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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 11 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IVV ISHARES TR 492.0 $321K 0.03% -25.0 -4.8% $653.21 +12.9%
202 TECK TECK RESOURCES LTD Basic Materials 6,194.0 $321K 0.03% $51.75 +14.7%
203 DFAC DIMENSIONAL ETF TRUST 8,210.0 $319K 0.03% $38.86 +9.8%
204 ETHA ISHARES ETHEREUM TR Financial Services 20,061.0 $318K 0.03% NEW $15.83 +0.6%
205 PCAR PACCAR INC Industrials 2,730.0 $315K 0.03% +108.0 +4.1% $115.50 -5.3%
206 AMAT APPLIED MATLS INC Technology 919.0 $314K 0.03% NEW $341.79 +19.1%
207 MP MP MATERIALS CORP Basic Materials 6,465.0 $312K 0.03% NEW $48.26 +17.4%
208 FLRN SPDR SERIES TRUST 10,000.0 $308K 0.03% $30.78 +0.1%
209 AVUS AMERICAN CENTY ETF TR 2,763.0 $307K 0.03% $111.18 +11.1%
210 TBT PROSHARES TR 8,575.0 $301K 0.03% NEW $35.14 +8.4%
211 MMM 3M CO Industrials 2,020.0 $293K 0.03% $145.23 +5.0%
212 IWX ISHARES TR 3,099.0 $287K 0.03% -46.0 -1.5% $92.67 +9.4%
213 ICSH ISHARES TR 5,411.0 $274K 0.03% NEW $50.62 -0.2%
214 VCIT VANGUARD SCOTTSDALE FDS 3,295.0 $273K 0.03% NEW $82.75 -1.5%
215 BND VANGUARD BD INDEX FDS 3,636.0 $268K 0.03% +903.0 +33.0% $73.64 -1.6%
216 EFV ISHARES TR 3,601.0 $268K 0.03% -36K -91.0% $74.35 +4.5%
217 XLB SELECT SECTOR SPDR TR 5,344.0 $267K 0.03% NEW $49.97 -1.9%
218 DBC INVESCO DB COMMDY INDX TRCK Financial Services 9,204.0 $266K 0.03% NEW $28.95 +9.2%
219 QCOM QUALCOMM INC Technology 2,049.0 $264K 0.03% +296.0 +16.9% $128.78 +51.9%
220 TAN INVESCO EXCH TRADED FD TR II 4,680.0 $261K 0.03% NEW $55.71 +9.4%
Page 11 of 13  ·  252 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%