Stock Taper 
SYNERGY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-B | 13.69K | $6.85M |
 WisdomTree, Inc. | WT | 13.24K | $224.22K |
 The Procter & Gamble Company | PG | 12.94K | $1.9M |
 ConocoPhillips | COP | 12.41K | $1.29M |
 Altria Group, Inc. | MO | 12.39K | $891.82K |
 Galaxy Digital | GLXY | 11.13K | $304.43K |
 Encompass Health Corporation | EHC | 10.59K | $1.07M |
 Intuitive Surgical, Inc. | ISRG | 10.58K | $4.21M |
 USA Rare Earth Inc | USAR | 9.8K | $211.55K |
 Costco Wholesale Corporation | COST | 9.79K | $9.16M |
 Globe Life Inc. | GL | 9.55K | $1.71M |
 Hudbay Minerals Inc. | HBM | 9.39K | $221.75K |
 LXP Industrial Trust | LXP | 8.48K | $456.96K |
 SSR Mining Inc. | SSRM | 8.13K | $230K |
 W. P. Carey Inc. | WPC | 7.63K | $545.54K |
 nVent Electric plc | NVT | 7.61K | $1.29M |
 Emerson Electric Co. | EMR | 7.37K | $1.06M |
 T-Mobile US, Inc. | TMUS | 7.31K | $1.23M |
 Constellium SE | CSTM | 7.26K | $231.44K |
 Advanced Micro Devices, Inc. | AMD | 7.07K | $4.11M |