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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 11 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CEG CONSTELLATION ENERGY CORP Utilities 715.0 $253K 0.03% NEW $353.27 -19.1%
202 MUB ISHARES TR 2,341.0 $251K 0.03% NEW $107.11 -1.0%
203 SCHV SCHWAB STRATEGIC TR 8,261.0 $245K 0.03% NEW $29.61 +11.4%
204 MA MASTERCARD INCORPORATED Financial Services 421.0 $240K 0.03% NEW $570.88 -12.5%
205 ANET ARISTA NETWORKS INC Technology 1,777.0 $233K 0.02% NEW $131.03 +13.4%
206 VBR VANGUARD INDEX FDS 1,091.0 $231K 0.02% NEW $211.79 +9.0%
207 IWS ISHARES TR 1,590.0 $224K 0.02% NEW $141.05 +11.7%
208 IVW ISHARES TR 1,806.0 $223K 0.02% NEW $123.26 +10.8%
209 IJT ISHARES TR 1,571.0 $222K 0.02% NEW $141.16 +13.8%
210 IWO ISHARES TR 685.0 $221K 0.02% NEW $323.01 +13.9%
211 IYH ISHARES TR 3,305.0 $215K 0.02% NEW $65.10 -4.3%
212 YUM YUM BRANDS INC Consumer Cyclical 1,400.0 $212K 0.02% NEW $151.28 +0.9%
213 CRWD CROWDSTRIKE HLDGS INC Technology 448.0 $210K 0.02% NEW $468.76 +38.3%
214 BUFQ FIRST TR EXCHNG TRADED FD VI 5,853.0 $210K 0.02% NEW $35.84 +8.7%
215 QQH NORTHERN LTS FD TR III 2,697.0 $209K 0.02% NEW $77.36 +9.2%
216 UPS UNITED PARCEL SERVICE INC Industrials 2,099.0 $208K 0.02% NEW $99.19 -0.3%
217 CVX CHEVRON CORP NEW Energy 1,361.0 $207K 0.02% NEW $152.41 +25.3%
218 IYZ ISHARES TR 6,043.0 $205K 0.02% NEW $33.90 +30.4%
219 GILD GILEAD SCIENCES INC Healthcare 1,661.0 $204K 0.02% NEW $122.74 +6.3%
220 IEFA ISHARES TR 2,271.0 $203K 0.02% NEW $89.46 +8.8%
Page 11 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%