SEC Form 13F

Synergy Asset Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$1,060,605,078
Positions274

Largest disclosed positions

IssuerTickerClassReported valueReported amount
MICROSOFT CORPMSFTCOM$68,439,471183,474
NVIDIA CORPORATIONNVDACOM$65,411,422326,910
ABBVIE INCABBVCOM$45,340,243180,179
ALPHABET INCGOOGLCAP STK CL A$42,676,410119,418
AMAZON COM INCAMZNCOM$41,460,912173,957
APPLE INCAAPLCOM$38,990,970134,749
ISHARES TRSGOV0-3 MTH TREASURY$37,811,954375,603
ORUKA THERAPEUTICS INCORKACOM$33,909,166356,301
VISA INCVCOM CL A$31,396,50991,511
AMPHENOL CORPAPHCL A$29,934,022169,771

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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