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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 12 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DASH DOORDASH INC Communication Services 195.0 $29K 0.01% NEW $150.15 +6.7%
222 NOC NORTHROP GRUMMAN Industrials 42.0 $29K 0.01% NEW $686.05 -19.0%
223 SCHX SCHWAB STRATEGIC TR 1,118.0 $29K 0.01% NEW $25.62 +14.5%
224 FAST FASTENAL CO Industrials 614.0 $28K 0.01% NEW $46.39 -5.3%
225 SHW SHERWIN WILLIAMS Basic Materials 88.0 $28K 0.01% NEW $320.56 -3.6%
226 ANNALY CAPITAL 1,330.0 $28K 0.01% NEW $21.15
227 FE FIRSTENERGY CORP Utilities 546.0 $28K 0.01% NEW $50.64 -8.6%
228 CBOE CBOE GLOBAL Financial Services 98.0 $28K 0.01% NEW $281.07 +27.1%
229 IVVW ISHARES TR 629.0 $27K 0.01% NEW $43.66 +2.2%
230 EQIX EQUINIX INC Real Estate 28.0 $27K 0.01% NEW $980.21 +10.2%
231 INTL NORTHERN LTS FD TR IV 967.0 $27K 0.01% NEW $28.37 +8.1%
232 EPR EPR PROPERTIES Real Estate 544.0 $27K 0.01% NEW $49.96 +17.3%
233 IREN IREN LTD Financial Services 785.0 $27K 0.01% NEW $34.28 +65.8%
234 HEFA ISHARES CURRENCY 626.0 $27K 0.01% NEW $42.50 +6.6%
235 IYR ISHARES U S 280.0 $26K 0.01% NEW $94.63 +8.6%
236 WEC WEC ENERGY Utilities 227.0 $26K 0.01% NEW $115.84 -2.1%
237 ISCB ISHARES MORNINGSTAR 400.0 $26K 0.01% NEW $65.09 +9.8%
238 TECK TECK RESOURCES Basic Materials 502.0 $26K 0.01% NEW $51.71 +21.2%
239 FNDE SCHWAB STRATEGIC TR 666.0 $25K 0.01% NEW $38.26 +6.0%
240 VTWO VANGUARD RUSSELL 254.0 $25K 0.01% NEW $100.17 +15.0%
Page 12 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%