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Synergy Asset Management, LLC

Q2 2026 13F filing

Updated 51 days ago

274 disclosed positions worth $1.1B

Portfolio value
$1.1B
Total holdings
274
New positions
87
Closed positions
65
Increased
92
Decreased
87
Turnover
55.5%
Filed
2026-07-22

Full holdings

Every line item disclosed in Q2 2026

M

MICROSOFT CORP

+27.6%
Value
$68.4M
Shares
183.5K
% Port
6.45%
N

NVIDIA CORPORATION

+14.7%
Value
$65.4M
Shares
326.9K
% Port
6.17%
A

ABBVIE INC

+703.9%
Value
$45.3M
Shares
180.2K
% Port
4.27%
G

ALPHABET INC

+10.1%
Value
$42.7M
Shares
119.4K
% Port
4.02%
A

AMAZON COM INC

+16.3%
Value
$41.5M
Shares
174.0K
% Port
3.91%
A

APPLE INC

-14.9%
Value
$39M
Shares
134.7K
% Port
3.68%
?
7.N/A

ISHARES TR

-2.8%
Value
$37.8M
Shares
375.6K
% Port
3.57%
?
8.N/A

ORUKA THERAPEUTICS INC

-25.2%
Value
$33.9M
Shares
356.3K
% Port
3.20%
V
9.V

VISA INC

+32.8%
Value
$31.4M
Shares
91.5K
% Port
2.96%
A
10.APH

AMPHENOL CORP

+21.1%
Value
$29.9M
Shares
169.8K
% Port
2.82%
B

BANK OF AMER CORP

+1817.6%
Value
$29.2M
Shares
511.7K
% Port
2.75%
M
12.META

META PLATFORMS INC

+18.1%
Value
$28.8M
Shares
51.0K
% Port
2.71%
M
13.MU

MICRON TECHNOLOGY INC

-10.6%
Value
$25.5M
Shares
22.1K
% Port
2.41%
A
14.ASND

ASCENDIS PHARMA A/S

Value
$24.3M
Shares
91.2K
% Port
2.29%
R
15.RTX

RTX CORPORATION

Value
$24M
Shares
126.4K
% Port
2.26%
D
16.DE

DEERE & CO

Value
$18.7M
Shares
29.5K
% Port
1.76%
A
17.AVGO

BROADCOM INC

-45.1%
Value
$17.4M
Shares
46.1K
% Port
1.64%
S

SPDR SERIES TRUST

-82.4%
Value
$16.8M
Shares
183.7K
% Port
1.59%
L
19.LRCX

LAM RESEARCH CORP

+1.2%
Value
$16.5M
Shares
38.1K
% Port
1.56%
V
20.VGES

VANGUARD INDEX FDS

+7.7%
Value
$16.1M
Shares
43.5K
% Port
1.52%
T
21.TSLA

TESLA INC

+13.3%
Value
$14.6M
Shares
34.7K
% Port
1.38%
M
22.MUX

MCEWEN INC.

+31.6%
Value
$14.6M
Shares
803.1K
% Port
1.37%
F
23.FANG

DIAMONDBACK ENERGY INC

+5697.6%
Value
$12.4M
Shares
70.3K
% Port
1.16%
C
24.CSCO

CISCO SYS INC

-9.9%
Value
$11.1M
Shares
94.2K
% Port
1.04%
K
25.KO

COCA COLA CO

-5.2%
Value
$10.9M
Shares
134.2K
% Port
1.03%
Q
26.QQQ

INVESCO QQQ TR

+379.3%
Value
$10.2M
Shares
13.9K
% Port
0.97%
C
27.COST

COSTCO WHOLESALE CORPORATION

-49.4%
Value
$9.2M
Shares
9.8K
% Port
0.86%
E
28.ETHA

ISHARES TR

+195.6%
Value
$8.1M
Shares
54.4K
% Port
0.76%
B

BERKSHIRE HATHAWAY INC DEL

+5.3%
Value
$6.8M
Shares
13.7K
% Port
0.65%
J

JPMORGAN CHASE & CO

+6.1%
Value
$6.8M
Shares
20.8K
% Port
0.64%
E
31.ETN

EATON CORP PLC

+0.0%
Value
$6.6M
Shares
15.4K
% Port
0.62%
L
32.LLY

ELI LILLY & CO

-6.3%
Value
$6.3M
Shares
5.3K
% Port
0.60%
V
33.VICI

VICI PPTYS INC

+10.5%
Value
$6.2M
Shares
235.4K
% Port
0.59%
M
34.MDY

STATE STR SPDR S&P MIDCAP 40

Value
$5.9M
Shares
8.4K
% Port
0.56%
E
35.ETHA

ISHARES TR

+1.6%
Value
$5.6M
Shares
56.5K
% Port
0.53%
B
36.BSX

BOSTON SCIENTIFIC CORP

+22.6%
Value
$5.5M
Shares
129.3K
% Port
0.52%
W

WELLS FARGO & CO

+3.0%
Value
$5.5M
Shares
66.2K
% Port
0.52%
?
38.N/A

FIRST TR EXCHNG TRADED FD VI

-34.3%
Value
$5.1M
Shares
90.0K
% Port
0.48%
?
39.N/A

INVESCO EXCH TRADED FD TR II

+686.8%
Value
$5M
Shares
31.2K
% Port
0.48%
A

AMCOR PLC

-9.5%
Value
$5M
Shares
116.4K
% Port
0.48%
N
41.NFLX

NETFLIX INC.

+14.0%
Value
$4.8M
Shares
67.4K
% Port
0.45%
C
42.COR

CENCORA INC

+5.9%
Value
$4.8M
Shares
16.8K
% Port
0.45%
I
43.ISRG

INTUITIVE SURGICAL INC

+7.6%
Value
$4.2M
Shares
10.6K
% Port
0.40%
A
44.AMD

ADVANCED MICRO DEVICES INC

-43.3%
Value
$4.1M
Shares
7.1K
% Port
0.39%
I
45.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$4.1M
Shares
19.3K
% Port
0.39%
U

US BANCORP

-15.8%
Value
$4.1M
Shares
67.4K
% Port
0.38%
C
47.CVX

CHEVRON CORPORATION

Value
$3.9M
Shares
23.7K
% Port
0.37%
S

SANOFI SA

-15.5%
Value
$3.9M
Shares
90.7K
% Port
0.36%
E
49.ETHA

ISHARES TR

+416.2%
Value
$3.8M
Shares
19.2K
% Port
0.36%
S
50.SW

SMURFIT WESTROCK PLC

-12.5%
Value
$3.8M
Shares
82.7K
% Port
0.36%