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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 13 of 22  ·  440 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FITB Fifth Third Bancorp Financial Services 628.0 $35K 0.01% +378.0 +151.2% $56.49 -2.9%
242 IRM Iron Mountain Inc Real Estate 285.0 $34K 0.01% +271.0 +1935.7% $120.75 +1.6%
243 BBIN JPMORGAN BETABUILDERS 437.0 $34K 0.01% +4.0 +0.9% $78.00 +4.0%
244 AEE AMEREN CORP Utilities 300.0 $34K 0.01% +21.0 +7.5% $113.04 -5.6%
245 ANNALY CAPITAL 1,509.0 $34K 0.01% +179.0 +13.5% $22.44
246 EW Edwards Lifesciences Corp Healthcare 361.0 $32K 0.01% +73.0 +25.4% $89.59 +0.4%
247 EPR EPR PROPERTIES Real Estate 550.0 $32K 0.01% +6.0 +1.1% $58.08 +2.6%
248 GM GENERAL MOTORS Consumer Cyclical 384.0 $32K 0.01% +176.0 +84.6% $82.98 +3.9%
249 PHM PulteGroup Inc Consumer Cyclical 230.0 $31K 0.01% +90.0 +64.3% $136.04 -6.8%
250 ETN EATON CORP Industrials 83.0 $31K 0.01% +64.0 +336.8% $373.49 +11.4%
251 PRU Prudential Financial Inc Financial Services 271.0 $30K 0.01% +51.0 +23.2% $110.86 +8.6%
252 ISRG Intuitive Surgical Inc Healthcare 83.0 $29K 0.01% +80.0 +2666.7% $353.11 +4.0%
253 WEC WEC ENERGY Utilities 242.0 $28K 0.01% +15.0 +6.6% $116.11 -8.5%
254 IYG ISHARES U S 310.0 $28K 0.01% +91.0 +41.5% $90.47 +7.7%
255 CBOE CBOE GLOBAL Financial Services 110.0 $28K 0.01% +12.0 +12.2% $251.55 +24.8%
256 SBUX Starbucks Corp Consumer Cyclical 269.0 $28K 0.01% +57.0 +26.9% $102.83 +4.3%
257 BX BLACKSTONE INC Financial Services 227.0 $27K 0.01% +42.0 +22.7% $120.82 +18.8%
258 KR Kroger Co/The Consumer Defensive 476.0 $27K 0.01% +170.0 +55.6% $57.27 -0.6%
259 AOK ISHARES CORE 639.0 $27K 0.01% +4.0 +0.6% $41.50 -0.1%
260 TSCO Tractor Supply Co Consumer Cyclical 841.0 $27K 0.01% +95.0 +12.7% $31.52 +10.1%
Page 13 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%