SYNERGY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MUX | 732K | $13.55M |
 | CFG | 579K | $33.83M |
 | ORKA | 459K | $13.91M |
 | KO | 420K | $29.38M |
 | AMCR | 385K | $3.21M |
 | NVDA | 348K | $64.83M |
 | BSX | 248K | $23.66M |
 | BROS | 223K | $13.66M |
 | AXS | 209K | $22.37M |
 | CALX | 189K | $10.02M |
 | AAPL | 184K | $50.11M |
 | MSFT | 172K | $83.04M |
 | BGC | 151K | $1.35M |
 | AMZN | 146K | $33.81M |
 | VICI | 137K | $3.85M |
 | T | 130K | $3.23M |
 | USB | 130K | $6.92M |
 | INGM | 120K | $2.56M |
 | GOOGL | 110K | $34.36M |
 | ABBV | 101K | $23.00M |
McEwen Mining Inc.
MUX
Shares Held
732K
Value
$13.55M
Citizens Financial Group, Inc.
CFG
Shares Held
579K
Value
$33.83M
Oruka Therapeutics, Inc.
ORKA
Shares Held
459K
Value
$13.91M
The Coca-Cola Company
KO
Shares Held
420K
Value
$29.38M
Amcor plc
AMCR
Shares Held
385K
Value
$3.21M
NVIDIA Corporation
NVDA
Shares Held
348K
Value
$64.83M
Boston Scientific Corporation
BSX
Shares Held
248K
Value
$23.66M
Dutch Bros Inc.
BROS
Shares Held
223K
Value
$13.66M
AXIS Capital Holdings Limited
AXS
Shares Held
209K
Value
$22.37M
Calix, Inc.
CALX
Shares Held
189K
Value
$10.02M
Apple Inc.
AAPL
Shares Held
184K
Value
$50.11M
Microsoft Corporation
MSFT
Shares Held
172K
Value
$83.04M
BGC Group, Inc
BGC
Shares Held
151K
Value
$1.35M
Amazon.com, Inc.
AMZN
Shares Held
146K
Value
$33.81M
VICI Properties Inc.
VICI
Shares Held
137K
Value
$3.85M
AT&T Inc.
T
Shares Held
130K
Value
$3.23M
U.S. Bancorp
USB
Shares Held
130K
Value
$6.92M
Ingram Micro Holding Corporation
INGM
Shares Held
120K
Value
$2.56M
Alphabet Inc.
GOOGL
Shares Held
110K
Value
$34.36M
AbbVie Inc.
ABBV
Shares Held
101K
Value
$23.00M