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Portfolio (Quarterly) Guide ↗

Synergy Asset Management, LLC

· CIK 0001699080
13F Portfolio $942M AUM 252 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 84 New 88 Added 64 Reduced 59 Exited
Page 4 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ICSH ISHARES TR 5,411.0 $274K 0.03% NEW $50.62 -0.2%
62 VCIT VANGUARD SCOTTSDALE FDS 3,295.0 $273K 0.03% NEW $82.75 -0.9%
63 XLB SELECT SECTOR SPDR TR 5,344.0 $267K 0.03% NEW $49.97 -0.9%
64 DBC INVESCO DB COMMDY INDX TRCK Financial Services 9,204.0 $266K 0.03% NEW $28.95 +6.3%
65 TAN INVESCO EXCH TRADED FD TR II 4,680.0 $261K 0.03% NEW $55.71 +12.2%
66 BCI ABRDN ETFS 10,191.0 $248K 0.03% NEW $24.29 +3.8%
67 FANG DIAMONDBACK ENERGY INC Energy 1,212.0 $240K 0.03% NEW $197.79 +3.4%
68 SPYI NEOS ETF TRUST 4,686.0 $231K 0.03% NEW $49.37 +7.4%
69 OXY OCCIDENTAL PETE CORP Energy 3,559.0 $231K 0.03% NEW $65.00 -8.6%
70 IPX IPERIONX LTD Basic Materials 8,761.0 $228K 0.02% NEW $26.04 +32.6%
71 SHV ISHARES TR 2,029.0 $224K 0.02% NEW $110.39 -0.1%
72 AVUV AMERICAN CENTY ETF TR 2,024.0 $224K 0.02% NEW $110.47 +7.6%
73 STRATEGY INC 3,089.0 $218K 0.02% NEW $70.70
74 CRCL CIRCLE INTERNET GROUP INC Financial Services 2,215.0 $211K 0.02% NEW $95.41 +17.7%
75 XLI SELECT SECTOR SPDR TR 1,280.0 $207K 0.02% NEW $161.73 +5.7%
76 WULF TERAWULF INC Financial Services 14,312.0 $207K 0.02% NEW $14.43 +50.5%
77 ETORO GROUP LTD 6,816.0 $205K 0.02% NEW $30.03
78 EFA ISHARES TR 2,094.0 $203K 0.02% NEW $97.13 +6.4%
79 NET CLOUDFLARE INC Technology 983.0 $203K 0.02% NEW $206.34 +0.0%
80 CIFR CIPHER DIGITAL INC Financial Services 15,523.0 $200K 0.02% NEW $12.87 +53.1%
Page 4 of 5  ·  84 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 39.3%
Healthcare 12.0%
Communication Services 11.3%
Financial Services 10.2%
Consumer Cyclical 7.4%
Consumer Defensive 6.5%
Industrials 4.5%
Utilities 3.4%
Basic Materials 3.0%
Energy 1.3%