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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 3 of 22  ·  440 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BALI ISHARES U S 27,238.0 $921K 0.22% +10K +55.5% $33.83 +2.9%
42 UNH UNITEDHEALTH GROUP Healthcare 2,141.0 $891K 0.21% +151.0 +7.6% $415.95 -4.2%
43 SCHG Schwab U.S. Large-Cap Growth ETF 25,276.0 $841K 0.20% +24K +1620.6% $33.27 +7.4%
44 QCOM Qualcomm Inc Technology 4,365.0 $796K 0.19% +467.0 +12.0% $182.28 -10.0%
45 MGK VANGUARD MEGA 8,880.0 $781K 0.19% +7K +400.0% $87.91 +2.4%
46 BOND PIMCO ACTIVE 8,285.0 $764K 0.18% +2K +36.1% $92.21 -1.3%
47 BERKSHIRE HATHAWAY 1,497.0 $754K 0.18% +518.0 +52.9% $503.70
48 JPM JPMORGAN CHASE Financial Services 2,217.0 $748K 0.18% +1K +107.4% $337.33 +5.1%
49 SUB iShares Short-Term National Muni Bond ETF 6,773.0 $720K 0.17% +3K +96.5% $106.25 +0.1%
50 VEA Vanguard FTSE Developed Markets ETF 9,873.0 $697K 0.17% +3K +40.3% $70.57 +3.9%
51 VCIT VANGUARD INTERMEDIATE 8,524.0 $695K 0.17% +7K +352.4% $81.56 -0.1%
52 TSLA TESLA INC Consumer Cyclical 1,796.0 $676K 0.16% +559.0 +45.2% $376.41 -6.7%
53 JNJ Johnson & Johnson Healthcare 2,600.0 $663K 0.16% +213.0 +8.9% $255.13 +4.6%
54 AVGO BROADCOM INC Technology 1,703.0 $635K 0.15% +975.0 +133.9% $372.90 -1.5%
55 MU Micron Technology Inc Technology 618.0 $611K 0.15% +354.0 +134.1% $989.06 -7.9%
56 IWM iShares Russell 2000 ETF 2,070.0 $607K 0.15% +1K +162.0% $293.05 +2.3%
57 VTEB Vanguard Tax-Exempt Bond Index ETF 11,936.0 $596K 0.14% +9K +262.5% $49.94 -0.9%
58 VOE Vanguard Morningstar Mid-Cap Value ETF 2,948.0 $596K 0.14% +1K +103.0% $202.00 +3.3%
59 AMD ADVANCED MICRO Technology 1,162.0 $594K 0.14% +496.0 +74.5% $511.62 -7.4%
60 JEPQ JPMORGAN 9,562.0 $588K 0.14% +165.0 +1.8% $61.46 -2.2%
Page 3 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%