Fund manager · 13F holdings
Synergy Asset Management, LLC
CIK 1699080
Q2 2026$1.06B
274 positions · Filed Jul 22, 2026 · Current
Q1 2026$941.70M
252 positions · Filed May 13, 2026
Q4 2025$961.55M
227 positions · Filed Jan 13, 2026
Q3 2025$2.76B
251 positions · Filed Oct 21, 2025
Q2 2025$874.28M
185 positions · Filed Jul 21, 2025
Q1 2025$793.09M
171 positions · Filed Apr 22, 2025
Q4 2024$1.29B
877 positions · Filed Jan 23, 2025
Q3 2024$657.44M
140 positions · Filed Oct 15, 2024
Q2 2024$638.64M
140 positions · Filed Aug 5, 2024
Q1 2024$588.78M
128 positions · Filed Apr 18, 2024
Q4 2023$558.34M
139 positions · Filed Jan 19, 2024
Q3 2023 is outside the free window
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