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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 16 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SYSB ISHARES SYSTEMATIC 925.0 $82K 0.02% -9K -90.7% $88.75 -1.6%
302 VWOB Vanguard Emerging Markets Government Bond ETF 1,248.0 $82K 0.02% NEW $65.74 +0.4%
303 LGOV FIRST TRUST 3,797.0 $81K 0.02% $21.40 -2.0%
304 CDNS Cadence Design Systems INC Technology 217.0 $80K 0.02% +45.0 +26.2% $367.28 -7.3%
305 CB CHUBB LTD Financial Services 219.0 $79K 0.02% +187.0 +584.4% $360.16 -5.6%
306 NOC Northrop Grumman Corp Industrials 149.0 $79K 0.02% +107.0 +254.8% $529.28 +3.1%
307 IQVIA HOLDINGS 318.0 $78K 0.02% +317.0 +10000.0% $246.53
308 FNDA SCHWAB FUNDAMENTAL 2,054.0 $78K 0.02% -761.0 -27.0% $38.06 -1.9%
309 AEP American Electric Power Co Inc Utilities 603.0 $78K 0.02% +592.0 +5381.8% $129.40 -5.5%
310 CFG Citizens Financial Group Inc Financial Services 1,098.0 $78K 0.02% +800.0 +268.5% $71.04 -1.9%
311 USMV iShares MSCI USA Min Vol Factor ETF 792.0 $78K 0.02% NEW $98.35 +3.4%
312 DFAI DIMENSIONAL INTL 1,867.0 $77K 0.02% $41.26 +4.6%
313 AMGN AMGEN INC Healthcare 206.0 $77K 0.02% +58.0 +39.2% $373.11 +15.9%
314 EQIX EQUINIX INC Real Estate 75.0 $76K 0.02% +47.0 +167.9% $1018.56 +2.5%
315 FAAR FIRST TRUST 2,414.0 $76K 0.02% $31.61 -2.8%
316 SEIV SEI QiM U.S. Large Cap Value Active ETF 1,555.0 $76K 0.02% NEW $48.98 +3.8%
317 SYY Sysco Corp Consumer Defensive 904.0 $76K 0.02% -212.0 -19.0% $84.09 -2.6%
318 DLR Digital Realty Trust INC Real Estate 417.0 $75K 0.02% -12.0 -2.8% $179.93 +3.1%
319 CGSD CAPITAL GROUP 2,900.0 $75K 0.02% $25.73 -0.1%
320 SDY STATE STREET 489.0 $74K 0.02% $152.26 +3.4%
Page 16 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%