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Portfolio (Quarterly) Guide ↗

Synergy Investment Management, LLC

· CIK 0002053786
13F Portfolio $413M AUM 1,642 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 293 New 440 Added 145 Reduced 118 Exited
Page 2 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XMLV INVESCO S&P 7,087.0 $470K 0.11% -973.0 -12.1% $66.33 +1.6%
22 CLOA ISHARES AAA 8,863.0 $460K 0.11% -497.0 -5.3% $51.91 +0.1%
23 FMHI FIRST TRUST 9,305.0 $451K 0.11% -2K -19.6% $48.49 -2.3%
24 FTCS FIRST TRUST 4,681.0 $440K 0.11% -37.0 -0.8% $93.92 +7.3%
25 SLV ISHARES SILVER Financial Services 7,910.0 $423K 0.10% -95.0 -1.2% $53.47 +15.2%
26 MRVL Marvell Technology Inc Technology 1,388.0 $404K 0.10% -186.0 -11.8% $291.21 -16.0%
27 SPTM STATE STREET 4,397.0 $399K 0.10% -92.0 -2.0% $90.80 +2.7%
28 MBB iShares MBS ETF 3,758.0 $355K 0.09% -32.0 -0.8% $94.44 -0.9%
29 SPTS SPDR SERIES TRUST 11,713.0 $340K 0.08% -166K -93.4% $29.01 -0.1%
30 AVDV AVANTIS INTL 2,908.0 $300K 0.07% -370.0 -11.3% $103.05 +9.2%
31 TDIV FIRST TRUST 2,571.0 $295K 0.07% -100.0 -3.7% $114.88 +0.8%
32 SPDW STATE STREET 5,541.0 $279K 0.07% -60.0 -1.1% $50.39 +2.9%
33 GLD SPDR GOLD Financial Services 752.0 $277K 0.07% -14.0 -1.8% $368.38 +13.8%
34 ITA ISHARES AEROSPACE 1,116.0 $271K 0.07% -400.0 -26.4% $242.42 -3.6%
35 EELV INVESCO S&P 9,005.0 $250K 0.06% -1K -11.5% $27.80 +4.1%
36 CIBR FIRST TRUST 2,753.0 $247K 0.06% -100.0 -3.5% $89.84 +11.1%
37 BLUEROCK PRIVATE 17,970.0 $234K 0.06% -2K -11.6% $13.01
38 NTAP NETAPP INC Technology 1,434.0 $222K 0.05% -23.0 -1.6% $154.79 +23.2%
39 IWV ISHARES RUSSELL 518.0 $221K 0.05% -9.0 -1.7% $426.40 +2.7%
40 VGSH VANGUARD SHORT 3,775.0 $220K 0.05% -2K -31.6% $58.21 -0.1%
Page 2 of 8  ·  145 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
Technology 32.8%
Financial Services 21.6%
Consumer Cyclical 12.2%
Healthcare 9.1%
Industrials 7.4%
Communication Services 7.1%
Consumer Defensive 3.9%
Utilities 2.0%
Energy 2.0%
Real Estate 1.1%