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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 7 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XOM EXXON MOBIL CORP Energy 4,910.0 $833K 0.09% -29K -85.6% $169.66 -7.9%
122 PSQ PROSHARES TR 25,060.0 $807K 0.09% NEW $32.19 -18.9%
123 JBL JABIL INC Technology 3,015.0 $801K 0.09% NEW $265.63 +34.2%
124 VTV VANGUARD INDEX FDS 3,937.0 $772K 0.08% +2K +131.2% $196.20 +6.5%
125 NEE NEXTERA ENERGY INC Utilities 8,284.0 $769K 0.08% +561.0 +7.3% $92.88 -3.4%
126 KLAC KLA CORP Technology 517.0 $761K 0.08% NEW $1472.41 +25.1%
127 PICK ISHARES INC 13,028.0 $737K 0.08% +903.0 +7.5% $56.59 +12.2%
128 XLE SELECT SECTOR SPDR TR 11,554.0 $708K 0.07% NEW $61.26 -3.5%
129 OR OR ROYALTIES INC. Basic Materials 18,330.0 $697K 0.07% +713.0 +4.0% $38.02 -6.4%
130 XME SPDR SERIES TRUST 6,426.0 $694K 0.07% -20K -75.8% $108.01 +6.8%
131 MPC MARATHON PETE CORP Energy 2,815.0 $687K 0.07% NEW $244.18 +1.7%
132 IYZ ISHARES TR 17,365.0 $683K 0.07% +11K +187.4% $39.32 +12.4%
133 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,345.0 $680K 0.07% +657.0 +24.4% $203.18 +8.3%
134 PLTR PALANTIR TECHNOLOGIES INC Technology 4,618.0 $676K 0.07% -4K -48.5% $146.28 -6.2%
135 FCVT FIRST TR EXCHANGE-TRADED FD 14,899.0 $658K 0.07% +4K +41.6% $44.18 +17.1%
136 GOOG ALPHABET INC Communication Services 2,273.0 $652K 0.07% +562.0 +32.9% $286.86 +33.7%
137 VTIP VANGUARD MALVERN FDS 12,961.0 $647K 0.07% +3K +34.4% $49.95 +0.6%
138 QDEC FIRST TR EXCHNG TRADED FD VI 20,282.0 $638K 0.07% $31.46 +12.1%
139 BNDX VANGUARD CHARLOTTE FDS 13,224.0 $635K 0.07% +4K +43.1% $48.05 -0.1%
140 GE GE AEROSPACE Industrials 2,187.0 $621K 0.07% -184.0 -7.8% $283.77 +6.3%
Page 7 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%