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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 8 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,712.0 $607K 0.06% -633.0 -18.9% $223.95 +25.4%
142 SBUX STARBUCKS CORP Consumer Cyclical 5,816.0 $594K 0.06% +2K +54.6% $102.19 +4.8%
143 XME SPDR SERIES TRUST 5,382.0 $575K 0.05% -1K -16.2% $106.93 +11.6%
144 OR OR ROYALTIES INC. Basic Materials 17,880.0 $566K 0.05% -450.0 -2.5% $31.63 +14.1%
145 BUFS FIRST TR EXCHNG TRADED FD VI 22,197.0 $557K 0.05% -4K -14.9% $25.09 +1.1%
146 WPC WP CAREY INC Real Estate 7,630.0 $546K 0.05% NEW $71.50 -0.4%
147 CDX SIMPLIFY EXCHANGE TRADED FUN 25,555.0 $540K 0.05% NEW $21.12 -2.1%
148 SPHY SPDR SERIES TRUST 22,927.0 $537K 0.05% +3K +16.4% $23.44 -0.6%
149 OAIM UNIFIED SER TR 11,212.0 $536K 0.05% NEW $47.83 +0.6%
150 BA BOEING CO Industrials 2,470.0 $535K 0.05% +806.0 +48.4% $216.47 -1.0%
151 EUHY ISHARES INC 9,887.0 $533K 0.05% +1K +15.8% $53.86 -0.7%
152 VTV VANGUARD INDEX FDS 2,438.0 $531K 0.05% -1K -38.1% $217.93 +3.9%
153 FGD FIRST TR EXCHANGE-TRADED FD 16,577.0 $530K 0.05% +2K +11.1% $31.99 +11.5%
154 HYUP DBX ETF TR 12,658.0 $527K 0.05% +2K +17.3% $41.65 -0.8%
155 JHMM JOHN HANCOCK EXCHANGE TRADED 7,010.0 $525K 0.05% +754.0 +12.1% $74.96 +1.3%
156 SAMM ADVISORS INNER CIRCLE FD III 16,248.0 $525K 0.05% NEW $32.33 +1.4%
157 NEE NEXTERA ENERGY INC Utilities 5,824.0 $511K 0.05% -2K -29.7% $87.77 -4.7%
158 IEMG ISHARES INC 6,129.0 $508K 0.05% -244.0 -3.8% $82.84 -1.5%
159 PANW PALO ALTO NETWORKS INC Technology 1,482.0 $505K 0.05% -564.0 -27.6% $341.02 +4.9%
160 FIRST TR EXCHNG TRADED FD VI 18,541.0 $491K 0.05% +286.0 +1.6% $26.49
Page 8 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%