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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 5 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BIV VANGUARD BD INDEX FDS 26,968.0 $2.1M 0.20% +5K +24.1% $76.70 -1.7%
82 HYHG PROSHARES TR 31,216.0 $2.0M 0.19% NEW $64.88 -0.4%
83 FALN ISHARES TR 72,698.0 $2.0M 0.19% NEW $27.24 -0.9%
84 PCY INVESCO EXCH TRADED FD TR II 91,316.0 $2.0M 0.19% NEW $21.65 -2.6%
85 ICVT ISHARES TR 16,200.0 $2.0M 0.19% NEW $121.74 -4.8%
86 GEV GE VERNOVA INC Utilities 1,623.0 $1.9M 0.18% +431.0 +36.2% $1174.86 -18.6%
87 PG PROCTER & GAMBLE CO Consumer Defensive 12,939.0 $1.9M 0.18% -161.0 -1.2% $146.64 -1.3%
88 INVA INNOVIVA INC Healthcare 81,077.0 $1.8M 0.17% +5K +6.2% $22.71 -7.2%
89 VOO VANGUARD INDEX FDS 2,513.0 $1.7M 0.16% +180.0 +7.7% $686.81 +2.5%
90 WDC WESTERN DIGITAL CORP Technology 2,702.0 $1.7M 0.16% NEW $638.72 -28.1%
91 GL GLOBE LIFE INC Financial Services 9,550.0 $1.7M 0.16% -2K -20.5% $178.68 -4.3%
92 HCSG HEALTHCARE SVCS GROUP INC Healthcare 66,631.0 $1.6M 0.15% -14K -17.7% $24.56 -7.3%
93 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 14,142.0 $1.6M 0.15% -4K -22.0% $111.79 -6.1%
94 BGC BGC GROUP INC Financial Services 147,656.0 $1.6M 0.15% -35K -19.0% $10.69 +10.9%
95 ASTS AST SPACEMOBILE INC Technology 17,529.0 $1.6M 0.15% NEW $88.86 -22.7%
96 LHX L3HARRIS TECHNOLOGIES INC Industrials 5,359.0 $1.6M 0.15% +834.0 +18.4% $290.59 -8.2%
97 LMBS FIRST TR EXCHANGE-TRADED FD 28,369.0 $1.4M 0.13% +6K +28.6% $49.78 -0.5%
98 LNG CHENIERE ENERGY INC Energy 5,895.0 $1.4M 0.13% -1K -15.1% $239.01 +16.1%
99 FJUL FIRST TR EXCHNG TRADED FD VI 23,313.0 $1.4M 0.13% -4K -14.7% $59.54 +2.6%
100 PCG PG&E CORP Utilities 82,425.0 $1.4M 0.13% -10K -10.9% $16.82 +4.6%
Page 5 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%