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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 17 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IWC ISHARES MICROCAP 233.0 $37K 0.01% NEW $159.56 +19.9%
322 SPFF GLOBAL X 4,129.0 $37K 0.01% NEW $8.89 +7.3%
323 IWR ISHARES RUSSELL 377.0 $37K 0.01% NEW $97.19 +10.3%
324 ORCL ORACLE CORP Technology 247.0 $36K 0.01% NEW $147.11 +32.2%
325 HR HEALTHCARE REALTY Real Estate 2,131.0 $36K 0.01% NEW $16.99 +20.4%
326 MRK MERCK & COMPANY Healthcare 296.0 $36K 0.01% NEW $120.29 +0.4%
327 REM ISHARES MORTGAGE 1,658.0 $36K 0.01% NEW $21.47 +1.8%
328 ISPY PROSHARES S&P 816.0 $35K 0.01% NEW $43.37 +12.2%
329 DFUV DIMENSIONAL US 719.0 $35K 0.01% NEW $48.47 +10.8%
330 ILCG ISHARES MORNINGSTAR 355.0 $34K 0.01% NEW $95.48 +22.6%
331 TSCO TRACTOR SUPPLY Consumer Cyclical 746.0 $34K 0.01% NEW $45.27 -33.9%
332 PEP PEPSICO INC Consumer Defensive 214.0 $33K 0.01% NEW $155.30 -5.3%
333 PEN PENUMBRA INC Healthcare 100.0 $33K 0.01% NEW $328.37 +0.4%
334 XLV STATE STREET 223.0 $33K 0.01% NEW $146.82 +1.5%
335 CIFR CIPHER DIGITAL Financial Services 2,477.0 $32K 0.01% NEW $12.87 +82.8%
336 SCHO SCHWAB SHORT 1,308.0 $32K 0.01% NEW $24.27 -0.5%
337 BBIN JPMORGAN BETABUILDERS 433.0 $32K 0.01% NEW $73.14 +8.0%
338 DIA STATE STREET Financial Services 68.0 $32K 0.01% NEW $464.53 +8.9%
339 CMG CHIPOTLE MEXICAN Consumer Cyclical 984.0 $31K 0.01% NEW $32.01 +0.6%
340 ULST STATE STREET 771.0 $31K 0.01% NEW $40.50 -0.1%
Page 17 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%