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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 6 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FNDE SCHWAB STRATEGIC TR 34,633.0 $1.4M 0.13% +4K +13.3% $39.68 +5.5%
102 TRV TRAVELERS COMPANIES INC Financial Services 4,103.0 $1.4M 0.13% NEW $330.12 +10.1%
103 IWM ISHARES TR 4,474.0 $1.3M 0.13% NEW $300.45 -0.2%
104 MPC MARATHON PETE CORP Energy 5,214.0 $1.3M 0.13% +2K +85.2% $255.67 +41.1%
105 BBLU EA SERIES TRUST 80,012.0 $1.3M 0.12% NEW $16.50 +5.2%
106 VLO VALERO ENERGY CORP Energy 4,990.0 $1.3M 0.12% NEW $260.44 +34.0%
107 VMC VULCAN MATLS CO Basic Materials 4,395.0 $1.3M 0.12% NEW $295.01 -6.4%
108 NVT NVENT ELEC PLC Industrials 7,614.0 $1.3M 0.12% NEW $169.61 -10.4%
109 COP CONOCOPHILLIPS Energy 12,411.0 $1.3M 0.12% -3K -17.8% $103.96 +29.7%
110 EWO ISHARES INC 29,225.0 $1.2M 0.12% NEW $42.33 +3.2%
111 TMUS T-MOBILE US INC Communication Services 7,308.0 $1.2M 0.12% -819.0 -10.1% $167.73 +9.1%
112 DFIV DIMENSIONAL ETF TRUST 22,665.0 $1.2M 0.12% NEW $54.02 +7.9%
113 QMAR FIRST TR EXCHNG TRADED FD VI 32,060.0 $1.2M 0.11% -9K -22.5% $37.23 +1.1%
114 CIEN CIENA CORP Technology 2,220.0 $1.1M 0.10% NEW $490.56 -19.3%
115 JNJ JOHNSON & JOHNSON Healthcare 4,231.0 $1.1M 0.10% -528.0 -11.1% $253.97 +6.4%
116 EHC ENCOMPASS HEALTH CORP Healthcare 10,591.0 $1.1M 0.10% -5K -34.1% $101.08 +19.0%
117 EMR EMERSON ELEC CO Industrials 7,372.0 $1.1M 0.10% $143.15 +9.8%
118 VOE VANGUARD INDEX FDS 5,291.0 $1.0M 0.10% -550.0 -9.4% $197.60 +5.6%
119 UUP INVESCO DB US DLR INDEX TR Financial Services 36,660.0 $1.0M 0.10% NEW $28.41 -1.8%
120 GLD SPDR GOLD TR Financial Services 2,799.0 $1.0M 0.10% -14K -83.7% $368.38 +14.9%
Page 6 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%