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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 13 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ENTERGY CORP 1,038.0 $113K 0.03% +874.0 +532.9% $108.88
242 FTGS FIRST TRUST 3,048.0 $113K 0.03% $37.00 +7.3%
243 OKE ONEOK Inc Energy 1,254.0 $109K 0.03% +107.0 +9.3% $87.17 +9.1%
244 FSIG FIRST TRUST 5,782.0 $109K 0.03% $18.85 -0.4%
245 AFL AFLAC INC Financial Services 918.0 $108K 0.03% -155.0 -14.4% $118.03 -1.1%
246 SCHW Charles Schwab Corp/The Financial Services 1,136.0 $108K 0.03% +216.0 +23.5% $95.20 +16.0%
247 SPHY State Street SPDR Portfolio High Yield Bond ETF 4,663.0 $108K 0.03% NEW $23.19 +0.6%
248 LOW Lowe's Cos Inc Consumer Cyclical 490.0 $108K 0.03% +33.0 +7.2% $220.09 -5.6%
249 XLF STATE STREET 1,999.0 $107K 0.03% -3K -57.2% $53.61 +8.9%
250 XOM EXXON MOBIL Energy 782.0 $107K 0.03% +17.0 +2.2% $136.71 +14.2%
251 HYD VanEck High Yield Muni ETF 2,116.0 $106K 0.03% +2K +10000.0% $50.33 -0.3%
252 VGIT VANGUARD INTERMEDIATE 1,795.0 $106K 0.03% $58.98 -1.1%
253 ICSH ISHARES ULTRA 2,092.0 $106K 0.03% +2K +10000.0% $50.53 +0.1%
254 AFLG FIRST TRUST 2,413.0 $105K 0.03% $43.41 +4.1%
255 TMUS T-Mobile US INC Communication Services 581.0 $105K 0.03% +308.0 +112.8% $180.10 -0.3%
256 CLIP Global X 1-3 Month T-Bill ETF 1,040.0 $104K 0.03% NEW $100.34 +0.0%
257 IBM International Business Machines Corp Technology 444.0 $104K 0.03% +356.0 +404.6% $234.58 +1.3%
258 IWR iShares Russell Mid-Cap ETF 947.0 $104K 0.03% +570.0 +151.2% $109.90 +2.8%
259 PH Parker Hannifin Corp Industrials 109.0 $104K 0.03% +87.0 +395.4% $954.05 +4.2%
260 VYM Vanguard High Dividend Yield ETF 653.0 $104K 0.03% +107.0 +19.6% $158.88 +3.7%
Page 13 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%