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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 18 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 C CITIGROUP INC Financial Services 112.0 $13K 0.00% NEW $113.41 +11.3%
342 NZF NUVEEN MUNICIPAL Financial Services 1,038.0 $13K 0.00% NEW $12.18 +1.8%
343 EHC ENCOMPASS HEALTH Healthcare 130.0 $13K 0.00% NEW $96.73 +8.3%
344 SCHP SCHWAB US 456.0 $12K 0.00% NEW $26.61 +0.3%
345 RWJ INVESCO S&P 240.0 $12K 0.00% NEW $50.48 +10.3%
346 CBRE CBRE GROUP Real Estate 89.0 $12K 0.00% NEW $135.46 -4.5%
347 AIT APPLIED INDUSTRIAL TECH Industrials 45.0 $12K 0.00% NEW $267.78 +15.8%
348 XSOE WISDOMTREE EMERGING 300.0 $12K 0.00% NEW $40.14 +21.2%
349 AAOI APPLIED OPTOELECTRONICS Technology 142.0 $12K 0.00% NEW $84.59 +113.2%
350 NI NISOURCE INC Utilities 257.0 $12K 0.00% NEW $46.66 +2.7%
351 GFI GOLD FIELDS Basic Materials 264.0 $12K 0.00% NEW $45.40 -10.7%
352 ON ON SEMICONDUCTOR Technology 193.0 $12K 0.00% NEW $61.92 +103.3%
353 PLD PROLOGIS INC Real Estate 89.0 $12K 0.00% NEW $132.45 +11.3%
354 VDE VANGUARD ENERGY 68.0 $12K 0.00% NEW $173.04 -4.0%
355 CTAS CINTAS CORP Industrials 69.0 $12K 0.00% NEW $169.14 +1.1%
356 FITB FIFTH THIRD Financial Services 250.0 $12K 0.00% NEW $46.46 +7.5%
357 BOTZ GLOBAL X 347.0 $12K 0.00% NEW $33.22 +22.8%
358 XLP STATE STREET 138.0 $11K 0.00% NEW $81.98 +2.3%
359 OC OWENS CORNING Industrials 104.0 $11K 0.00% NEW $108.29 +10.3%
360 ACGL ARCH CAPITAL GROUP LTD Financial Services 113.0 $11K 0.00% NEW $95.99 -0.2%
Page 18 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%