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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 7 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JCI JOHNSON CONTROLS INTERNATION Industrials 1,632.0 $238K 0.06% NEW $146.11 -1.2%
122 VOO VANGUARD INDEX FDS 345.0 $237K 0.06% $686.01 +2.7%
123 UMC UNITED MICROELECTRONICS CORP Technology 8,657.0 $236K 0.05% NEW $27.21 -30.1%
124 RTX RTX CORPORATION Industrials 1,235.0 $234K 0.05% NEW $189.73 +11.7%
125 UNILEVER PLC 3,857.0 $232K 0.05% NEW $60.12
126 VALE VALE S A Basic Materials 15,126.0 $227K 0.05% +367.0 +2.5% $15.04 +0.8%
127 AMAT APPLIED MATLS INC Technology 314.0 $227K 0.05% NEW $723.00 -33.6%
128 KO COCA COLA CO Consumer Defensive 2,792.0 $227K 0.05% +111.0 +4.1% $81.27 +10.8%
129 VIG VANGUARD SPECIALIZED FUNDS 954.0 $226K 0.05% $236.62 +3.2%
130 TFC TRUIST FINL CORP Financial Services 4,464.0 $222K 0.05% NEW $49.82 +1.7%
131 IWM ISHARES TR 738.0 $222K 0.05% NEW $300.45 -0.5%
132 VICI VICI PPTYS INC Real Estate 8,334.0 $221K 0.05% +740.0 +9.7% $26.55 -2.1%
133 ABBV ABBVIE INC Healthcare 861.0 $217K 0.05% NEW $251.64 +4.5%
134 SAN BANCO SANTANDER S.A. Financial Services 15,533.0 $214K 0.05% +626.0 +4.2% $13.80 +6.5%
135 WDC WESTERN DIGITAL CORP Technology 331.0 $211K 0.05% NEW $638.72 -26.6%
136 WELL WELLTOWER INC Real Estate 930.0 $211K 0.05% NEW $226.97 +6.5%
137 VZ VERIZON COMMUNICATIONS INC Communication Services 4,891.0 $207K 0.05% -234.0 -4.6% $42.34 +18.5%
138 MA MASTERCARD INCORPORATED Financial Services 401.0 $206K 0.05% -100.0 -20.0% $513.60 +16.5%
139 GPC GENUINE PARTS CO Consumer Cyclical 1,734.0 $205K 0.05% NEW $117.98 +18.2%
140 CMCSA COMCAST CORP NEW Communication Services 8,226.0 $202K 0.05% -1K -11.5% $24.55 +10.8%
Page 7 of 8  ·  147 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%