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Portfolio (Quarterly) Guide ↗

Intergy Private Wealth, LLC

· CIK 0001911342
13F Portfolio $433M AUM 147 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 67 Added 28 Reduced 5 Exited
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CB CHUBB LIMITED Financial Services 760.0 $259K 0.06% +114.0 +17.6% $340.74 -0.5%
62 WMT WALMART INC Consumer Defensive 2,243.0 $254K 0.06% +112.0 +5.3% $113.28 -9.2%
63 VALE VALE S A Basic Materials 15,126.0 $227K 0.05% +367.0 +2.5% $15.04 +1.2%
64 KO COCA COLA CO Consumer Defensive 2,792.0 $227K 0.05% +111.0 +4.1% $81.27 +10.6%
65 VICI VICI PPTYS INC Real Estate 8,334.0 $221K 0.05% +740.0 +9.7% $26.55 -2.4%
66 SAN BANCO SANTANDER S.A. Financial Services 15,533.0 $214K 0.05% +626.0 +4.2% $13.80 +5.4%
67 BBDO BANCO BRADESCO S A Financial Services 14,068.0 $42K 0.01% +148.0 +1.1% $3.00 +2.5%
Page 4 of 4  ·  67 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
Financial Services 76.1%
Technology 12.4%
Consumer Cyclical 2.7%
Healthcare 2.6%
Communication Services 2.0%
Consumer Defensive 1.2%
Industrials 1.0%
Utilities 0.9%
Real Estate 0.6%
Basic Materials 0.3%