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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 8 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HIG Hartford Insurance Group Inc/The Financial Services 1.0 $146.0 -8.0 -88.9% $146.00 -6.3%
142 INCY Incyte Corp Healthcare 1.0 $127.0 -6.0 -85.7% $127.00 -0.6%
143 FOXA FOX CORP Communication Services 2.0 $104.0 -12.0 -85.7% $52.00 +33.2%
144 KEY KeyCorp Financial Services 4.0 $89.0 -137.0 -97.2% $22.25 -1.9%
145 XEL Xcel Energy Inc Utilities 1.0 $79.0 -117.0 -99.2% $79.00 -2.7%
Page 8 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%