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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 14 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NSC NORFOLK SOUTHERN Industrials 77.0 $22K 0.01% NEW $287.00 +9.6%
262 KLAC KLA CORP Technology 15.0 $22K 0.01% NEW $1472.33 +28.3%
263 QUAL ISHARES MSCI 115.0 $22K 0.01% NEW $191.81 +11.8%
264 RDVI FIRST TRUST 856.0 $22K 0.01% NEW $25.55 +7.4%
265 DKNG DRAFTKINGS INC Consumer Cyclical 1,000.0 $22K 0.01% NEW $21.62 +16.2%
266 COWZ PACER US 346.0 $22K 0.01% NEW $62.47 +3.0%
267 PRU PRUDENTIAL FINANCIAL Financial Services 220.0 $21K 0.01% NEW $97.69 +6.6%
268 CGGE CAPITAL GROUP 700.0 $21K 0.01% NEW $30.50 +11.1%
269 IBM INTL BUSINESS Technology 88.0 $21K 0.01% NEW $242.40 +4.7%
270 BX BLACKSTONE INC Financial Services 185.0 $21K 0.01% NEW $114.99 +3.1%
271 BBUS JPMORGAN BETABUILDERS 181.0 $21K 0.01% NEW $117.18 +14.7%
272 XME STATE STREET 191.0 $21K 0.01% NEW $108.01 +8.4%
273 BA BOEING COMPANY Industrials 102.0 $20K 0.01% NEW $199.04 +10.0%
274 A AGILENT TECHNOLOGIES Healthcare 178.0 $20K 0.01% NEW $113.74 +1.1%
275 CCL CARNIVAL CORP Consumer Cyclical 780.0 $20K 0.01% NEW $25.88 +0.4%
276 DHS WISDOMTREE U S 182.0 $20K 0.01% NEW $109.22 +4.1%
277 TLT ISHARES 20 229.0 $20K 0.01% NEW $86.76 -2.4%
278 SCHWAB STRATEGIC TR 777.0 $20K 0.01% NEW $25.55
279 PH PARKER-HANNIFIN CORP Industrials 22.0 $20K 0.01% NEW $898.95 -3.6%
280 COP CONOCOPHILLIPS Energy 149.0 $20K 0.01% NEW $132.00 -8.7%
Page 14 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%