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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 12 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VYM VANGUARD HIGH 546.0 $81K 0.03% NEW $148.14 +7.1%
222 FIRST TRUST 1,148.0 $81K 0.03% NEW $70.33
223 SCHA SCHWAB US 2,768.0 $81K 0.03% NEW $29.09 +14.6%
224 XLE STATE STREET 1,306.0 $80K 0.03% NEW $61.26 -2.9%
225 FEP FIRST TRUST 1,464.0 $80K 0.03% NEW $54.61 +7.7%
226 SYY SYSCO CORP Consumer Defensive 1,116.0 $80K 0.03% NEW $71.33 +7.0%
227 PLTR PALANTIR TECHNOLOGIES Technology 542.0 $79K 0.03% NEW $146.27 -6.4%
228 CSL CARLISLE COMPANIES Industrials 235.0 $78K 0.03% NEW $333.86 -0.0%
229 EEMV ISHARES MSCI 1,203.0 $78K 0.03% NEW $64.73 +12.1%
230 DLR DIGITAL REALTY Real Estate 429.0 $77K 0.03% NEW $180.01 +6.7%
231 IMCG ISHARES MORNINGSTAR 980.0 $77K 0.03% NEW $78.77 +16.0%
232 IXUS ISHARES CORE 877.0 $76K 0.03% NEW $86.61 +9.7%
233 CGSD CAPITAL GROUP 2,900.0 $75K 0.02% NEW $25.79 -0.0%
234 SO SOUTHERN COMPANY Utilities 772.0 $74K 0.02% NEW $96.48 -2.0%
235 SGDM SPROTT GOLD 977.0 $74K 0.02% NEW $75.49 -6.7%
236 GILD GILEAD SCIENCES Healthcare 529.0 $74K 0.02% NEW $139.27 -3.5%
237 DFAI DIMENSIONAL INTL 1,864.0 $73K 0.02% NEW $38.96 +6.6%
238 T AT&T INC Communication Services 2,502.0 $73K 0.02% NEW $28.99 -12.9%
239 EMXC ISHARES MSCI 917.0 $72K 0.02% NEW $78.69 +21.5%
240 SDY STATE STREET 488.0 $71K 0.02% NEW $146.08 +2.7%
Page 12 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%