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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 6 of 22  ·  440 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IGF ISHARES GLOBAL 3,200.0 $213K 0.05% +134.0 +4.4% $66.59 -1.5%
102 DFUS DIMENSIONAL US 2,569.0 $210K 0.05% +268.0 +11.7% $81.69 +3.1%
103 MO ALTRIA GROUP Consumer Defensive 2,875.0 $210K 0.05% +910.0 +46.3% $72.94 -7.2%
104 KLAC KLA Corp Technology 1,088.0 $208K 0.05% +1K +7153.3% $190.74 -3.7%
105 CGSM CAPITAL GRP FIXED INCM ETF T 7,741.0 $204K 0.05% +2K +27.3% $26.39 -0.2%
106 CVX Chevron Corp Energy 1,067.0 $200K 0.05% +810.0 +315.2% $187.65 +6.4%
107 TSM Taiwan Semiconductor Manufacturing Co Ltd Technology 447.0 $200K 0.05% +136.0 +43.7% $447.27 -4.5%
108 TJX TJX Cos Inc/The Consumer Cyclical 1,236.0 $198K 0.05% +997.0 +417.1% $159.90 -16.1%
109 IWS iShares Russell Mid-Cap Value ETF 1,112.0 $183K 0.04% +56.0 +5.3% $164.77 +4.3%
110 GRMN GARMIN LTD Technology 740.0 $177K 0.04% +23.0 +3.2% $239.57 +21.0%
111 EUFN ISHARES MSCI 4,495.0 $175K 0.04% +4K +1628.8% $38.99 +8.2%
112 CSCO CISCO SYSTEMS Technology 1,545.0 $174K 0.04% +951.0 +160.1% $112.89 -0.7%
113 PM Philip Morris International Inc Consumer Defensive 899.0 $174K 0.04% +659.0 +274.6% $193.74 -1.7%
114 TMO Thermo Fisher Scientific Inc Healthcare 305.0 $174K 0.04% +177.0 +138.3% $570.55 +10.5%
115 GD General Dynamics Corp Industrials 488.0 $174K 0.04% +421.0 +628.4% $355.83 +6.8%
116 BNDX VANGUARD TOTAL 3,452.0 $165K 0.04% +3K +3352.0% $47.83 -0.3%
117 VO VANGUARD MID 1,992.0 $160K 0.04% +1K +300.0% $80.57 +3.1%
118 CGIC CAPITAL GROUP 4,400.0 $160K 0.04% +1K +46.7% $36.39 +2.0%
119 BA BOEING COMPANY Industrials 732.0 $157K 0.04% +630.0 +617.6% $214.32 -2.1%
120 SPBO STATE STREET 5,397.0 $157K 0.04% +1K +32.9% $29.04 -1.7%
Page 6 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%