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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 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ISHARES HIGH 13,358.0 $641K 0.21% +2K +21.6% $47.98
42 CGMU CAPITAL GROUP 21,900.0 $595K 0.19% +7K +49.0% $27.15 +0.2%
43 JNJ JOHNSON & JOHNSON Healthcare 2,387.0 $583K 0.19% +87.0 +3.8% $244.42 -4.1%
44 BOND PIMCO ACTIVE 6,085.0 $562K 0.18% +800.0 +15.1% $92.28 -0.9%
45 SLV ISHARES SILVER Financial Services 8,005.0 $545K 0.18% +312.0 +4.1% $68.14 +0.3%
46 BALI ISHARES U S 17,520.0 $540K 0.18% +3K +18.6% $30.81 +10.2%
47 JEPQ JPMORGAN 9,397.0 $522K 0.17% +476.0 +5.3% $55.52 +8.4%
48 QCOM QUALCOMM INC Technology 3,898.0 $502K 0.16% +409.0 +11.7% $128.77 +85.0%
49 CLOA ISHARES AAA 9,360.0 $485K 0.16% +3K +40.1% $51.84 +0.3%
50 QYLD GLOBAL X 27,980.0 $480K 0.16% +2K +6.2% $17.15 +4.3%
51 BERKSHIRE HATHAWAY 979.0 $469K 0.15% +46.0 +4.9% $479.20
52 TSLA TESLA INC Consumer Cyclical 1,237.0 $460K 0.15% +90.0 +7.8% $371.75 +14.6%
53 SPY STATE STREET Financial Services 695.0 $452K 0.15% +72.0 +11.6% $650.27 +14.7%
54 VEA VANGUARD FTSE 7,036.0 $451K 0.15% +79.0 +1.1% $64.08 +10.0%
55 IJR ISHARES CORE 3,197.0 $397K 0.13% +120.0 +3.9% $124.30 +10.5%
56 XLK STATE STREET 2,767.0 $368K 0.12% +44.0 +1.6% $132.90 +35.7%
57 MBB ISHARES MBS 3,790.0 $360K 0.12% +127.0 +3.5% $94.94 -0.9%
58 DIS WALT DISNEY Communication Services 3,470.0 $334K 0.11% +86.0 +2.5% $96.39 +6.9%
59 GLD SPDR GOLD Financial Services 766.0 $330K 0.11% +54.0 +7.6% $430.29 -3.8%
60 AVDV AVANTIS INTL 3,278.0 $327K 0.11% +67.0 +2.1% $99.85 +8.4%
Page 3 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%