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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 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VRIG INVESCO ACTIVELY MANAGED EXC 114,883.0 $2.9M 0.30% NEW $25.04 +0.0%
62 STIP ISHARES TR 27,747.0 $2.9M 0.30% NEW $103.43 -0.0%
63 VEU VANGUARD INTL EQUITY INDEX F 35,438.0 $2.7M 0.28% +7K +24.3% $75.10 +7.5%
64 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,922.0 $2.6M 0.27% -16K -80.2% $650.34 +12.8%
65 UGA UNITED STS GASOLINE FD LP Financial Services 24,596.0 $2.5M 0.27% NEW $103.34 +19.0%
66 AMD ADVANCED MICRO DEVICES INC Technology 12,475.0 $2.5M 0.27% +10K +354.5% $203.43 +103.5%
67 VEA VANGUARD TAX-MANAGED FDS 38,903.0 $2.5M 0.27% +4K +11.4% $64.08 +7.7%
68 IAGG ISHARES TR 46,473.0 $2.3M 0.25% +6K +15.4% $50.04 -0.7%
69 VUG VANGUARD INDEX FDS 5,279.0 $2.3M 0.24% +768.0 +17.0% $436.79 -80.2%
70 USO UNITED STS OIL FD LP Financial Services 18,047.0 $2.3M 0.24% NEW $127.25 +17.3%
71 IJR ISHARES TR 18,403.0 $2.3M 0.24% +14K +310.5% $124.31 +7.1%
72 CAT CATERPILLAR INC Industrials 2,965.0 $2.1M 0.22% -28.0 -0.9% $708.46 +21.4%
73 OVV OVINTIV INC Energy 34,085.0 $2.0M 0.21% NEW $59.36 +1.1%
74 COP CONOCOPHILLIPS Energy 15,101.0 $2.0M 0.21% NEW $132.00 -5.7%
75 IEV ISHARES TR 28,982.0 $2.0M 0.21% NEW $67.94 +4.7%
76 LNG CHENIERE ENERGY INC Energy 6,939.0 $2.0M 0.21% NEW $283.76 -12.7%
77 EPP ISHARES INC 36,645.0 $1.9M 0.21% NEW $53.14 +2.9%
78 PG PROCTER & GAMBLE CO Consumer Defensive 13,100.0 $1.9M 0.20% -306.0 -2.3% $144.44 -1.4%
79 BGC BGC GROUP INC Financial Services 182,282.0 $1.8M 0.19% +31K +20.6% $9.78 +15.6%
80 INVA INNOVIVA INC Healthcare 76,340.0 $1.8M 0.19% +2K +2.7% $23.30 -6.4%
Page 4 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%