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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 18 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FNF FIDELITY NATIONAL Financial Services 669.0 $31K 0.01% NEW $46.38 +4.3%
342 SPSB STATE STREET 1,030.0 $31K 0.01% NEW $30.07 -0.2%
343 TT TRANE TECHNOLOGIES Industrials 74.0 $31K 0.01% NEW $416.73 +10.4%
344 AEE AMEREN CORP Utilities 279.0 $31K 0.01% NEW $109.92 +1.3%
345 EFA ISHARES MSCI 315.0 $31K 0.01% NEW $96.99 +8.1%
346 AVEM AVANTIS EMERGING 371.0 $30K 0.01% NEW $80.58 +19.8%
347 ABT ABBOTT LABORATORIES Healthcare 290.0 $30K 0.01% NEW $102.78 -15.7%
348 VONV VANGUARD RUSSELL 315.0 $30K 0.01% NEW $93.77 +11.4%
349 DASH DOORDASH INC Communication Services 195.0 $29K 0.01% NEW $150.15 +3.3%
350 NOC NORTHROP GRUMMAN Industrials 42.0 $29K 0.01% NEW $686.05 -18.8%
351 SCHX SCHWAB STRATEGIC TR 1,118.0 $29K 0.01% NEW $25.62 +15.0%
352 FAST FASTENAL CO Industrials 614.0 $28K 0.01% NEW $46.39 -4.5%
353 SHW SHERWIN WILLIAMS Basic Materials 88.0 $28K 0.01% NEW $320.56 -2.9%
354 ANNALY CAPITAL 1,330.0 $28K 0.01% NEW $21.15
355 FE FIRSTENERGY CORP Utilities 546.0 $28K 0.01% NEW $50.64 -7.6%
356 CBOE CBOE GLOBAL Financial Services 98.0 $28K 0.01% NEW $281.07 +26.4%
357 IVVW ISHARES TR 629.0 $27K 0.01% NEW $43.66 +2.5%
358 EQIX EQUINIX INC Real Estate 28.0 $27K 0.01% NEW $980.21 +10.6%
359 INTL NORTHERN LTS FD TR IV 967.0 $27K 0.01% NEW $28.37 +9.4%
360 EPR EPR PROPERTIES Real Estate 544.0 $27K 0.01% NEW $49.96 +18.5%
Page 18 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%