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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 13 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AOK ISHARES CORE 635.0 $25K 0.01% NEW $39.89 +3.2%
242 EXPE EXPEDIA GROUP Consumer Cyclical 107.0 $25K 0.01% NEW $230.89 -7.0%
243 RWR STATE STREET 243.0 $25K 0.01% NEW $100.94 +10.2%
244 NUE NUCOR CORP Basic Materials 145.0 $24K 0.01% NEW $168.59 +37.6%
245 SCHB SCHWAB US 963.0 $24K 0.01% NEW $25.10 +14.5%
246 IDU ISHARES U S 206.0 $24K 0.01% NEW $116.33 -1.6%
247 MET METLIFE INC Financial Services 337.0 $24K 0.01% NEW $70.72 +18.9%
248 VRTX VERTEX PHARMACEUTICALS Healthcare 53.0 $24K 0.01% NEW $446.55 -2.7%
249 RTX RTX CORP Industrials 121.0 $23K 0.01% NEW $192.90 -8.2%
250 EW EDWARDS LIFESCIENCES Healthcare 288.0 $23K 0.01% NEW $80.08 +7.1%
251 GD GENERAL DYNAMICS Industrials 67.0 $23K 0.01% NEW $343.21 -0.1%
252 JBL JABIL INC Technology 86.0 $23K 0.01% NEW $266.50 +36.7%
253 SCHI SCHWAB STRATEGIC TR 1,000.0 $23K 0.01% NEW $22.68 -0.7%
254 KEYS KEYSIGHT TECHNOLOGIES Technology 80.0 $23K 0.01% NEW $282.38 +22.7%
255 VNQ VANGUARD REAL 254.0 $23K 0.01% NEW $88.70 +9.1%
256 BLOK AMPLIFY ETF TR 451.0 $22K 0.01% NEW $49.83 +28.3%
257 DTE DTE ENERGY Utilities 153.0 $22K 0.01% NEW $146.22 -0.6%
258 KR KROGER CO Consumer Defensive 306.0 $22K 0.01% NEW $72.44 -7.2%
259 SPYD STATE STREET 487.0 $22K 0.01% NEW $45.51 +4.8%
260 APH AMPHENOL CORP Technology 175.0 $22K 0.01% NEW $126.35 +4.5%
Page 13 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%