Synergy Asset Management, LLC

Portfolio Overview

Synergy Asset Management reported a 13F portfolio of $961.55 million as of 2025-12-31, down 21.0% from $1.22 billion at the prior quarter. The filer lists 227 holdings, indicating a broadly diversified equity/fund exposure by count, but material concentration by value: the top 10 positions account for roughly 47.5% of the portfolio (see Key Holdings). Activity this quarter was high — 34 new positions and 34 full exits — consistent with a major rebalancing rather than a stead...