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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 8 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DGRO ISHARES CORE 809.0 $57K 0.02% NEW $70.16 +6.7%
142 LRCX LAM RESEARCH Technology 261.0 $56K 0.02% NEW $214.00 +42.7%
143 XLB STATE STREET 1,117.0 $56K 0.02% NEW $49.97 +0.6%
144 NEM NEWMONT CORP Basic Materials 514.0 $56K 0.02% NEW $108.35 -0.7%
145 FTXO FIRST TRUST 1,534.0 $55K 0.02% NEW $36.17 +5.6%
146 FBT FIRST TRUST 273.0 $55K 0.02% NEW $200.82 +6.0%
147 FEM FIRST TRUST 1,812.0 $54K 0.02% NEW $29.95 +8.9%
148 CVX CHEVRON CORP Energy 257.0 $53K 0.02% NEW $207.18 -7.6%
149 FJP FIRST TRUST 733.0 $53K 0.02% NEW $72.60 +4.9%
150 BAC BANK AMERICA Financial Services 1,080.0 $53K 0.02% NEW $48.75 +6.3%
151 IWD ISHARES RUSSELL 246.0 $53K 0.02% NEW $213.78 +10.5%
152 DON WISDOMTREE U S 1,000.0 $53K 0.02% NEW $52.54 +5.2%
153 AMGN AMGEN INC Healthcare 148.0 $52K 0.02% NEW $352.09 -3.6%
154 FFIV F5 INC Technology 171.0 $49K 0.02% NEW $289.32 +36.1%
155 TRP TC ENERGY Energy 780.0 $49K 0.02% NEW $62.62 +13.2%
156 IJJ ISHARES S&P 367.0 $49K 0.02% NEW $132.50 +6.4%
157 RSP INVESCO S&P 252.0 $48K 0.02% NEW $191.92 +7.6%
158 USRT ISHARES CORE 808.0 $48K 0.02% NEW $59.20 +10.6%
159 CDNS CADENCE DESIGN Technology 172.0 $48K 0.02% NEW $277.87 +34.4%
160 MDY SPDR S&P Financial Services 77.0 $48K 0.02% NEW $620.60 +8.1%
Page 8 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%