Synergy Asset Management, LLC - Q42025 Holdings

Synergy Asset Management, LLC holds 227 stocks with a total portfolio value of $ 961.55M as of Q42025. In Q42025, Synergy Asset Management, LLC added 63 new positions, increased stakes in 24 stocks, reduced 138 holdings, and fully exited 87 positions. The largest holding is Microsoft Corp (MSFT), representing 8.64% of the total portfolio.