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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 16 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SCHG SCHWAB US 1,469.0 $43K 0.01% NEW $29.13 +18.3%
302 BLK BLACKROCK FDG Financial Services 44.0 $42K 0.01% NEW $964.95 +11.2%
303 EMR EMERSON ELECTRIC Industrials 324.0 $42K 0.01% NEW $131.02 +5.9%
304 SPMD STATE STREET 711.0 $42K 0.01% NEW $59.25 +10.0%
305 IXN ISHARES GLOBAL 421.0 $42K 0.01% NEW $99.97 +38.7%
306 FCPT FOUR CORNERS Real Estate 1,770.0 $42K 0.01% NEW $23.65 +7.0%
307 MNST MONSTER BEVERAGE Consumer Defensive 571.0 $41K 0.01% NEW $72.46 +20.3%
308 HCA HCA HEALTHCARE Healthcare 86.0 $41K 0.01% NEW $473.33 -17.3%
309 FNDX SCHWAB STRATEGIC TR 1,458.0 $41K 0.01% NEW $27.85 +11.0%
310 EME EMCOR GROUP Industrials 54.0 $40K 0.01% NEW $740.28 +16.4%
311 ROST ROSS STORES Consumer Cyclical 184.0 $40K 0.01% NEW $217.13 +7.9%
312 INTC INTEL CORP Technology 902.0 $40K 0.01% NEW $44.13 +174.8%
313 JGRO JPMORGAN ACTIVE 470.0 $40K 0.01% NEW $84.59 +15.5%
314 PM PHILIP MORRIS Consumer Defensive 240.0 $40K 0.01% NEW $165.05 +11.4%
315 PFE PFIZER INC Healthcare 1,384.0 $39K 0.01% NEW $28.09 -7.9%
316 PFF ISHARES PFD 1,276.0 $39K 0.01% NEW $30.32 +3.2%
317 MA MASTERCARD INC Financial Services 77.0 $38K 0.01% NEW $499.66 -1.4%
318 HON HONEYWELL INTL Industrials 169.0 $38K 0.01% NEW $226.56 +2.4%
319 TJX TJX COS Consumer Cyclical 239.0 $38K 0.01% NEW $159.71 -0.6%
320 WM WASTE MANAGEMENT Industrials 164.0 $38K 0.01% NEW $229.79 -6.0%
Page 16 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%