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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 14 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DJD INVESCO DOW 1,000.0 $60K 0.02% NEW $59.74 +5.1%
262 FYX FIRST TRUST 500.0 $60K 0.02% NEW $119.35 +11.3%
263 XLY STATE STREET 542.0 $59K 0.02% NEW $108.98 +9.4%
264 HDB HDFC BANK Financial Services 2,336.0 $58K 0.02% NEW $24.88 -0.6%
265 LEU CENTRUS ENERGY Energy 334.0 $58K 0.02% NEW $173.59 +3.3%
266 NOW SERVICENOW INC Technology 551.0 $58K 0.02% NEW $104.55 -2.3%
267 TMUS T-MOBILE US Communication Services 273.0 $57K 0.02% NEW $209.99 -8.8%
268 VDC VANGUARD CONSUMER 255.0 $57K 0.02% NEW $224.59 +2.3%
269 DGRO ISHARES CORE 809.0 $57K 0.02% NEW $70.16 +6.7%
270 LRCX LAM RESEARCH Technology 261.0 $56K 0.02% NEW $214.00 +42.7%
271 XLB STATE STREET 1,117.0 $56K 0.02% NEW $49.97 +0.6%
272 NEM NEWMONT CORP Basic Materials 514.0 $56K 0.02% NEW $108.35 -0.7%
273 FTXO FIRST TRUST 1,534.0 $55K 0.02% NEW $36.17 +5.6%
274 FBT FIRST TRUST 273.0 $55K 0.02% NEW $200.82 +6.0%
275 FEM FIRST TRUST 1,812.0 $54K 0.02% NEW $29.95 +8.9%
276 CVX CHEVRON CORP Energy 257.0 $53K 0.02% NEW $207.18 -7.6%
277 FJP FIRST TRUST 733.0 $53K 0.02% NEW $72.60 +4.9%
278 BAC BANK AMERICA Financial Services 1,080.0 $53K 0.02% NEW $48.75 +6.3%
279 IWD ISHARES RUSSELL 246.0 $53K 0.02% NEW $213.78 +10.5%
280 DON WISDOMTREE U S 1,000.0 $53K 0.02% NEW $52.54 +5.2%
Page 14 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%