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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 3 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NFLX NETFLIX INC. Communication Services 67,425.0 $4.8M 0.45% +8K +14.0% $71.40 +11.5%
42 CENCORA INC 16,844.0 $4.8M 0.45% +939.0 +5.9% $282.98
43 ISRG INTUITIVE SURGICAL INC Healthcare 10,584.0 $4.2M 0.40% +749.0 +7.6% $397.68 -4.7%
44 AMD ADVANCED MICRO DEVICES INC Technology 7,074.0 $4.1M 0.39% -5K -43.3% $580.91 -18.5%
45 RSP INVESCO EXCHANGE TRADED FD T 19,265.0 $4.1M 0.39% NEW $212.77 +4.2%
46 USB US BANCORP Financial Services 67,422.0 $4.1M 0.38% -13K -15.8% $60.40 +2.7%
47 CVX CHEVRON CORPORATION Energy 23,727.0 $3.9M 0.37% NEW $165.76 +23.8%
48 SNY SANOFI SA Healthcare 90,688.0 $3.9M 0.36% -17K -15.5% $42.66 +7.5%
49 VLUE ISHARES TR 19,244.0 $3.8M 0.36% +16K +416.2% $199.81 +1.4%
50 SMURFIT WESTROCK PLC 82,671.0 $3.8M 0.36% -12K -12.5% $46.26
51 IEV ISHARES TR 51,938.0 $3.8M 0.36% +23K +79.2% $72.85 +4.1%
52 O REALTY INCOME CORP Real Estate 58,595.0 $3.6M 0.34% NEW $61.96 +1.0%
53 VEU VANGUARD INTL EQUITY INDEX F 41,109.0 $3.4M 0.33% +6K +16.0% $83.75 +2.3%
54 VZ VERIZON COMMUNICATIONS INC Communication Services 77,655.0 $3.3M 0.31% -10K -11.2% $42.34 +16.8%
55 FTSM FIRST TR EXCHANGE-TRADED FD 54,574.0 $3.3M 0.31% -76K -58.2% $59.73 +0.2%
56 CAT CATERPILLAR INC Industrials 2,941.0 $3.1M 0.29% -24.0 -0.8% $1064.90 -22.3%
57 RDVY FIRST TR EXCHANGE TRADED FD 37,752.0 $3.1M 0.29% NEW $81.06 +1.1%
58 UGI UGI CORP NEW Utilities 88,290.0 $3.0M 0.29% -13K -12.8% $34.54 +8.8%
59 SON SONOCO PRODS CO Consumer Cyclical 53,858.0 $3.0M 0.29% -8K -13.5% $56.35 +5.6%
60 RZG INVESCO EXCHANGE TRADED FD T 41,705.0 $3.0M 0.29% NEW $72.69 -5.5%
Page 3 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%