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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
Q2 2026 Q1 2026 · All 782 New 68 Added 41 Reduced
Page 22 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NDAQ NASDAQ INC Financial Services 76.0 $6K 0.00% NEW $84.89 +4.6%
422 J JACOBS SOLUTIONS Industrials 50.0 $6K 0.00% NEW $128.28 +11.9%
423 EBND SPDR BLOOMBERG 307.0 $6K 0.00% NEW $20.64 +0.4%
424 RS RELIANCE INC Basic Materials 20.0 $6K 0.00% NEW $309.50 +27.4%
425 FLIN FRANKLIN TEMPLETON ETF TR 186.0 $6K 0.00% NEW $33.23 +2.7%
426 CDW CDW CORP Technology 51.0 $6K 0.00% NEW $120.35 +24.6%
427 HPE HEWLETT PACKARD Technology 257.0 $6K 0.00% NEW $23.81 +138.1%
428 PAYX PAYCHEX INC Industrials 66.0 $6K 0.00% NEW $92.11 +26.7%
429 VCTR VICTORY CAPITAL Financial Services 91.0 $6K 0.00% NEW $65.48 +58.4%
430 Q QNITY ELECTRONICS Technology 51.0 $6K 0.00% NEW $115.39 -0.5%
431 UNP UNION PACIFIC CORP Industrials 24.0 $6K 0.00% NEW $244.50 +14.9%
432 HSY HERSHEY COMPANY Consumer Defensive 28.0 $6K 0.00% NEW $207.89 -17.8%
433 MCHI ISHARES MSCI 103.0 $6K 0.00% NEW $56.18 -6.9%
434 BMY BRISTOL MYERS Healthcare 95.0 $6K 0.00% NEW $60.82 +4.6%
435 CVS CVS HEALTH Healthcare 80.0 $6K 0.00% NEW $71.84 +27.7%
436 SHY ISHARES TR 69.0 $6K 0.00% NEW $82.57 -1.6%
437 ROP ROPER TECHNOLOGIES Industrials 16.0 $6K 0.00% NEW $354.44 +6.0%
438 LQD ISHARES IBOXX 52.0 $6K 0.00% NEW $109.00 -4.2%
439 SCHH SCHWAB STRATEGIC TR 262.0 $6K 0.00% NEW $21.44 +6.7%
440 AIRR FIRST TRUST 50.0 $6K 0.00% NEW $110.78 -4.6%
Page 22 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 27.6%
Technology 24.2%
Consumer Cyclical 15.1%
Healthcare 9.7%
Communication Services 7.3%
Industrials 6.9%
Consumer Defensive 3.7%
Energy 2.0%
Utilities 1.4%
Real Estate 1.1%