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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 7 of 22  ·  440 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 COF CAPITAL ONE Financial Services 740.0 $154K 0.04% +655.0 +770.6% $208.16 +4.1%
122 WMB Williams Cos Inc/The Energy 2,124.0 $153K 0.04% +1K +123.6% $71.93 +3.1%
123 DVY iShares Select Dividend ETF 937.0 $150K 0.04% +527.0 +128.5% $160.43 +2.1%
124 STX SEAGATE TECHNOLOGY Technology 186.0 $150K 0.04% +141.0 +313.3% $807.56 +4.9%
125 LQD iShares iBoxx USD Investment Grade Corporate Bond ETF 1,392.0 $148K 0.04% +1K +2576.9% $106.33 +0.4%
126 HYG iShares iBoxx USD High Yield Corporate Bond ETF 1,818.0 $144K 0.04% +1K +228.8% $79.46 +0.5%
127 APH AMPHENOL CORP Technology 860.0 $144K 0.04% +685.0 +391.4% $167.73 -3.8%
128 NEE NEXTERA ENERGY Utilities 1,627.0 $144K 0.04% +1K +730.1% $88.41 -5.6%
129 BSX Boston Scientific Corp Healthcare 3,178.0 $142K 0.03% +2K +143.5% $44.70 +4.4%
130 VWO Vanguard FTSE Emerging Markets ETF 2,428.0 $141K 0.03% +1K +110.6% $58.18 +4.9%
131 DFAU DIMENSIONAL US 2,628.0 $135K 0.03% +628.0 +31.4% $51.45 +3.6%
132 BTI British American Tobacco PLC Consumer Defensive 2,153.0 $133K 0.03% +147.0 +7.3% $61.85 -9.0%
133 NFLX NETFLIX INC Communication Services 1,845.0 $133K 0.03% +151.0 +8.9% $72.00 +10.9%
134 PWR Quanta Services Inc Industrials 229.0 $132K 0.03% +197.0 +615.6% $578.48 +7.5%
135 EOG EOG RESOURCES Energy 926.0 $132K 0.03% +810.0 +698.3% $142.05 +1.7%
136 BAC BANK AMERICA Financial Services 2,188.0 $131K 0.03% +1K +102.6% $59.71 +2.5%
137 VZ VERIZON COMMUNICATIONS Communication Services 2,884.0 $129K 0.03% +1K +70.7% $44.57 +10.9%
138 GEV GE VERNOVA Utilities 135.0 $124K 0.03% +118.0 +694.1% $920.62 +3.6%
139 VRTX VERTEX PHARMACEUTICALS Healthcare 255.0 $124K 0.03% +202.0 +381.1% $486.06 +12.7%
140 C Citigroup Inc Financial Services 957.0 $123K 0.03% +845.0 +754.5% $128.47 +3.3%
Page 7 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%