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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 15 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SPACE EXPLORATION 555.0 $92K 0.02% NEW $166.45
282 HR HEALTHCARE REALTY Real Estate 4,506.0 $91K 0.02% +2K +111.5% $20.17 -5.9%
283 EEMV ISHARES MSCI 1,203.0 $91K 0.02% $75.28 +0.6%
284 SPEM STATE STREET 1,733.0 $90K 0.02% -164.0 -8.7% $51.78 +1.9%
285 FDT FIRST TRUST 946.0 $90K 0.02% $94.63 +1.7%
286 EMB iShares J.P. Morgan USD Emerging Markets Bond ETF 939.0 $89K 0.02% NEW $94.56 +0.3%
287 ORCL ORACLE CORP Technology 704.0 $89K 0.02% +457.0 +185.0% $125.97 +19.7%
288 QQEW FIRST TRUST 553.0 $88K 0.02% $159.60 +3.7%
289 ITW Illinois Tool Works Inc Industrials 324.0 $88K 0.02% +6.0 +1.9% $272.10 +2.9%
290 CGGE CAPITAL GROUP 2,500.0 $88K 0.02% +2K +257.1% $35.24 +0.4%
291 VGT VANGUARD INFORMATION 736.0 $88K 0.02% +644.0 +700.0% $119.52 +0.5%
292 HLT HILTON WORLDWIDE Consumer Cyclical 267.0 $88K 0.02% +64.0 +31.5% $328.57 -2.0%
293 NEM Newmont Corp Basic Materials 935.0 $87K 0.02% +421.0 +81.9% $93.18 +37.4%
294 VMBS VANGUARD MORTGAGE 1,854.0 $87K 0.02% $46.81 -1.3%
295 CSL CARLISLE COMPANIES Industrials 235.0 $85K 0.02% $363.02 -1.8%
296 ABAT AMERICAN BATTERY Basic Materials 30,000.0 $85K 0.02% $2.83 -9.2%
297 FIRST TRUST 1,148.0 $85K 0.02% $73.77
298 IXUS ISHARES CORE 877.0 $84K 0.02% $95.48 +2.3%
299 FEP FIRST TRUST 1,464.0 $84K 0.02% $57.05 +5.8%
300 CGUI CAPITAL GROUP 3,300.0 $83K 0.02% $25.28 +0.4%
Page 15 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%