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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 10 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BTI BRITISH AMERN Consumer Defensive 2,006.0 $117K 0.04% NEW $58.48 +11.8%
182 CARR CARRIER GLOBAL Industrials 2,025.0 $114K 0.04% NEW $56.31 +12.1%
183 BUYW NORTHERN LTS FD TR IV 8,091.0 $114K 0.04% NEW $14.08 +2.6%
184 FSK FS KKR Financial Services 11,189.0 $114K 0.04% $10.18 +5.9%
185 GE GE AEROSPACE Industrials 399.0 $113K 0.04% NEW $283.80 +6.7%
186 FTA FIRST TRUST 1,189.0 $110K 0.04% NEW $92.31 +2.8%
187 FSIG FIRST TRUST 5,782.0 $110K 0.04% NEW $18.94 -0.5%
188 LOW LOWES COMPANIES Consumer Cyclical 457.0 $108K 0.04% NEW $236.36 -9.0%
189 VBR VANGUARD SMALL 494.0 $107K 0.04% NEW $217.25 +7.1%
190 GLW CORNING INC Technology 789.0 $107K 0.04% NEW $135.97 +42.7%
191 VGIT VANGUARD INTERMEDIATE 1,795.0 $107K 0.04% NEW $59.55 -1.4%
192 TSM TAIWAN SEMICONDUCTOR Technology 311.0 $105K 0.03% NEW $338.36 +19.6%
193 TMAT NORTHERN LTS FD TR IV 4,528.0 $105K 0.03% NEW $23.19 +23.4%
194 FTGS FIRST TRUST 3,048.0 $104K 0.03% NEW $34.05 +7.9%
195 OKE ONEOK INC Energy 1,147.0 $104K 0.03% NEW $90.38 +4.0%
196 ITOT ISHARES CORE 724.0 $103K 0.03% NEW $142.43 +14.4%
197 MINT PIMCO EHNANCED 999.0 $101K 0.03% NEW $100.65 +0.0%
198 CGIC CAPITAL GROUP 3,000.0 $99K 0.03% NEW $33.11 +8.9%
199 HYGW ISHARES HIGH 3,198.0 $94K 0.03% -4K -55.9% $29.50 -1.5%
200 AFLG FIRST TRUST 2,413.0 $93K 0.03% NEW $38.57 +12.9%
Page 10 of 46  ·  911 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%