Synergy Asset Management, LLC - Q22026 Holdings

Synergy Asset Management, LLC holds 274 stocks with a total portfolio value of $ 1.06B as of Q22026. In Q22026, Synergy Asset Management, LLC added 87 new positions, increased stakes in 92 stocks, reduced 87 holdings, and fully exited 65 positions. The largest holding is Microsoft Corp (MSFT), representing 6.45% of the total portfolio.