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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 11 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DFUV DIMENSIONAL US 719.0 $35K 0.01% NEW $48.47 +9.6%
202 ILCG ISHARES MORNINGSTAR 355.0 $34K 0.01% NEW $95.48 +21.1%
203 TSCO TRACTOR SUPPLY Consumer Cyclical 746.0 $34K 0.01% NEW $45.27 -30.2%
204 PEP PEPSICO INC Consumer Defensive 214.0 $33K 0.01% NEW $155.30 -3.0%
205 PEN PENUMBRA INC Healthcare 100.0 $33K 0.01% NEW $328.37 +0.1%
206 XLV STATE STREET 223.0 $33K 0.01% NEW $146.82 +2.1%
207 CIFR CIPHER DIGITAL Financial Services 2,477.0 $32K 0.01% NEW $12.87 +70.7%
208 SCHO SCHWAB SHORT 1,308.0 $32K 0.01% NEW $24.27 -0.6%
209 BBIN JPMORGAN BETABUILDERS 433.0 $32K 0.01% NEW $73.14 +6.8%
210 DIA STATE STREET Financial Services 68.0 $32K 0.01% NEW $464.53 +9.0%
211 CMG CHIPOTLE MEXICAN Consumer Cyclical 984.0 $31K 0.01% NEW $32.01 +2.7%
212 ULST STATE STREET 771.0 $31K 0.01% NEW $40.50 -0.2%
213 FNF FIDELITY NATIONAL Financial Services 669.0 $31K 0.01% NEW $46.38 +4.8%
214 SPSB STATE STREET 1,030.0 $31K 0.01% NEW $30.07 -0.3%
215 TT TRANE TECHNOLOGIES Industrials 74.0 $31K 0.01% NEW $416.73 +8.2%
216 AEE AMEREN CORP Utilities 279.0 $31K 0.01% NEW $109.92 +1.2%
217 EFA ISHARES MSCI 315.0 $31K 0.01% NEW $96.99 +7.2%
218 AVEM AVANTIS EMERGING 371.0 $30K 0.01% NEW $80.58 +15.5%
219 ABT ABBOTT LABORATORIES Healthcare 290.0 $30K 0.01% NEW $102.78 -15.0%
220 VONV VANGUARD RUSSELL 315.0 $30K 0.01% NEW $93.77 +10.6%
Page 11 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%