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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 10 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AGG ISHARES TR 1,834.0 $182K 0.04% $98.98 -1.2%
182 EWC iShares MSCI Canada ETF 3,049.0 $181K 0.04% NEW $59.29 +5.0%
183 GRMN GARMIN LTD Technology 740.0 $177K 0.04% +23.0 +3.2% $239.57 +21.0%
184 EUFN ISHARES MSCI 4,495.0 $175K 0.04% +4K +1628.8% $38.99 +8.2%
185 CSCO CISCO SYSTEMS Technology 1,545.0 $174K 0.04% +951.0 +160.1% $112.89 -0.7%
186 PM Philip Morris International Inc Consumer Defensive 899.0 $174K 0.04% +659.0 +274.6% $193.74 -1.7%
187 TMO Thermo Fisher Scientific Inc Healthcare 305.0 $174K 0.04% +177.0 +138.3% $570.55 +10.5%
188 GD General Dynamics Corp Industrials 488.0 $174K 0.04% +421.0 +628.4% $355.83 +6.8%
189 SCHF SCHWAB INTL 6,171.0 $171K 0.04% -1K -14.7% $27.70 +2.6%
190 IJK ISHARES S&P 1,439.0 $169K 0.04% $117.50 -1.6%
191 IYW ISHARES TECHNOLOGY 656.0 $166K 0.04% $252.37 +0.6%
192 BNDX VANGUARD TOTAL 3,452.0 $165K 0.04% +3K +3352.0% $47.83 -0.3%
193 FIIG FIRST TRUST 7,937.0 $164K 0.04% $20.71 -1.2%
194 FIXD FIRST TRUST 3,715.0 $162K 0.04% $43.60 -1.5%
195 VO VANGUARD MID 1,992.0 $160K 0.04% +1K +300.0% $80.57 +3.1%
196 EPP iShares MSCI Pacific ex Japan ETF 2,850.0 $160K 0.04% NEW $56.22 +2.9%
197 CGIC CAPITAL GROUP 4,400.0 $160K 0.04% +1K +46.7% $36.39 +2.0%
198 FMF FIRST TRUST 3,192.0 $160K 0.04% $50.11 +0.6%
199 BA BOEING COMPANY Industrials 732.0 $157K 0.04% +630.0 +617.6% $214.32 -2.1%
200 SPBO STATE STREET 5,397.0 $157K 0.04% +1K +32.9% $29.04 -1.7%
Page 10 of 55  ·  1,086 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%