SYNERGY ASSET MANAGEMENT, LLC

PrivateCIK: 1699080
Location

VANCOUVER, WA

274
Positions
$1.06B
Total AUM (reported)
9.45M
Total Shares

Allocation by class

TOTAL AUM$1.06B274 positions
COM$586.94M55.3%
CL A$61.40M5.8%
COM NEW$50.11M4.7%
CAP STK CL A$42.68M4.0%
0-3 MTH TREASURY$37.81M3.6%
COM CL A$33.17M3.1%
ORD SHS$24.56M2.3%

Portfolio Concentration

Top 316.9%4–1024.2%11–2526.5%Rest32.5%TOP 1041.0%0%100%
Top 3$179.19M16.9%
4–10$256.18M24.2%
11–25$280.78M26.5%
Rest$344.46M32.5%

Top 3 weight

16.9%

Top 10 weight

41.0%

Voting Authority Distribution

Total shares with voting rights: 9.45M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

9.45M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole274
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings274
Rows:

MICROSOFT CORP

SOLE
COM
Shares183.47K
TypeSH
Market value$68.44M
6.45%
Sole
0.00
Shared
0.00
None
183.47K

NVIDIA CORPORATION

SOLE
COM
Shares326.91K
TypeSH
Market value$65.41M
6.17%
Sole
0.00
Shared
0.00
None
326.91K

ABBVIE INC

SOLE
COM
Shares180.18K
TypeSH
Market value$45.34M
4.27%
Sole
0.00
Shared
0.00
None
180.18K

ALPHABET INC

SOLE
CAP STK CL A
Shares119.42K
TypeSH
Market value$42.68M
4.02%
Sole
0.00
Shared
0.00
None
119.42K

AMAZON COM INC

SOLE
COM
Shares173.96K
TypeSH
Market value$41.46M
3.91%
Sole
0.00
Shared
0.00
None
173.96K

APPLE INC

SOLE
COM
Shares134.75K
TypeSH
Market value$38.99M
3.68%
Sole
0.00
Shared
0.00
None
134.75K

ISHARES TR

SOLE
0-3 MTH TREASURY
Shares375.60K
TypeSH
Market value$37.81M
3.57%
Sole
0.00
Shared
0.00
None
375.60K

ORUKA THERAPEUTICS INC

SOLE
COM
Shares356.30K
TypeSH
Market value$33.91M
3.20%
Sole
0.00
Shared
0.00
None
356.30K

VISA INC

SOLE
COM CL A
Shares91.51K
TypeSH
Market value$31.40M
2.96%
Sole
0.00
Shared
0.00
None
91.51K

AMPHENOL CORP

SOLE
CL A
Shares169.77K
TypeSH
Market value$29.93M
2.82%
Sole
0.00
Shared
0.00
None
169.77K

BANK OF AMER CORP

SOLE
COM
Shares511.75K
TypeSH
Market value$29.16M
2.75%
Sole
0.00
Shared
0.00
None
511.75K

META PLATFORMS INC

SOLE
CL A
Shares51.05K
TypeSH
Market value$28.75M
2.71%
Sole
0.00
Shared
0.00
None
51.05K

MICRON TECHNOLOGY INC

SOLE
COM
Shares22.11K
TypeSH
Market value$25.53M
2.41%
Sole
0.00
Shared
0.00
None
22.11K

ASCENDIS PHARMA A/S

SOLE
ORD SHS
Shares91.23K
TypeSH
Market value$24.33M
2.29%
Sole
0.00
Shared
0.00
None
91.23K

RTX CORPORATION

SOLE
COM
Shares126.39K
TypeSH
Market value$23.98M
2.26%
Sole
0.00
Shared
0.00
None
126.39K

DEERE & CO

SOLE
COM
Shares29.49K
TypeSH
Market value$18.70M
1.76%
Sole
0.00
Shared
0.00
None
29.49K

BROADCOM INC

SOLE
COM
Shares46.09K
TypeSH
Market value$17.41M
1.64%
Sole
0.00
Shared
0.00
None
46.09K

SPDR SERIES TRUST

SOLE
ST STR BLO 1 ETF
Shares183.69K
TypeSH
Market value$16.83M
1.59%
Sole
0.00
Shared
0.00
None
183.69K

LAM RESEARCH CORP

SOLE
COM NEW
Shares38.09K
TypeSH
Market value$16.51M
1.56%
Sole
0.00
Shared
0.00
None
38.09K

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares43.48K
TypeSH
Market value$16.09M
1.52%
Sole
0.00
Shared
0.00
None
43.48K

TESLA INC

SOLE
COM
Shares34.73K
TypeSH
Market value$14.61M
1.38%
Sole
0.00
Shared
0.00
None
34.73K

MCEWEN INC.

SOLE
COM NEW
Shares803.12K
TypeSH
Market value$14.56M
1.37%
Sole
0.00
Shared
0.00
None
803.12K

DIAMONDBACK ENERGY INC

SOLE
COM
Shares70.27K
TypeSH
Market value$12.35M
1.16%
Sole
0.00
Shared
0.00
None
70.27K

CISCO SYS INC

SOLE
COM
Shares94.15K
TypeSH
Market value$11.06M
1.04%
Sole
0.00
Shared
0.00
None
94.15K

COCA COLA CO

SOLE
COM
Shares134.17K
TypeSH
Market value$10.90M
1.03%
Sole
0.00
Shared
0.00
None
134.17K
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