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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 4 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 MLM MARTIN MARIETTA MATLS INC Basic Materials 2 $1K SOLD
62 HII HUNTINGTON INGALLS INDS INC Industrials 3 $1K SOLD
63 TECH BIO-TECHNE CORP Healthcare 21 $1K SOLD
64 WSM WILLIAMS SONOMA INC Consumer Cyclical 6 $1K SOLD
65 EA ELECTRONIC ARTS INC Communication Services 5 $1K SOLD
66 CHRW C H ROBINSON WORLDWIDE IN Industrials 6 $996.0 SOLD
67 CNP CENTERPOINT ENERGY INC Utilities 23 $993.0 SOLD
68 HSIC SCHEIN HENRY INC Healthcare 13 $958.0 SOLD
69 CVNA CARVANA CO Consumer Cyclical 3 $943.0 SOLD
70 SOLV SOLVENTUM CORP Healthcare 14 $914.0 SOLD
71 CF CF INDUSTRIES HOLD Basic Materials 7 $909.0 SOLD
72 RMD RESMED INC Healthcare 4 $898.0 SOLD
73 AOS SMITH A O CORP Industrials 13 $858.0 SOLD
74 FRT FEDERAL RLTY INVT TR NEW Real Estate 8 $850.0 SOLD
75 CHD CHURCH &DWIGHT CO INC Consumer Defensive 9 $840.0 SOLD
76 CTVA CORTEVA INC Basic Materials 10 $837.0 SOLD
77 GL GLOBE LIFE INC Financial Services 6 $835.0 SOLD
78 CIEN CIENA CORP Technology 2 $776.0 SOLD
79 PLUG PLUG PWR INC Industrials 315 $712.0 SOLD
80 AIZ ASSURANT INC Financial Services 3 $653.0 SOLD
Page 4 of 6  ·  118 positions
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%