Portfolio (Quarterly)
Guide ↗
Synergy Investment Management, LLC
· CIK 0002053786| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | RL | RALPH LAUREN CORP | Consumer Cyclical | 7 | $2K | 0.00% | SOLD |
| 42 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 80 | $2K | 0.00% | SOLD |
| 43 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 41 | $2K | 0.00% | SOLD |
| 44 | — | J P MORGAN EXCHANGE TRADED F | — | 38 | $2K | 0.00% | SOLD |
| 45 | MAS | MASCO CORP | Industrials | 38 | $2K | 0.00% | SOLD |
| 46 | UAL | UNITED AIRLS HLDGS INC | Industrials | 22 | $2K | 0.00% | SOLD |
| 47 | GNRC | GENERAC HLDGS INC | Industrials | 10 | $2K | 0.00% | SOLD |
| 48 | TRMB | TRIMBLE INC | Technology | 28 | $2K | 0.00% | SOLD |
| 49 | MGM | MGM RESORTS INTERNATIONAL | Consumer Cyclical | 47 | $2K | 0.00% | SOLD |
| 50 | MSCI | MSCI INC | Financial Services | 3 | $2K | 0.00% | SOLD |
| 51 | WDAY | WORKDAY INC | Technology | 12 | $2K | 0.00% | SOLD |
| 52 | WYNN | WYNN RESORTS LTD | Consumer Cyclical | 15 | $2K | — | SOLD |
| 53 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 10 | $2K | — | SOLD |
| 54 | EQT | EQT CORP | Energy | 22 | $1K | — | SOLD |
| 55 | FISV | FISERV INC | Technology | 25 | $1K | — | SOLD |
| 56 | KKR | KKR &CO INC | — | 15 | $1K | — | SOLD |
| 57 | VMC | VULCAN MATLS CO | Basic Materials | 5 | $1K | — | SOLD |
| 58 | AMTM | AMENTUM HOLDINGS | Industrials | 52 | $1K | — | SOLD |
| 59 | PKG | PACKAGING CORP AMER | Consumer Cyclical | 6 | $1K | — | SOLD |
| 60 | FSLR | FIRST SOLAR INC | Energy | 6 | $1K | — | SOLD |
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%