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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 7 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BUXX EA SERIES TRUST 48,660.0 $985K 0.09% NEW $20.24 +0.0%
122 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 51,807.0 $978K 0.09% -2K -3.6% $18.87 +21.0%
123 PICK ISHARES INC 16,394.0 $953K 0.09% +3K +25.8% $58.15 +13.0%
124 PEP PEPSICO INC Consumer Defensive 6,937.0 $939K 0.09% $135.40 +6.0%
125 FJAN FIRST TR EXCHNG TRADED FD VI 16,877.0 $930K 0.09% -6K -27.0% $55.09 +2.2%
126 LDUR PIMCO ETF TR 9,567.0 $915K 0.09% NEW $95.61 -0.2%
127 MO ALTRIA GROUP INC Consumer Defensive 12,395.0 $892K 0.08% -48K -79.6% $71.95 -8.1%
128 SPACE EXPLORATION TECHN CORP 5,083.0 $868K 0.08% NEW $170.86
129 GOOG ALPHABET INC 2,449.0 $865K 0.08% +176.0 +7.7% $353.33
130 VIG VANGUARD SPECIALIZED FUNDS 3,644.0 $862K 0.08% -740.0 -16.9% $236.62 +3.1%
131 FFIV F5 INC Technology 2,023.0 $841K 0.08% +641.0 +46.4% $415.96 -7.5%
132 VWO VANGUARD INTL EQUITY INDEX F 13,955.0 $833K 0.08% -5K -25.1% $59.69 +1.3%
133 GDX VANECK ETF TRUST 10,875.0 $821K 0.08% -283.0 -2.5% $75.45 +36.3%
134 MRK MERCK & CO INC Healthcare 6,385.0 $820K 0.08% +2K +38.5% $128.50 +18.7%
135 QSPT FIRST TR EXCHNG TRADED FD VI 21,818.0 $760K 0.07% -8K -27.5% $34.84 +1.6%
136 ASML ASML HLDG NV Technology 373.0 $742K 0.07% +100.0 +36.6% $1989.44 -11.3%
137 XOM EXXON MOBIL CORP Energy 4,942.0 $676K 0.06% +32.0 +0.7% $136.72 +20.8%
138 MRVL MARVELL TECHNOLOGY INC Technology 2,117.0 $631K 0.06% NEW $297.89 -20.4%
139 FSEC FIDELITY MERRIMACK STR TR 14,101.0 $618K 0.06% NEW $43.84 -1.2%
140 PLTR PALANTIR TECHNOLOGIES INC Technology 5,232.0 $610K 0.06% +614.0 +13.3% $116.67 +54.2%
Page 7 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%