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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 28 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 ACN ACCENTURE PLC IRELAND Technology 13.0 $3K 0.00% NEW $198.23 -9.6%
542 SANDISK CORP 4.0 $3K 0.00% NEW $635.25
543 MTD METTLER TOLEDO INTERNATIONAL Healthcare 2.0 $3K 0.00% NEW $1261.00 -12.5%
544 CTRA COTERRA ENERGY Energy 69.0 $2K 0.00% NEW $35.13 -7.3%
545 RL RALPH LAUREN CORP Consumer Cyclical 7.0 $2K 0.00% NEW $344.00 +9.8%
546 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 80.0 $2K 0.00% NEW $29.99 +11.8%
547 MDLZ MONDELEZ INTL INC Consumer Defensive 41.0 $2K 0.00% NEW $57.63 +7.2%
548 J P MORGAN EXCHANGE TRADED F 38.0 $2K 0.00% NEW $61.50
549 REGN REGENERON PHARMACEUTICALS Healthcare 3.0 $2K 0.00% NEW $772.67 -17.3%
550 MAS MASCO CORP Industrials 38.0 $2K 0.00% NEW $60.37 +11.4%
551 RBLX ROBLOX CORP Technology 40.0 $2K 0.00% NEW $56.55 -14.8%
552 FELE FRANKLIN ELECTRIC Industrials 24.0 $2K 0.00% NEW $93.08 +5.6%
553 GLPI GAMING & LEISURE Real Estate 49.0 $2K 0.00% NEW $44.37 +7.7%
554 MSI MOTOROLA SOLUTIONS INC Technology 5.0 $2K 0.00% NEW $434.00 -6.9%
555 CLX CLOROX COMPANY Consumer Defensive 20.0 $2K 0.00% NEW $103.65 -8.2%
556 TRV TRAVELERS COMPANIES INC Financial Services 7.0 $2K 0.00% NEW $291.71 +5.1%
557 SCJ ISHARES MSCI 21.0 $2K 0.00% NEW $97.10 +7.8%
558 ZTS ZOETIS INC Healthcare 17.0 $2K 0.00% NEW $119.65 -33.1%
559 UAL UNITED AIRLS HLDGS INC Industrials 22.0 $2K 0.00% NEW $92.09 +8.5%
560 WTRG ESSENTIAL UTILITIES Utilities 50.0 $2K 0.00% NEW $40.28 -7.1%
Page 28 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%