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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 8 of 22  ·  440 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FSK FS KKR Financial Services 11,547.0 $121K 0.03% +358.0 +3.2% $10.50 +16.5%
142 SCHA Schwab US Small-Cap ETF 3,300.0 $116K 0.03% +532.0 +19.2% $35.02 -0.7%
143 ENTERGY CORP 1,038.0 $113K 0.03% +874.0 +532.9% $108.88
144 OKE ONEOK Inc Energy 1,254.0 $109K 0.03% +107.0 +9.3% $87.17 +8.7%
145 SCHW Charles Schwab Corp/The Financial Services 1,136.0 $108K 0.03% +216.0 +23.5% $95.20 +13.5%
146 LOW Lowe's Cos Inc Consumer Cyclical 490.0 $108K 0.03% +33.0 +7.2% $220.09 -6.1%
147 XOM EXXON MOBIL Energy 782.0 $107K 0.03% +17.0 +2.2% $136.71 +14.4%
148 HYD VanEck High Yield Muni ETF 2,116.0 $106K 0.03% +2K +10000.0% $50.33 -0.3%
149 ICSH ISHARES ULTRA 2,092.0 $106K 0.03% +2K +10000.0% $50.53 +0.0%
150 TMUS T-Mobile US INC Communication Services 581.0 $105K 0.03% +308.0 +112.8% $180.10 -1.3%
151 IBM International Business Machines Corp Technology 444.0 $104K 0.03% +356.0 +404.6% $234.58 +1.8%
152 IWR iShares Russell Mid-Cap ETF 947.0 $104K 0.03% +570.0 +151.2% $109.90 +3.1%
153 PH Parker Hannifin Corp Industrials 109.0 $104K 0.03% +87.0 +395.4% $954.05 +6.0%
154 VYM Vanguard High Dividend Yield ETF 653.0 $104K 0.03% +107.0 +19.6% $158.88 +3.5%
155 SCHO Schwab Short-Term U.S. Treasury ETF 4,263.0 $103K 0.03% +3K +225.9% $24.11 +0.0%
156 ROST Ross Stores Inc Consumer Cyclical 426.0 $101K 0.02% +242.0 +131.5% $236.01 -2.6%
157 DUK DUKE ENERGY Utilities 784.0 $100K 0.02% +327.0 +71.5% $127.63 -5.3%
158 TT TRANE TECHNOLOGIES Industrials 214.0 $99K 0.02% +140.0 +189.2% $461.73 -1.6%
159 CSX CSX Corp Industrials 1,935.0 $98K 0.02% +2K +2124.1% $50.65 +1.8%
160 NOW SERVICENOW INC Technology 928.0 $97K 0.02% +377.0 +68.4% $104.25 +32.8%
Page 8 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%