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Portfolio (Quarterly) Guide ↗

Synergy Investment Management, LLC

· CIK 0002053786
13F Portfolio $306M AUM 2,562 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 782 New 68 Added 41 Reduced 1 Exited
Page 1 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOVT ISHARES U S 115,610.0 $2.6M 0.87% NEW $22.91 -1.1%
2 SECT NORTHERN LTS FD TR IV 39,304.0 $2.4M 0.78% NEW $60.39 +15.4%
3 NLR VANECK URANIUM 8,628.0 $1.1M 0.38% NEW $133.19 -1.8%
4 HDV ISHARES CORE 2,991.0 $406K 0.13% NEW $135.73 -79.4%
5 DEM WISDOMTREE EMERGING 6,082.0 $302K 0.10% NEW $49.69 +8.8%
6 IVE ISHARES S&P 1,161.0 $245K 0.08% NEW $211.15 +8.0%
7 WMT WALMART INC Consumer Defensive 1,860.0 $231K 0.08% NEW $124.30 -3.2%
8 HD HOME DEPOT Consumer Cyclical 701.0 $230K 0.07% NEW $328.75 -4.8%
9 AVGO BROADCOM INC Technology 728.0 $225K 0.07% NEW $309.67 +33.7%
10 EMLC VANECK JPM 8,724.0 $219K 0.07% NEW $25.11 +0.9%
11 IGF ISHARES GLOBAL 3,066.0 $205K 0.07% NEW $66.99 +0.6%
12 XLU STATE STREET 4,456.0 $204K 0.07% NEW $45.89 -1.2%
13 EVSM EATON VANCE 4,028.0 $202K 0.07% NEW $50.19 +0.0%
14 VBK VANGUARD SMALL 656.0 $198K 0.07% NEW $302.36 +14.8%
15 IWM ISHARES RUSSELL 790.0 $196K 0.06% NEW $248.14 +14.9%
16 EUHY ISHARES GLOBAL 3,714.0 $195K 0.06% NEW $52.47 +1.6%
17 VONG VANGUARD RUSSELL 1,754.0 $192K 0.06% NEW $109.69 +17.3%
18 CGUS CAPITAL GROUP 4,951.0 $190K 0.06% NEW $38.42 +13.7%
19 AGG ISHARES CORE 1,838.0 $182K 0.06% NEW $99.27 -0.8%
20 IYY ISHARES DOW 1,150.0 $182K 0.06% NEW $158.45 +14.3%
Page 1 of 40  ·  782 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
Financial Services 26.6%
Technology 23.3%
Consumer Cyclical 14.5%
Communication Services 10.8%
Healthcare 9.4%
Industrials 6.6%
Consumer Defensive 3.5%
Energy 1.9%
Utilities 1.4%
Basic Materials 1.0%