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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	2,291	$389K	0.11%	SOLD
2	NFLX	NETFLIX INC.	Communication Services	2,545	$245K	0.07%	SOLD
3	SYM	SYMBOTIC INC	Industrials	4,000	$213K	0.06%	SOLD
4	BABA	ALIBABA GROUP HLDG LTD	Consumer Cyclical	1,675	$210K	0.06%	SOLD
5	BMY	BRISTOL-MYERS SQUIBB CO	Healthcare	3,388	$205K	0.06%	SOLD

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%