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Portfolio (Quarterly) Guide ↗

Synergy Investment Management, LLC

· CIK 0002053786
13F Portfolio $413M AUM 1,642 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 293 New 440 Added 145 Reduced 118 Exited
Page 15 of 15  ·  293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CE Celanese Corp Basic Materials 3.0 $132.0 NEW $44.00 +1.3%
282 MOMO Hello Group Inc Communication Services 22.0 $129.0 NEW $5.86 -2.9%
283 JD JD.com Inc Consumer Cyclical 4.0 $129.0 NEW $32.25 -11.8%
284 APOS Apollo Global Management Inc 1.0 $120.0 NEW $120.00
285 PRGO Perrigo Co PLC Healthcare 10.0 $104.0 NEW $10.40 +37.8%
286 JKS JinkoSolar Holding Co Ltd Energy 6.0 $87.0 NEW $14.50 -7.3%
287 WPC WP Carey Inc Real Estate 1.0 $75.0 NEW $75.00 -6.0%
288 ALLY Ally Financial Inc Financial Services 1.0 $43.0 NEW $43.00 -0.3%
289 WHR Whirlpool Corp Consumer Cyclical 1.0 $38.0 NEW $38.00 +5.0%
290 HOG Harley-Davidson Inc Consumer Cyclical 1.0 $25.0 NEW $25.00 +11.6%
291 Liberty Capital Corp 1.0 $24.0 NEW $24.00
292 AVTR Avantor Inc Healthcare 1.0 $14.0 NEW $14.00 +4.2%
293 RKT Rocket Cos Inc Financial Services 1.0 $14.0 NEW $14.00 +1.1%
Page 15 of 15  ·  293 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
Technology 32.8%
Financial Services 21.6%
Consumer Cyclical 12.2%
Healthcare 9.1%
Industrials 7.4%
Communication Services 7.1%
Consumer Defensive 3.9%
Utilities 2.0%
Energy 2.0%
Real Estate 1.1%