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Portfolio (Quarterly) Guide ↗

Synergy Asset Management, LLC

· CIK 0001699080
13F Portfolio $962M AUM 227 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 227 New
Page 10 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NTST NETSTREIT CORP Real Estate 16,850.0 $297K 0.03% NEW $17.64 +16.9%
182 IYW ISHARES TR 1,488.0 $297K 0.03% NEW $199.68 +20.2%
183 HODL VANECK BITCOIN ETF 12,004.0 $297K 0.03% NEW $24.73 -11.2%
184 TECK TECK RESOURCES LTD Basic Materials 6,194.0 $297K 0.03% NEW $47.89 +27.8%
185 MGK VANGUARD WORLD FD 718.0 $296K 0.03% NEW $412.77 -78.5%
186 COIN COINBASE GLOBAL INC Financial Services 1,292.0 $292K 0.03% NEW $226.14 -14.4%
187 HYGH ISHARES U S ETF TR 3,364.0 $290K 0.03% NEW $86.20 +0.4%
188 IWX ISHARES TR 3,145.0 $289K 0.03% NEW $91.86 +11.5%
189 PCAR PACCAR INC Industrials 2,622.0 $287K 0.03% NEW $109.51 -0.2%
190 KALU KAISER ALUMINUM CORP Basic Materials 2,467.0 $283K 0.03% NEW $114.86 +47.5%
191 PFF ISHARES TR 8,980.0 $278K 0.03% NEW $30.96 +0.5%
192 UNP UNION PAC CORP Industrials 1,176.0 $272K 0.03% NEW $231.32 +14.9%
193 SCHG SCHWAB STRATEGIC TR 8,171.0 $267K 0.03% NEW $32.62 +5.2%
194 NUE NUCOR CORP Basic Materials 1,618.0 $264K 0.03% NEW $163.11 +38.8%
195 TLT ISHARES TR 3,008.0 $262K 0.03% NEW $87.16 -3.4%
196 JNK SPDR SERIES TRUST 2,689.0 $261K 0.03% NEW $97.21 -1.0%
197 TLH ISHARES TR 2,566.0 $261K 0.03% NEW $101.67 -3.3%
198 STLD STEEL DYNAMICS INC Basic Materials 1,535.0 $260K 0.03% NEW $169.45 +34.7%
199 VOT VANGUARD INDEX FDS 921.0 $257K 0.03% NEW $279.14 +3.5%
200 MRVL MARVELL TECHNOLOGY INC Technology 3,001.0 $255K 0.03% NEW $84.98 +124.4%
Page 10 of 12  ·  227 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 36.4%
Financial Services 15.1%
Consumer Cyclical 11.4%
Healthcare 10.8%
Communication Services 10.6%
Consumer Defensive 6.9%
Basic Materials 3.0%
Utilities 2.2%
Industrials 1.5%
Real Estate 1.3%