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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 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KMB KIMBERLY-CLARK CORP Consumer Defensive 27,514.0 $3.0M 0.28% -4K -12.4% $109.77 -0.4%
62 IQDY FLEXSHARES TR 70,048.0 $3.0M 0.28% NEW $42.73 +2.6%
63 BKH BLACK HILLS CORP Utilities 39,526.0 $2.9M 0.28% -7K -14.6% $74.40 -3.6%
64 AXS AXIS CAP HLDGS LTD Financial Services 27,321.0 $2.9M 0.28% -4K -13.5% $107.44 -8.1%
65 WEC WEC ENERGY GROUP INC Utilities 24,620.0 $2.9M 0.27% NEW $116.77 -9.2%
66 EPP ISHARES INC 51,271.0 $2.7M 0.26% +15K +39.9% $53.26 +9.0%
67 VUG VANGUARD INDEX FDS 30,634.0 $2.6M 0.25% +25K +480.3% $86.14 +1.6%
68 MTUM ISHARES TR 7,615.0 $2.6M 0.25% NEW $342.83 -11.0%
69 CWEN CLEARWAY ENERGY INC Utilities 76,149.0 $2.6M 0.24% -13K -15.1% $34.18 -4.7%
70 GE GE AEROSPACE Industrials 6,939.0 $2.6M 0.24% +5K +217.3% $373.73 -6.8%
71 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,462.0 $2.6M 0.24% -460.0 -11.7% $746.77 +2.5%
72 MDT MEDTRONIC PLC Healthcare 32,771.0 $2.6M 0.24% -2K -4.9% $78.23 +19.3%
73 WTRG ESSENTIAL UTILS INC Utilities 66,112.0 $2.5M 0.24% -15K -18.3% $38.31 +4.9%
74 FTXL FIRST TR EXCHANGE TRADED FD 8,724.0 $2.5M 0.23% NEW $284.95 -20.6%
75 FPXI FIRST TR EXCHANGE-TRADED FD 29,426.0 $2.5M 0.23% NEW $83.74 -13.6%
76 IAGG ISHARES TR 48,206.0 $2.4M 0.23% +2K +3.7% $50.60 -1.6%
77 T AT&T INC Communication Services 111,449.0 $2.3M 0.22% -19K -14.6% $20.70 +22.3%
78 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,810.0 $2.3M 0.22% +414.0 +9.4% $477.57 -12.3%
79 DFUS DIMENSIONAL ETF TRUST 27,595.0 $2.3M 0.21% +14K +98.2% $81.94 +2.1%
80 VEA VANGUARD TAX-MANAGED FDS 30,650.0 $2.2M 0.21% -8K -21.2% $71.25 +3.0%
Page 4 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%