Synergy Financial Group, LTD
Synergy Financial Group, LTD reported 119 holdings worth US$139M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Synergy Financial Group, LTD reported 119 holdings worth US$139M as of Jun 30, 2026. Largest: Nvidia Corporation, Amazon.com, Inc. and Alphabet Inc (google) Class C. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 119
- Value as reported
- US$139M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 57,256 | US$11.5M | 8.2% |
| Amazon.com, Inc. | 40,112 | US$9.56M | 6.9% |
| Alphabet Inc (google) Class C | 23,974 | US$8.57M | 6.2% |
| Microsoft Corp. | 21,205 | US$7.91M | 5.7% |
| Apple Inc | 22,973 | US$6.65M | 4.8% |
| Shopify Inc. | 50,860 | US$5.81M | 4.2% |
| Meta Platforms, Inc. | 6,960 | US$3.92M | 2.8% |
| Arista Networks, Inc. | 21,611 | US$3.67M | 2.6% |
| Tesla, Inc. | 8,666 | US$3.64M | 2.6% |
| Crowdstrike Holdings, Inc. | 3,740 | US$2.85M | 2.1% |
| Mercadolibre, Inc. | 1,526 | US$2.59M | 1.9% |
| Netflix, Inc. | 34,643 | US$2.47M | 1.8% |
| Advanced Micro Devices Inc | 3,794 | US$2.2M | 1.6% |
| Broadcom Inc. | 5,034 | US$1.9M | 1.4% |
| Mastercard Incorporated | 3,379 | US$1.74M | 1.2% |
| Micron Technology, Inc. | 1,368 | US$1.58M | 1.1% |
| Datadog, Inc. | 5,963 | US$1.55M | 1.1% |
| The Trade Desk, Inc. | 68,659 | US$1.24M | 0.89% |
| Asml Holding Nv | 588 | US$1.17M | 0.84% |
| Chipotle Mexican Grill, Inc. | 31,735 | US$1.08M | 0.78% |
| Airbnb, Inc. | 6,769 | US$969K | 0.70% |
| Walt Disney Company (the) | 9,758 | US$939K | 0.68% |
| Costco Wholesale Corporation | 1,000 | US$935K | 0.67% |
| Okta, Inc. | 5,969 | US$814K | 0.59% |
| Zscaler Inc | 5,544 | US$783K | 0.56% |
| Starbucks Corporation | 7,546 | US$771K | 0.55% |
| Cloudflare, Inc. | 3,102 | US$761K | 0.55% |
| Snowflake Inc. | 2,911 | US$741K | 0.53% |
| Berkshire Hathaway Inc. | 1,457 | US$729K | 0.52% |
| Kinsale Capital Group, Inc. | 2,106 | US$695K | 0.50% |
| Axon Enterprise, Inc. | 1,142 | US$640K | 0.46% |
| Lemonade, Inc. | 9,717 | US$632K | 0.45% |
| Servicenow, Inc. | 6,358 | US$631K | 0.45% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,270 | US$607K | 0.44% |
| Interactive Brokers Group, Inc. | 6,779 | US$590K | 0.42% |
| Lam Research Corporation | 1,190 | US$516K | 0.37% |
| Zoom Communications, Inc. | 5,917 | US$511K | 0.37% |
| Electronic Arts Inc. | 2,370 | US$486K | 0.35% |
| Uber Technologies, Inc. | 6,671 | US$481K | 0.35% |
| Jp Morgan Chase & Co. | 1,457 | US$477K | 0.34% |
| Nextera Energy, Inc. | 5,101 | US$448K | 0.32% |
| Paycom Software, Inc. | 3,384 | US$425K | 0.31% |
| Walker & Dunlop, Inc | 7,476 | US$409K | 0.29% |
| Waste Management, Inc. | 1,779 | US$397K | 0.29% |
| Unitedhealth Group Incorporated | 887 | US$369K | 0.27% |
| Kinder Morgan, Inc. | 11,391 | US$364K | 0.26% |
| Walmart Inc. | 3,214 | US$364K | 0.26% |
| Prologis, Inc. | 2,499 | US$339K | 0.24% |
| Eli Lilly And Company | 282 | US$338K | 0.24% |
| Chevron Corporation | 2,037 | US$338K | 0.24% |
| Roku, Inc. | 2,408 | US$333K | 0.24% |
| Palo Alto Networks, Inc. | 966 | US$329K | 0.24% |
| Visa Inc. | 904 | US$310K | 0.22% |
| Salesforce, Inc. | 1,910 | US$299K | 0.22% |
| Capital One Financial Corporation | 1,484 | US$298K | 0.21% |
| Paypal Holdings, Inc. | 6,809 | US$294K | 0.21% |
| Booking Holdings Inc. Common Stock | 1,617 | US$288K | 0.21% |
| Unity Software Inc. | 9,545 | US$273K | 0.20% |
| Synopsys, Inc. | 602 | US$269K | 0.19% |
| Simon Property Group, Inc. | 1,169 | US$261K | 0.19% |
| Adobe Inc. | 1,269 | US$260K | 0.19% |
| Upwork Inc. | 28,831 | US$241K | 0.17% |
| Take-two Interactive Software, Inc. | 959 | US$240K | 0.17% |
| Wheaton Precious Metals Corp | 2,129 | US$239K | 0.17% |
| Bank Of America Corporation | 4,190 | US$239K | 0.17% |
| Upstart Holdings, Inc. | 6,374 | US$226K | 0.16% |
| Everpure, Inc. | 2,741 | US$216K | 0.16% |
| New York Times Company (the) | 2,880 | US$202K | 0.15% |
| Union Pacific Corporation | 739 | US$201K | 0.14% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Eog Resources, Inc. | 0 | US$0 | 0.00% |
| Epr Properties | 0 | US$0 | 0.00% |
| Hasbro, Inc. | 0 | US$0 | 0.00% |
| Tractor Supply Company | 0 | US$0 | 0.00% |
| Ebay Inc. | 0 | US$0 | 0.00% |
| Phillips 66 | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Veeva Systems Inc. | 0 | US$0 | 0.00% |
| Docusign, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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