Synergy Asset Management, LLC
Top Portfolio Positions
133 positions ·
$668,130,507 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
143,747 | $53,210,826 | 7.96% | |
| NVDA |
Nvidia Corp
Technology
|
285,016 | $49,706,790 | 7.44% | |
| AAPL |
Apple Inc.
Technology
|
158,322 | $40,180,540 | 6.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
108,435 | $31,181,568 | 4.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
149,626 | $31,162,607 | 4.66% | |
| AVGO |
Broadcom Inc.
Technology
|
84,004 | $26,000,078 | 3.89% | |
| META |
Meta Platforms, Inc.
Communication Services
|
43,208 | $24,720,593 | 3.70% | |
| ORKA |
Oruka Therapeutics, Inc.
Healthcare
|
476,196 | $23,357,413 | 3.50% | |
| V |
Visa Inc.
Financial Services
|
68,931 | $20,833,705 | 3.12% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
19,355 | $19,285,902 | 2.89% |
Portfolio Trend
Holdings in INGM
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,560,671 | 119,994 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,261,671 | 105,243 | Shares | Other | 2025-10-21 | |
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