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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 16 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ICOW PACER FDS TR 402.0 $17K 0.01% NEW $42.44 +7.4%
302 TD TORONTO DOMINION Financial Services 182.0 $17K 0.01% NEW $93.48 +20.6%
303 VSS VANGUARD FTSE 116.0 $17K 0.01% NEW $145.79 +11.5%
304 SCHE SCHWAB STRATEGIC TR 509.0 $17K 0.01% NEW $32.95 +10.6%
305 EOG EOG RESOURCES Energy 116.0 $17K 0.01% NEW $144.57 -2.9%
306 TXN TEXAS INSTRUMENTS Technology 86.0 $17K 0.01% NEW $194.14 +66.0%
307 PHM PULTEGROUP INC Consumer Cyclical 140.0 $16K 0.01% NEW $117.61 -0.4%
308 ASML ASML HOLDING Technology 12.0 $16K 0.01% NEW $1320.83 +23.1%
309 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 300.0 $16K 0.01% NEW $52.76 +13.6%
310 SHEL SHELL PLC Energy 170.0 $16K 0.01% NEW $93.00 -7.0%
311 MTB M&T BANK Financial Services 76.0 $16K 0.01% NEW $206.72 +4.0%
312 JEPI JPMORGAN 277.0 $16K 0.01% NEW $56.61 -0.6%
313 COF CAPITAL ONE Financial Services 85.0 $16K 0.01% NEW $182.42 +3.2%
314 GM GENERAL MOTORS Consumer Cyclical 208.0 $15K 0.01% NEW $74.50 +7.2%
315 EDV VANGUARD EXTENDED 237.0 $15K 0.01% NEW $64.95 -2.7%
316 SCHC SCHWAB INTL 329.0 $15K 0.01% NEW $46.74 +9.5%
317 FXZ FIRST TRUST 200.0 $15K 0.01% NEW $76.21 +7.0%
318 OPEN OPENDOOR TECHNOLOGIES Real Estate 3,233.0 $15K 0.01% NEW $4.68 -0.7%
319 VTR VENTAS INC Real Estate 185.0 $15K 0.01% NEW $81.78 +8.3%
320 MS MORGAN STANLEY Financial Services 91.0 $15K 0.01% NEW $164.56 +22.9%
Page 16 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%