9.9% $117.46 -5.5%
25 KO COCA COLA CO Consumer Defensive 134,168.0 $10.9M 1.03% -7K -5.2% $81.27 +12.1%
26 QQQ INVESCO QQQ TR Financial Services 13,919.0 $10.2M 0.97% +11K +379.3% $736.40 -3.1%
27 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 9,789.0 $9.2M 0.86% -10K -49.4% $935.47 +1.3%
28 IJR ISHARES TR 54,392.0 $8.1M 0.76% +36K +195.6% $148.31 -0.7%
29 BERKSHIRE HATHAWAY INC DEL 13,686.0 $6.8M 0.65% +687.0 +5.3% $500.39
30 JPM JPMORGAN CHASE & CO Financial Services 20,798.0 $6.8M 0.64% +1K +6.1% $327.33 +7.4%
31 ETN EATON CORP PLC Industrials 15,439.0 $6.6M 0.62% $426.12 -1.6%
32 LLY ELI LILLY & CO Healthcare 5,265.0 $6.3M 0.59% -351.0 -6.2% $1199.43 +4.7%
33 VICI VICI PPTYS INC Real Estate 235,352.0 $6.2M 0.59% +22K +10.5% $26.55 -0.2%
34 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 8,398.0 $5.9M 0.56% NEW $703.34 -0.5%
35 AGG ISHARES TR 56,505.0 $5.6M 0.53% +880.0 +1.6% $98.98 -1.6%
36 BSX BOSTON SCIENTIFIC CORP Healthcare 129,318.0 $5.5M 0.52% +24K +22.6% $42.68 +18.0%
37 WFC WELLS FARGO & CO Financial Services 66,211.0 $5.5M 0.52% +2K +3.0% $82.64 +1.5%
38 FAUG FIRST TR EXCHNG TRADED FD VI 89,954.0 $5.1M 0.48% -47K -34.3% $56.51 +1.8%
39 SPMO INVESCO EXCH TRADED FD TR II 31,245.0 $5.0M 0.48% +27K +686.8% $161.54 -7.9%
40 AMCOR PLC 116,387.0 $5.0M 0.48% -12K -9.5% $43.35
Page 2 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%