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Calix shares owned by Synergy Financial Management

Quarter-by-quarter ownership of Calix (CALX) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in Calix

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All positions including Calix held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Calix by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $10M 189k 52.93

More positions owned by Synergy Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (BIL)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alphabet Cap Stk Cl A (GOOGL)
Citizens Financial (CFG)
Amazon (AMZN)
Meta Platforms Cl A (META)
Coca-Cola Company (KO)
Boston Scientific Corporation (BSX)
Abbvie (ABBV)
Axis Cap Hldgs SHS (AXS)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)

View all positions for Synergy Financial Management

Top funds holding Calix

BlackRock
Vanguard Group
State Street Corporation
Millennium Management
Congress Asset Management
Alliancebernstein
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Gilder, Gagnon, Howe & Co
Lord, Abbett & Co
Acadian Asset Management
UBS Group
Mirae Asset Global Etfs Holdings
Artisan Partners Limited Partnership

View all funds holding Calix