Portfolio (Quarterly) Guide ↗

Intergy Private Wealth, LLC

· CIK 0001911342

13F Portfolio $341M AUM 123 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 10 New 69 Added 26 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	CADENCE BANK	—	14,213	$609K	0.18%	SOLD
2	TMO	THERMO FISHER SCIENTIFIC INC	Healthcare	354	$205K	0.06%	SOLD
3	QCOM	QUALCOMM INC	Technology	1,174	$201K	0.06%	SOLD

Sector Allocation

Financial Services 76.9%

Technology 10.1%

Communication Services 3.6%

Consumer Cyclical 2.7%

Healthcare 2.5%

Consumer Defensive 1.3%

Industrials 0.7%

Energy 0.7%

Utilities 0.6%

Real Estate 0.5%