Holdings
Synergy Asset Management, LLC
As of Jun 30, 2026, Synergy Asset Management, LLC reported 128 positions worth US$793M. Largest: Microsoft Corp., Nvidia Corporation and Abbvie Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 183K | US$68.4M | +39,727 | Jun 30, 2026 |
| Nvidia Corporation | 327K | US$65.4M | +41,894 | Jun 30, 2026 |
| Abbvie Inc. | 180K | US$45.3M | +158K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 122K | US$43.5M | +11,137 | Jun 30, 2026 |
| Amazon.com, Inc. | 174K | US$41.5M | +24,331 | Jun 30, 2026 |
| Apple Inc | 135K | US$39M | −23,573 | Jun 30, 2026 |
| Oruka Therapeutics, Inc. | 356K | US$33.9M | −120K | Jun 30, 2026 |
| Visa Inc. | 91,511 | US$31.4M | +22,580 | Jun 30, 2026 |
| Amphenol Corporation | 170K | US$29.9M | +29,533 | Jun 30, 2026 |
| Bank Of America Corporation | 512K | US$29.2M | +485K | Jun 30, 2026 |