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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 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 +7.1%
422 J JACOBS SOLUTIONS Industrials 50.0 $6K 0.00% NEW $128.28 -9.7%
423 EBND SPDR BLOOMBERG 307.0 $6K 0.00% NEW $20.64 +1.2%
424 RS RELIANCE INC Basic Materials 20.0 $6K 0.00% NEW $309.50 +21.6%
425 FLIN FRANKLIN TEMPLETON ETF TR 186.0 $6K 0.00% NEW $33.23 +4.7%
426 CDW CDW CORP Technology 51.0 $6K 0.00% NEW $120.35 -9.8%
427 HPE HEWLETT PACKARD Technology 257.0 $6K 0.00% NEW $23.81 +59.8%
428 PAYX PAYCHEX INC Industrials 66.0 $6K 0.00% NEW $92.11 +2.9%
429 VCTR VICTORY CAPITAL Financial Services 91.0 $6K 0.00% NEW $65.48 +34.1%
430 Q QNITY ELECTRONICS Technology 51.0 $6K 0.00% NEW $115.39 +42.6%
431 UNP UNION PACIFIC CORP Industrials 24.0 $6K 0.00% NEW $244.50 +10.9%
432 HSY HERSHEY COMPANY Consumer Defensive 28.0 $6K 0.00% NEW $207.89 -8.1%
433 MCHI ISHARES MSCI 103.0 $6K 0.00% NEW $56.18 -0.2%
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 +26.3%
436 SHY ISHARES TR 69.0 $6K 0.00% NEW $82.57 -0.4%
437 ROP ROPER TECHNOLOGIES Industrials 16.0 $6K 0.00% NEW $354.44 -9.6%
438 LQD ISHARES IBOXX 52.0 $6K 0.00% NEW $109.00 -0.2%
439 SCHH SCHWAB STRATEGIC TR 262.0 $6K 0.00% NEW $21.44 +11.2%
440 AIRR FIRST TRUST 50.0 $6K 0.00% NEW $110.78 +15.8%
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 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%