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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 14 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SCHO Schwab Short-Term U.S. Treasury ETF 4,263.0 $103K 0.03% +3K +225.9% $24.11 -0.1%
262 ROST Ross Stores Inc Consumer Cyclical 426.0 $101K 0.02% +242.0 +131.5% $236.01 -3.2%
263 ITOT ISHARES CORE 612.0 $100K 0.02% -112.0 -15.5% $164.18 +2.6%
264 DUK DUKE ENERGY Utilities 784.0 $100K 0.02% +327.0 +71.5% $127.63 -5.8%
265 TT TRANE TECHNOLOGIES Industrials 214.0 $99K 0.02% +140.0 +189.2% $461.73 -2.8%
266 MINT PIMCO EHNANCED 973.0 $98K 0.02% -26.0 -2.6% $100.78 -0.0%
267 CSX CSX Corp Industrials 1,935.0 $98K 0.02% +2K +2124.1% $50.65 +1.2%
268 AOA ISHARES CORE 1,000.0 $98K 0.02% $97.60 +1.6%
269 NOW SERVICENOW INC Technology 928.0 $97K 0.02% +377.0 +68.4% $104.25 +38.8%
270 Fedex Freight Holding Co Inc 639.0 $96K 0.02% NEW $150.93
271 IMCG ISHARES MORNINGSTAR 980.0 $96K 0.02% $98.30 -0.9%
272 SO Southern Co/The Utilities 1,002.0 $96K 0.02% +230.0 +29.8% $95.78 -7.9%
273 SYK Stryker CORP Healthcare 273.0 $96K 0.02% +264.0 +2933.3% $351.02 -5.8%
274 MRK MERCK & COMPANY Healthcare 738.0 $96K 0.02% +442.0 +149.3% $129.77 +14.3%
275 PEP PepsiCo Inc Consumer Defensive 658.0 $94K 0.02% +444.0 +207.5% $143.27 -1.5%
276 LIN LINDE PLC Basic Materials 184.0 $94K 0.02% +169.0 +1126.7% $511.51 -4.3%
277 CTAS Cintas Corp Industrials 448.0 $94K 0.02% +379.0 +549.3% $209.90 -2.7%
278 EMXC ISHARES MSCI 919.0 $94K 0.02% $102.27 -4.0%
279 UBER UBER TECHNOLOGIES Technology 1,305.0 $94K 0.02% +138.0 +11.8% $72.01 +9.5%
280 VEU VANGUARD FTSE 1,112.0 $93K 0.02% $83.75 +2.0%
Page 14 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%