Synergy Asset Management
$1.1B 13F equity value
350 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Synergy Asset Management covers the quarter ended September 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 | 168,869 | $87M | 8.0% |
| NVDA | NVIDIA CORPORATION | 299,243 | $68M | 6.3% |
| AAPL | APPLE INC | 175,559 | $58M | 5.4% |
| GOOGL | ALPHABET INC | 147,351 | $51M | 4.7% |
| AMZN | AMAZON COM INC | 169,027 | $42M | 3.9% |
| SGOV | ISHARES TR | 387,224 | $39M | 3.6% |
| META | META PLATFORMS INC | 46,207 | $34M | 3.1% |
| BIL | SPDR SERIES TRUST | 365,599 | $34M | 3.1% |
| V | VISA INC | 92,455 | $33M | 3.1% |
| ABBV | ABBVIE INC | 112,778 | $30M | 2.7% |
Track Synergy Asset Management's 13F portfolio: $1.1B in reported holdings, 350 positions. Top holdings and quarterly changes on SentiSense.
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