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Portfolio (Quarterly) Guide ↗

Synergy Investment Management, LLC

· CIK 0002053786
13F Portfolio $413M AUM 1,642 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 293 New 440 Added 145 Reduced 118 Exited
Page 11 of 22  ·  440 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IYH ISHARES U S 830.0 $56K 0.01% +526.0 +173.0% $67.01 +8.4%
202 BLK BLACKROCK FDG Financial Services 56.0 $56K 0.01% +12.0 +27.3% $991.39 +17.8%
203 ABT ABBOTT LABORATORIES Healthcare 549.0 $55K 0.01% +259.0 +89.3% $100.96 +10.5%
204 DTE DTE Energy Co Utilities 370.0 $54K 0.01% +217.0 +141.8% $147.11 -7.4%
205 IXC ISHARES GLOBAL 1,083.0 $53K 0.01% +10.0 +0.9% $49.11 +16.0%
206 WM WASTE MANAGEMENT Industrials 232.0 $53K 0.01% +68.0 +41.5% $227.20 -4.2%
207 WFC Wells Fargo & Co Financial Services 626.0 $52K 0.01% +379.0 +153.4% $83.47 +1.8%
208 QUAL ISHARES MSCI 231.0 $51K 0.01% +116.0 +100.9% $219.63 +2.3%
209 CME CME GROUP Financial Services 193.0 $51K 0.01% +170.0 +739.1% $261.97 +7.2%
210 MPC MARATHON PETROLEUM Energy 195.0 $50K 0.01% +194.0 +10000.0% $258.11 +40.8%
211 NUE Nucor Corp Basic Materials 215.0 $50K 0.01% +70.0 +48.3% $234.06 +7.8%
212 EMR Emerson Electric Co Industrials 340.0 $49K 0.01% +16.0 +4.9% $143.46 +9.9%
213 UNM UNUM GROUP Financial Services 570.0 $48K 0.01% +500.0 +714.3% $84.34 +9.6%
214 TXN Texas Instruments Inc Technology 168.0 $48K 0.01% +82.0 +95.3% $284.68 -6.4%
215 SPG Simon Property Group Inc Real Estate 210.0 $47K 0.01% +118.0 +128.3% $225.93 -4.9%
216 Cencora Inc 145.0 $46K 0.01% +142.0 +4733.3% $318.61
217 HEFA ISHARES CURRENCY 948.0 $44K 0.01% +322.0 +51.4% $46.93 +0.8%
218 IVVW ISHARES TR 989.0 $44K 0.01% +360.0 +57.2% $44.59 +2.4%
219 GS GOLDMAN SACHS Financial Services 44.0 $43K 0.01% +34.0 +340.0% $986.30 +5.5%
220 HCA HCA HEALTHCARE Healthcare 108.0 $43K 0.01% +22.0 +25.6% $393.95 +6.4%
Page 11 of 22  ·  440 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Financial Services 21.6%
Consumer Cyclical 12.2%
Healthcare 9.1%
Industrials 7.4%
Communication Services 7.1%
Consumer Defensive 3.9%
Utilities 2.0%
Energy 2.0%
Real Estate 1.1%