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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 19 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CNO CNO FINANCIAL Financial Services 263.0 $11K 0.00% NEW $41.06 +14.6%
362 ARTY ISHARES FUTURE 225.0 $10K 0.00% NEW $46.53 +54.1%
363 CB CHUBB LTD Financial Services 32.0 $10K 0.00% NEW $325.94 -0.1%
364 TEMA ELECTRIFICATION 303.0 $10K 0.00% NEW $34.24
365 DELL DELL TECHNOLOGIES Technology 62.0 $10K 0.00% NEW $164.13 +85.9%
366 FNDC SCHWAB STRATEGIC TR 214.0 $10K 0.00% NEW $46.36 +9.0%
367 ESGU ISHARES ESG 70.0 $10K 0.00% NEW $141.41 +15.8%
368 UPS UNITED PARCEL Industrials 100.0 $10K 0.00% NEW $98.38 +3.7%
369 FERG FERGUSON ENTERPRISES Industrials 42.0 $10K 0.00% NEW $233.26 -2.6%
370 DTCR GLOBAL X 405.0 $10K 0.00% NEW $23.96 +29.9%
371 GIS GENERAL MILLS Consumer Defensive 259.0 $10K 0.00% NEW $37.25 -11.0%
372 MCK MCKESSON CORP Healthcare 11.0 $10K 0.00% NEW $865.36 -12.7%
373 XEL XCEL ENERGY Utilities 118.0 $9K 0.00% NEW $79.44 +1.7%
374 BIIB BIOGEN INC Healthcare 51.0 $9K 0.00% NEW $183.33 +5.3%
375 MOO VANECK AGRIBUSINESS 110.0 $9K 0.00% NEW $84.50 -5.1%
376 CEG CONSTELLATION ENERGY Utilities 33.0 $9K 0.00% NEW $281.36 +7.2%
377 PGR PROGRESSIVE CORP Financial Services 47.0 $9K 0.00% NEW $197.02 +0.9%
378 BDX BECTON DICKINSON Healthcare 58.0 $9K 0.00% NEW $157.24 -6.0%
379 EUFN ISHARES MSCI 260.0 $9K 0.00% NEW $34.85 +11.6%
380 PICK ISHARES MSCI 160.0 $9K 0.00% NEW $56.59 +16.4%
Page 19 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%