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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 2 of 15  ·  293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EMB iShares J.P. Morgan USD Emerging Markets Bond ETF 939.0 $89K 0.02% NEW $94.56 +0.7%
22 VWOB Vanguard Emerging Markets Government Bond ETF 1,248.0 $82K 0.02% NEW $65.74 +0.7%
23 USMV iShares MSCI USA Min Vol Factor ETF 792.0 $78K 0.02% NEW $98.35 +3.4%
24 SEIV SEI QiM U.S. Large Cap Value Active ETF 1,555.0 $76K 0.02% NEW $48.98 +3.9%
25 SEIM SEI QiM U.S. Large Cap Momentum Active ETF 1,393.0 $71K 0.02% NEW $51.01 +6.6%
26 VTIP Vanguard Short-Term Inflation-Protected Securities ETF 1,422.0 $71K 0.02% NEW $49.68 +0.3%
27 XAR STATE STREER 221.0 $63K 0.01% NEW $283.79 -6.8%
28 HYMB SPDR Nuveen S&P High Yield Municipal Bond ETF 1,757.0 $44K 0.01% NEW $24.97 -0.6%
29 DFAC Dimensional US Core Equity 2 ETF 993.0 $43K 0.01% NEW $43.74 +4.3%
30 CARNIVAL CORP 1,465.0 $41K 0.01% NEW $28.21
31 SEIQ SEI QiM U.S. Large Cap Quality Active ETF 941.0 $39K 0.01% NEW $41.20 +2.9%
32 EFAV iShares MSCI EAFE Min Vol Factor ETF 397.0 $37K 0.01% NEW $93.11 +0.7%
33 VST Vistra Corp Utilities 252.0 $36K 0.01% NEW $142.81 -1.8%
34 Honeywell International Inc 151.0 $35K 0.01% NEW $233.49
35 PNC PNC Financial Services Group Inc/The Financial Services 138.0 $34K 0.01% NEW $248.49 -3.2%
36 SUNB SUNBELT RENTALS Financial Services 453.0 $34K 0.01% NEW $74.81 -3.2%
37 SAP SAP SE Technology 181.0 $34K 0.01% NEW $185.99 +17.2%
38 USB US Bancorp Financial Services 484.0 $30K 0.01% NEW $62.82 -1.4%
39 BKNG BOOKING HOLDINGS Consumer Cyclical 157.0 $29K 0.01% NEW $187.35 +10.2%
40 ACWV iShares MSCI Global Min Vol Factor ETF 224.0 $28K 0.01% NEW $124.93 +1.7%
Page 2 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%