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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 11 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FNDA SCHWAB FUNDAMENTAL 2,815.0 $91K 0.03% NEW $32.42 +10.1%
202 DFAU DIMENSIONAL US 2,000.0 $90K 0.03% NEW $45.12 +13.6%
203 MU MICRON TECHNOLOGY INC Technology 264.0 $89K 0.03% NEW $337.86 +122.3%
204 SPEM STATE STREET 1,897.0 $89K 0.03% NEW $46.91 +9.5%
205 AOA ISHARES CORE 1,000.0 $88K 0.03% NEW $88.49 +9.3%
206 VMBS VANGUARD MORTGAGE 1,854.0 $87K 0.03% NEW $46.95 -0.8%
207 NRG NRG ENERGY Utilities 595.0 $87K 0.03% NEW $146.19 -5.8%
208 SCHW SCHWAB CHARLES Financial Services 920.0 $86K 0.03% NEW $93.96 -4.1%
209 ANET ARISTA NETWORKS Technology 693.0 $85K 0.03% NEW $122.78 +25.5%
210 VZ VERIZON COMMUNICATIONS Communication Services 1,690.0 $85K 0.03% NEW $50.19 -3.7%
211 UBER UBER TECHNOLOGIES Technology 1,167.0 $84K 0.03% NEW $71.93 -0.2%
212 ABAT AMERICAN BATTERY Basic Materials 30,000.0 $84K 0.03% $2.79 +15.8%
213 VEU VANGUARD FTSE 1,112.0 $84K 0.03% NEW $75.10 +9.8%
214 CGUI CAPITAL GROUP 3,300.0 $83K 0.03% NEW $25.28 +0.2%
215 ITW ILLINOIS TOOL Industrials 318.0 $83K 0.03% NEW $260.38 -3.1%
216 FDT FIRST TRUST 946.0 $82K 0.03% NEW $86.88 +11.7%
217 LGOV FIRST TRUST 3,797.0 $82K 0.03% NEW $21.57 -2.0%
218 BSX BOSTON SCIENTIFIC Healthcare 1,305.0 $82K 0.03% NEW $62.75 -7.9%
219 SIL GLOBAL X 905.0 $82K 0.03% NEW $90.08 -2.2%
220 FAAR FIRST TRUST 2,414.0 $81K 0.03% NEW $33.74 +0.6%
Page 11 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%