Synergy Asset Management, LLC
Synergy Asset Management, LLC reported 274 positions worth $1.06B as of June 30, 2026 (13F filed July 22, 2026). Largest holding: MSFT (6.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MSFT | SH | $68.4M | 6.45% | 183,474 | — | — | |
| ▸ 2 | NVDA | SH | $65.4M | 6.17% | 326,910 | — | — | |
| ▸ 3 | ABBV | SH | $45.3M | 4.27% | 180,179 | — | — | |
| ▸ 4 | GOOGL | SH | $42.7M | 4.02% | 119,418 | — | — | |
| ▸ 5 | AMZN | SH | $41.5M | 3.91% | 173,957 | — | — | |
| ▸ 6 | AAPL | SH | $39.0M | 3.68% | 134,749 | — | — | |
| ▸ 7 | SGOV | SH | $37.8M | 3.57% | 375,603 | — | — | |
| ▸ 8 | ORKA | SH | $33.9M | 3.20% | 356,301 | — | — | |
| ▸ 9 | V | SH | $31.4M | 2.96% | 91,511 | — | — | |
| ▸ 10 | APH | SH | $29.9M | 2.82% | 169,771 | — | — |
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Frequently Asked Questions
What stocks does Synergy Asset Management, LLC hold as of Q2 2026?
Synergy Asset Management, LLC reported 274 positions worth $1.06B in its Q2 2026 13F filing. Largest positions: MSFT (6.5%), NVDA (6.2%), ABBV (4.3%), GOOGL (4.0%) and AMZN (3.9%).
What did Synergy Asset Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Synergy Asset Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.