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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 5 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHW SCHWAB CHARLES Financial Services 920.0 $86K 0.03% NEW $93.96 -4.1%
82 ANET ARISTA NETWORKS Technology 693.0 $85K 0.03% NEW $122.78 +25.5%
83 VZ VERIZON COMMUNICATIONS Communication Services 1,690.0 $85K 0.03% NEW $50.19 -3.7%
84 UBER UBER TECHNOLOGIES Technology 1,167.0 $84K 0.03% NEW $71.93 -0.2%
85 VEU VANGUARD FTSE 1,112.0 $84K 0.03% NEW $75.10 +9.8%
86 CGUI CAPITAL GROUP 3,300.0 $83K 0.03% NEW $25.28 +0.2%
87 ITW ILLINOIS TOOL Industrials 318.0 $83K 0.03% NEW $260.38 -3.1%
88 FDT FIRST TRUST 946.0 $82K 0.03% NEW $86.88 +11.7%
89 LGOV FIRST TRUST 3,797.0 $82K 0.03% NEW $21.57 -2.0%
90 BSX BOSTON SCIENTIFIC Healthcare 1,305.0 $82K 0.03% NEW $62.75 -7.9%
91 SIL GLOBAL X 905.0 $82K 0.03% NEW $90.08 -2.2%
92 FAAR FIRST TRUST 2,414.0 $81K 0.03% NEW $33.74 +0.6%
93 VYM VANGUARD HIGH 546.0 $81K 0.03% NEW $148.14 +7.1%
94 FIRST TRUST 1,148.0 $81K 0.03% NEW $70.33
95 SCHA SCHWAB US 2,768.0 $81K 0.03% NEW $29.09 +14.6%
96 XLE STATE STREET 1,306.0 $80K 0.03% NEW $61.26 -2.9%
97 FEP FIRST TRUST 1,464.0 $80K 0.03% NEW $54.61 +7.7%
98 SYY SYSCO CORP Consumer Defensive 1,116.0 $80K 0.03% NEW $71.33 +7.0%
99 PLTR PALANTIR TECHNOLOGIES Technology 542.0 $79K 0.03% NEW $146.27 -6.4%
100 CSL CARLISLE COMPANIES Industrials 235.0 $78K 0.03% NEW $333.86 -0.0%
Page 5 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%