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Portfolio (Quarterly) Guide ↗

Synergy Investment Management, LLC

· CIK 0002053786
13F Portfolio $306M AUM 2,562 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 782 New 68 Added 41 Reduced 1 Exited
Page 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORP Technology 13,656.0 $2.4M 0.78% +679.0 +5.2% $174.40 +23.5%
22 MUB ISHARES NATIONAL 21,572.0 $2.3M 0.75% +4K +22.0% $106.15 +0.0%
23 IEFA ISHARES CORE 24,669.0 $2.2M 0.73% +160.0 +0.7% $90.53 +7.4%
24 IVW ISHARES S&P 16,565.0 $1.9M 0.61% +2K +11.9% $113.11 +20.8%
25 CGCB CAPITAL GROUP 68,945.0 $1.8M 0.59% +2K +3.2% $26.26 -0.6%
26 QQQ INVESCO QQQ Financial Services 3,086.0 $1.8M 0.58% +774.0 +33.5% $577.14 +24.3%
27 VTV VANGUARD VALUE 8,029.0 $1.6M 0.52% +97.0 +1.2% $196.20 +7.5%
28 EFG ISHARES MSCI 12,005.0 $1.3M 0.44% +3K +34.2% $111.37 +9.1%
29 JMUB JPMORGAN 26,265.0 $1.3M 0.43% +5K +21.4% $49.99 +0.0%
30 DBEF XTRACKERS MSCI 24,944.0 $1.2M 0.40% +8K +49.3% $49.40 +6.9%
31 GOOG ALPHABET INC Communication Services 4,236.0 $1.2M 0.40% +112.0 +2.7% $286.85 +32.3%
32 LLY ELI LILLY Healthcare 1,241.0 $1.1M 0.37% +20.0 +1.6% $920.13 +15.7%
33 FNDF SCHWAB FUNDAMENTAL 20,096.0 $983K 0.32% +6K +39.3% $48.93 +9.1%
34 IUSV ISHARES CORE 8,730.0 $893K 0.29% +584.0 +7.2% $102.26 +7.9%
35 SYSB ISHARES SYSTEMATIC 9,990.0 $889K 0.29% +423.0 +4.4% $89.00 -0.9%
36 META META PLATFORMS Communication Services 1,477.0 $845K 0.28% +82.0 +5.9% $572.17 +6.7%
37 MSFT MICROSOFT CORP Technology 2,160.0 $799K 0.26% +212.0 +10.9% $370.12 +13.1%
38 SPLV INVESCO S&P 10,640.0 $778K 0.26% +810.0 +8.2% $73.14 +1.3%
39 VXF VANGUARD EXTENDED 3,414.0 $703K 0.23% +45.0 +1.3% $205.80 +12.2%
40 GOOGL ALPHABET INC Communication Services 2,392.0 $688K 0.23% +269.0 +12.7% $287.60 +33.2%
Page 2 of 4  ·  68 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
Financial Services 26.6%
Technology 23.3%
Consumer Cyclical 14.5%
Communication Services 10.8%
Healthcare 9.4%
Industrials 6.6%
Consumer Defensive 3.5%
Energy 1.9%
Utilities 1.4%
Basic Materials 1.0%