Synergy Asset Management
$1.1B 13F equity value
338 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Synergy Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 183,474 | $68M | 6.5% |
| NVDA | NVIDIA CORPORATION | 326,910 | $65M | 6.2% |
| ABBV | ABBVIE INC | 180,179 | $45M | 4.3% |
| GOOGL | ALPHABET INC | 119,418 | $43M | 4.0% |
| AMZN | AMAZON COM INC | 173,957 | $41M | 3.9% |
| AAPL | APPLE INC | 134,749 | $39M | 3.7% |
| SGOV | ISHARES TR | 375,603 | $38M | 3.6% |
| ORKA | ORUKA THERAPEUTICS INC | 356,301 | $34M | 3.2% |
| V | VISA INC | 91,511 | $31M | 3.0% |
| APH | AMPHENOL CORP | 169,771 | $30M | 2.8% |
Track Synergy Asset Management's 13F portfolio: $1.1B in reported holdings, 338 positions. Top holdings and quarterly changes on SentiSense.
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