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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 20 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 KMI KINDER MORGAN Energy 264.0 $9K 0.00% NEW $33.53 -2.0%
382 AMT AMERICAN TOWER Real Estate 51.0 $9K 0.00% NEW $173.25 +6.8%
383 PEG PUBLIC SERVICE Utilities 109.0 $9K 0.00% NEW $80.95 -1.1%
384 DHR DANAHER CORP Healthcare 46.0 $9K 0.00% NEW $189.87 -9.0%
385 ORLY O REILLY AUTOMOTIVE Consumer Cyclical 94.0 $9K 0.00% NEW $92.31 -2.6%
386 CINF CINCINNATI FINL Financial Services 55.0 $9K 0.00% NEW $157.35 +6.2%
387 FPE FIRST TRUST 478.0 $8K 0.00% NEW $17.75 +1.2%
388 GS GOLDMAN SACHS Financial Services 10.0 $8K 0.00% NEW $846.00 +17.6%
389 RDIV INVESCO S&P 150.0 $8K 0.00% NEW $55.66 +4.6%
390 TER TERADYNE INC Technology 28.0 $8K 0.00% NEW $296.43 +31.3%
391 EVRG EVERGY INC Utilities 101.0 $8K 0.00% NEW $81.93 +2.7%
392 IEV ISHARES TR 120.0 $8K 0.00% NEW $67.93 +8.2%
393 D DOMINION ENERGY Utilities 129.0 $8K 0.00% NEW $61.94 +8.6%
394 SOFI SOFI TECHNOLOGIES Financial Services 500.0 $8K 0.00% NEW $15.88 +0.6%
395 FCX FREEPORT MCMORAN Basic Materials 135.0 $8K 0.00% NEW $58.79 +9.5%
396 RSPT INVESCO S&P 175.0 $8K 0.00% NEW $45.26 +37.8%
397 PFXF VANECK PFD 451.0 $8K 0.00% NEW $17.54 +5.9%
398 O REALTY INCOME Real Estate 129.0 $8K 0.00% NEW $61.24 +2.0%
399 SDVY FIRST TRUST 200.0 $8K 0.00% NEW $39.43 +6.6%
400 CMCSA COMCAST CORP Communication Services 272.0 $8K 0.00% NEW $28.71 -12.4%
Page 20 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%