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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 11 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 COF CAPITAL ONE Financial Services 740.0 $154K 0.04% +655.0 +770.6% $208.16 +4.1%
202 WMB Williams Cos Inc/The Energy 2,124.0 $153K 0.04% +1K +123.6% $71.93 +3.1%
203 DVY iShares Select Dividend ETF 937.0 $150K 0.04% +527.0 +128.5% $160.43 +2.1%
204 STX SEAGATE TECHNOLOGY Technology 186.0 $150K 0.04% +141.0 +313.3% $807.56 +4.9%
205 CARR CARRIER GLOBAL Industrials 2,028.0 $149K 0.04% $73.33 -19.8%
206 RCL ROYAL CARIBBEAN Consumer Cyclical 467.0 $149K 0.04% -64.0 -12.1% $318.43 -10.6%
207 LQD iShares iBoxx USD Investment Grade Corporate Bond ETF 1,392.0 $148K 0.04% +1K +2576.9% $106.33 +0.4%
208 ILCB ISHARES MORNINGSTAR 1,425.0 $148K 0.04% -8.0 -0.6% $103.65 +3.2%
209 EWU iShares MSCI United Kingdom ETF 3,081.0 $148K 0.04% NEW $47.90 +1.5%
210 HYG iShares iBoxx USD High Yield Corporate Bond ETF 1,818.0 $144K 0.04% +1K +228.8% $79.46 +0.5%
211 APH AMPHENOL CORP Technology 860.0 $144K 0.04% +685.0 +391.4% $167.73 -3.8%
212 NEE NEXTERA ENERGY Utilities 1,627.0 $144K 0.04% +1K +730.1% $88.41 -5.6%
213 OEF ISHARES S&P 393.0 $144K 0.04% -457.0 -53.8% $365.63 +4.2%
214 EWJ iShares MSCI Japan ETF 1,604.0 $143K 0.04% NEW $89.35 +7.3%
215 BSX Boston Scientific Corp Healthcare 3,178.0 $142K 0.03% +2K +143.5% $44.70 +4.4%
216 VWO Vanguard FTSE Emerging Markets ETF 2,428.0 $141K 0.03% +1K +110.6% $58.18 +4.9%
217 TMAT NORTHERN LTS FD TR IV 4,465.0 $140K 0.03% -63.0 -1.4% $31.43 -5.9%
218 HGER HARBOR COMMODITY 4,738.0 $139K 0.03% $29.34 +18.8%
219 DFAU DIMENSIONAL US 2,628.0 $135K 0.03% +628.0 +31.4% $51.45 +3.6%
220 BTI British American Tobacco PLC Consumer Defensive 2,153.0 $133K 0.03% +147.0 +7.3% $61.85 -9.0%
Page 11 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%