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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 10 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FNDX SCHWAB STRATEGIC TR 1,458.0 $41K 0.01% NEW $27.85 +10.7%
182 EME EMCOR GROUP Industrials 54.0 $40K 0.01% NEW $740.28 +14.7%
183 ROST ROSS STORES Consumer Cyclical 184.0 $40K 0.01% NEW $217.13 +8.1%
184 INTC INTEL CORP Technology 902.0 $40K 0.01% NEW $44.13 +171.6%
185 JGRO JPMORGAN ACTIVE 470.0 $40K 0.01% NEW $84.59 +14.9%
186 PM PHILIP MORRIS Consumer Defensive 240.0 $40K 0.01% NEW $165.05 +14.5%
187 PFE PFIZER INC Healthcare 1,384.0 $39K 0.01% NEW $28.09 -7.8%
188 PFF ISHARES PFD 1,276.0 $39K 0.01% NEW $30.32 +3.0%
189 MA MASTERCARD INC Financial Services 77.0 $38K 0.01% NEW $499.66 -0.2%
190 HON HONEYWELL INTL Industrials 169.0 $38K 0.01% NEW $226.56 +0.6%
191 TJX TJX COS Consumer Cyclical 239.0 $38K 0.01% NEW $159.71 -0.9%
192 WM WASTE MANAGEMENT Industrials 164.0 $38K 0.01% NEW $229.79 -5.2%
193 IWC ISHARES MICROCAP 233.0 $37K 0.01% NEW $159.56 +17.0%
194 SPFF GLOBAL X 4,129.0 $37K 0.01% NEW $8.89 +6.2%
195 IWR ISHARES RUSSELL 377.0 $37K 0.01% NEW $97.19 +9.0%
196 ORCL ORACLE CORP Technology 247.0 $36K 0.01% NEW $147.11 +30.6%
197 HR HEALTHCARE REALTY Real Estate 2,131.0 $36K 0.01% NEW $16.99 +19.8%
198 MRK MERCK & COMPANY Healthcare 296.0 $36K 0.01% NEW $120.29 +1.8%
199 REM ISHARES MORTGAGE 1,658.0 $36K 0.01% NEW $21.47 +1.2%
200 ISPY PROSHARES S&P 816.0 $35K 0.01% NEW $43.37 +11.1%
Page 10 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%