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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 12 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NFLX NETFLIX INC Communication Services 1,845.0 $133K 0.03% +151.0 +8.9% $72.00 +14.2%
222 PWR Quanta Services Inc Industrials 229.0 $132K 0.03% +197.0 +615.6% $578.48 +6.3%
223 EOG EOG RESOURCES Energy 926.0 $132K 0.03% +810.0 +698.3% $142.05 +1.3%
224 IGRO ISHARES INTL 1,493.0 $131K 0.03% -238.0 -13.8% $87.90 +5.5%
225 IUSG ISHARES S&P 695.0 $131K 0.03% -307.0 -30.6% $188.04 +2.8%
226 BAC BANK AMERICA Financial Services 2,188.0 $131K 0.03% +1K +102.6% $59.71 +4.6%
227 VZ VERIZON COMMUNICATIONS Communication Services 2,884.0 $129K 0.03% +1K +70.7% $44.57 +12.1%
228 IYY ISHARES DOW 700.0 $128K 0.03% -450.0 -39.1% $182.28 +3.6%
229 NTSX WISDOMTREE U S 2,121.0 $125K 0.03% -498.0 -19.0% $59.06 +2.6%
230 GEV GE VERNOVA Utilities 135.0 $124K 0.03% +118.0 +694.1% $920.62 +0.9%
231 VRTX VERTEX PHARMACEUTICALS Healthcare 255.0 $124K 0.03% +202.0 +381.1% $486.06 +12.0%
232 PANW Palo Alto Networks Inc Technology 373.0 $123K 0.03% -40.0 -9.7% $330.86 +12.4%
233 C Citigroup Inc Financial Services 957.0 $123K 0.03% +845.0 +754.5% $128.47 +3.6%
234 FSK FS KKR Financial Services 11,547.0 $121K 0.03% +358.0 +3.2% $10.50 +16.9%
235 AVUV AVANTIS U S 941.0 $117K 0.03% -693.0 -42.4% $124.77 +1.1%
236 BUYW NORTHERN LTS FD TR IV 8,060.0 $116K 0.03% $14.45 +1.0%
237 SCHA Schwab US Small-Cap ETF 3,300.0 $116K 0.03% +532.0 +19.2% $35.02 -1.3%
238 QLTA ISHARES AAA 2,431.0 $116K 0.03% -4K -61.9% $47.51 -1.9%
239 FTA FIRST TRUST 1,189.0 $115K 0.03% $96.76 +7.1%
240 SLYG STATE STREET 960.0 $114K 0.03% -758.0 -44.1% $119.15 -3.4%
Page 12 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%