Grufity logo
Grufity logo

Latest Synergy Financial Group, LTD Stock Portfolio

$133Million– No. of Holdings #123

Synergy Financial Group, LTD Performance:
2026 Q1: -10.64%YTD: -10.64%2025: 12.32%
Performance for 2026 Q1 is -10.64%, and YTD is -10.64%, and 2025 is 12.32%.

About Synergy Financial Group, LTD and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Synergy Financial Group, LTD reported an equity portfolio of $133.1 Millions as of 31 Mar, 2026.

The top stock holdings of Synergy Financial Group, LTD are NVDA, MSFT, AMZN. The fund has invested 8.1% of it's portfolio in NVIDIA CORPORATION and 6.8% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off HUBSPOT INC (HUBS), PLANET FITNESS INC (PLNT) and ZILLOW GROUP INC (Z) stocks. They significantly reduced their stock positions in EPR PPTYS (EPR), EOG RES INC (EOG) and VANGUARD INDEX FDS (VB). Synergy Financial Group, LTD opened new stock positions in VANGUARD CALIF TAX FREE FDS, ISHARES TR (IBCE) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VEU), JPMORGAN CHASE & CO (JPM) and ISHARES TR (IJR).
Synergy Financial Group, LTD Equity Portfolio Value
Last Reported on: 15 May, 2026

Synergy Financial Group, LTD Annual Return Estimates Vs S&P 500

Our best estimate is that Synergy Financial Group, LTD made a return of -10.64% in the last quarter. In trailing 12 months, it's portfolio return was 12.48%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard calif tax free fds1,531,080
ishares tr516,836
ishares tr471,200
ishares inc436,286
ishares tr421,103
ishares tr411,971
vanguard tax-managed fds394,541
j p morgan exchange traded f357,934
New stocks bought by Synergy Financial Group, LTD

Additions

Ticker% Inc.
vanguard intl equity index f73.71
jpmorgan chase & co54.16
ishares tr39.6
alphabet inc39.41
goldman sachs etf tr35.82
capital group dividend value33.01
goldman sachs etf tr28.31
berkshire hathaway inc del28.1
Additions to existing portfolio by Synergy Financial Group, LTD

Reductions

Ticker% Reduced
epr pptys-25.74
eog res inc-25.35
vanguard index fds-20.86
vanguard star fds-20.42
tesla inc-20.07
ebay inc.-16.6
snowflake inc-13.48
paypal hldgs inc-11.64
Synergy Financial Group, LTD reduced stake in above stock

Sold off

Ticker$ Sold
pinterest inc-205,049
upstart hldgs inc-272,569
zillow group inc-285,815
planet fitness inc-286,361
sea ltd-256,416
genuine parts co-200,548
atlassian corporation-213,538
workday inc-280,288
Synergy Financial Group, LTD got rid off the above stocks

Sector Distribution

Synergy Financial Group, LTD has about 32.1% of it's holdings in Technology sector.

  • Technology
  • Others
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Energy
  • Consumer Defensive
Sector%
Technology32.1
Others31.1
Consumer Cyclical14.3
Communication Services13.2
Financial Services4.2
Energy1.2
Consumer Defensive1.1

Market Cap. Distribution

Synergy Financial Group, LTD has about 66.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP46.9
UNALLOCATED31.1
LARGE-CAP19.6
MID-CAP2.2

Stocks belong to which Index?

About 57.5% of the stocks held by Synergy Financial Group, LTD either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50057.5
Others41.6
Top 5 Winners (%)%
EOG
eog res inc
32.9 %
CVX
chevron corporation
32.7 %
LRCX
lam research corp
24.3 %
ASML
asml hldg nv
22.9 %
KMI
kinder morgan inc del
21.9 %
Top 5 Winners ($)$
CVX
chevron corporation
0.2 M
ASML
asml hldg nv
0.2 M
COST
costco wholesale corporation
0.1 M
NFLX
netflix inc.
0.1 M
EOG
eog res inc
0.1 M
Top 5 Losers (%)%
U
unity software inc
-48.2 %
UPWK
upwork inc
-44.1 %
TTD
the trade desk inc
-39.5 %
ZS
zscaler inc
-37.6 %
INTU
intuit
-33.9 %
Top 5 Losers ($)$
MSFT
microsoft corp
-2.7 M
SHOP
shopify inc
-2.3 M
TTD
the trade desk inc
-1.1 M
AMZN
amazon com inc
-0.9 M
TSLA
tesla inc
-0.9 M

Synergy Financial Group, LTD Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Synergy Financial Group, LTD

Synergy Financial Group, LTD has 123 stocks in it's portfolio. About 46.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for Synergy Financial Group, LTD last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions