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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 17 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 XLC STATE STREET 134.0 $15K 0.01% NEW $110.86 +4.2%
322 GEV GE VERNOVA Utilities 17.0 $15K 0.01% NEW $872.94 +23.3%
323 REET ISHARES GLOBAL 578.0 $15K 0.01% NEW $25.15 +9.5%
324 SNA SNAP ON Industrials 40.0 $14K 0.01% NEW $361.65 +2.7%
325 DOW DOW INC Basic Materials 340.0 $14K 0.01% NEW $41.65 -15.4%
326 VLO VALERO ENERGY Energy 56.0 $14K 0.01% NEW $247.07 -0.7%
327 IYK ISHARES U S 197.0 $14K 0.01% NEW $70.09 +2.4%
328 STAG STAG INDUSTRIAL Real Estate 382.0 $14K 0.01% NEW $36.06 +6.9%
329 JAVA JPMORGAN ACTIVE 188.0 $14K 0.00% NEW $71.82 +7.4%
330 KXI ISHARES GLOBAL 200.0 $13K 0.00% NEW $67.01 +1.8%
331 AMP AMERIPRISE FINANCIAL Financial Services 30.0 $13K 0.00% NEW $444.40 +1.8%
332 AIQ GLOBAL X 284.0 $13K 0.00% NEW $46.67 +39.0%
333 SCHM SCHWAB US 426.0 $13K 0.00% NEW $30.96 +13.6%
334 SPGI S&P GLOBAL Financial Services 31.0 $13K 0.00% NEW $425.35 -3.1%
335 RF REGIONS FINANCIAL Financial Services 504.0 $13K 0.00% NEW $26.12 +7.4%
336 MOS MOSAIC COMPANY Basic Materials 505.0 $13K 0.00% NEW $25.50 -11.0%
337 CALF PACER FDS TR 285.0 $13K 0.00% NEW $44.87 +8.8%
338 AVRE AVANTIS REAL 290.0 $13K 0.00% NEW $44.05 +8.8%
339 REMX VANECK RARE 145.0 $13K 0.00% NEW $88.00 +12.1%
340 SRET GLOBAL X 600.0 $13K 0.00% NEW $21.20 +6.1%
Page 17 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%