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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 24 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 APA APA CORPORATION Energy 112.0 $5K 0.00% NEW $42.44 -11.6%
462 ES EVERSOURCE ENERGY Utilities 68.0 $5K 0.00% NEW $69.28 +0.6%
463 KHC KRAFT HEINZ Consumer Defensive 208.0 $5K 0.00% NEW $22.49 +6.0%
464 BK BANK NEW YORK MELLON CORP Financial Services 39.0 $5K 0.00% NEW $118.64 +18.9%
465 ADBE ADOBE INC Technology 19.0 $5K 0.00% NEW $243.05 -1.1%
466 TM TOYOTA MOTOR Consumer Cyclical 22.0 $5K 0.00% NEW $206.09 -7.8%
467 LNT ALLIANT ENERGY Utilities 63.0 $5K 0.00% NEW $71.75 +2.7%
468 IWP ISHARES RUSSELL 35.0 $4K 0.00% NEW $128.11 +9.9%
469 GEHC GE HEALTHCARE Healthcare 62.0 $4K 0.00% NEW $71.18 -9.8%
470 EMGF ISHARES INC 73.0 $4K 0.00% NEW $60.42 +22.0%
471 CMI CUMMINS INC Industrials 8.0 $4K 0.00% NEW $538.00 +24.3%
472 TGT TARGET CORP Consumer Defensive 35.0 $4K 0.00% NEW $121.20 +3.5%
473 ISHARES MSCI 91.0 $4K 0.00% NEW $46.23
474 NTRS NORTHERN TRUST Financial Services 30.0 $4K 0.00% NEW $139.60 +21.8%
475 TEL TE CONNECTIVITY Technology 20.0 $4K 0.00% NEW $209.00 -0.2%
476 LHX L3HARRIS TECHNOLOGIES Industrials 12.0 $4K 0.00% NEW $345.08 -9.2%
477 CORPAY INC 14.0 $4K 0.00% NEW $291.00
478 RACE FERRARI NV Consumer Cyclical 12.0 $4K 0.00% NEW $338.42 -2.5%
479 IVLU ISHARES TR 102.0 $4K 0.00% NEW $39.68 +8.9%
480 BXP BXP INC Real Estate 76.0 $4K 0.00% NEW $51.91 +16.8%
Page 24 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%