Synergy Asset Management, LLC: 13F holdings
CIK 16990802026Q2
| Positions | 274 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 274 (+22 vs prior quarter) |
|---|
| Reported value | $1.1bn (+12.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MSFT MICROSOFT CORP | 183,474 | $68.4m | 6.5% |
| NVDA NVIDIA CORPORATION | 326,910 | $65.4m | 6.2% |
| ABBV ABBVIE INC | 180,179 | $45.3m | 4.3% |
| GOOGL ALPHABET INC | 119,418 | $42.7m | 4.0% |
| AMZN AMAZON COM INC | 173,957 | $41.5m | 3.9% |
| AAPL APPLE INC | 134,749 | $39.0m | 3.7% |
| SGOV ISHARES TR | 375,603 | $37.8m | 3.6% |
| ORKA ORUKA THERAPEUTICS INC | 356,301 | $33.9m | 3.2% |
| V VISA INC | 91,511 | $31.4m | 3.0% |
| APH AMPHENOL CORP | 169,771 | $29.9m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1699080")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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