Venturi Wealth Management, LLC

Position in SNPS — Synopsys Inc

CIK 1666363 AUSTIN, TX

Position in SNPS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$592,826

+$17,138 QoQ

Shares Held

1,329

-8.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#862

of 1,443 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 39% Shared 61% None 0%

Technology · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $70,782,966 across 17 Software - Infrastructure names. SNPS ranks #8 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	125,570	$46,840,120
2	PANW	Palo Alto Networks Inc	32,855	$11,204,211
3	ORCL	Oracle Corp	26,163	$3,834,187
4	ZS	Zscaler, Inc.	16,357	$2,308,790
5	PLTR	Palantir Technologies Inc.	13,715	$1,600,129
6	TWLO	Twilio Inc	5,926	$1,222,711
7	CRWD	CrowdStrike Holdings, Inc.	15,500	$739,291
8	SNPS	Synopsys Inc This page	1,329	$592,826

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$592,826	1,329	-8.5%	Shares	Sole	2026-07-20
2026-03-31	$575,688	1,452	+5.8%	Shares	Other	2026-04-21
2025-12-31	$644,925	1,373	-4.8%	Shares	Sole	2026-01-22
2025-09-30	$711,468	1,442	0.0%	Shares	Sole	2025-10-23
2025-06-30	$739,284	1,442	-16.1%	Shares	Sole	2025-07-23
2025-03-31	$736,764	1,718	-0.3%	Shares	Sole	2025-05-06
2024-12-31	$836,275	1,723	+162.7%	Shares	Sole	2025-01-31
2024-09-30	$332,191	656	-10.4%	Shares	Sole	2024-11-04
2024-06-30	$435,583	732	+42.4%	Shares	Sole	2024-07-19
2024-03-31	$293,751	514	+613.9%	Shares	Sole	2024-04-23
2023-12-31	$37,072	72	+24.1%	Shares	Sole	2024-01-23
2023-09-30	$26,619	58	+16.0%	Shares	Sole	2023-11-02
2023-03-31	$19,312	50	—	Shares	Sole	2023-05-02
No filing history on record for this holder in this stock.