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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 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JPM JPMORGAN CHASE Financial Services 1,069.0 $314K 0.10% +97.0 +10.0% $294.16 +4.2%
62 IBIT ISHARES BITCOIN Financial Services 8,032.0 $309K 0.10% +3K +75.6% $38.43 +11.8%
63 USIG ISHARES BROAD 5,563.0 $285K 0.09% +227.0 +4.2% $51.24 -0.5%
64 ADP AUTOMATIC DATA Industrials 1,353.0 $275K 0.09% +11.0 +0.8% $203.18 +10.9%
65 WTPI WISDOMTREE EQUITY 8,346.0 $266K 0.09% +147.0 +1.8% $31.91 +4.6%
66 XLF STATE STREET 4,666.0 $230K 0.07% +420.0 +9.9% $49.37 +5.2%
67 V VISA INC Financial Services 690.0 $209K 0.07% +39.0 +6.0% $302.23 +8.8%
68 AXON AXON ENTERPRISE Industrials 402.0 $171K 0.06% +2.0 +0.5% $424.69 -9.1%
Page 4 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%