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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 18 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LMT Lockheed Martin Corp Industrials 111.0 $63K 0.01% +103.0 +1287.5% $569.20 -0.9%
342 XAR STATE STREER 221.0 $63K 0.01% NEW $283.79 -7.8%
343 CINF Cincinnati Financial Corp Financial Services 343.0 $62K 0.01% +288.0 +523.6% $181.94 -5.5%
344 SCHX Schwab US Large-Cap ETF 2,166.0 $62K 0.01% +1K +93.7% $28.81 +5.3%
345 SLB SLB Ltd Energy 1,327.0 $62K 0.01% +440.0 +49.6% $46.93 +22.2%
346 DGRO ISHARES CORE 811.0 $61K 0.01% $75.81 +4.7%
347 SGDM SPROTT GOLD 977.0 $61K 0.01% $62.87 +31.9%
348 HDB HDFC BANK Financial Services 2,364.0 $61K 0.01% +28.0 +1.2% $25.81 -10.6%
349 CIFR CIPHER DIGITAL Financial Services 2,477.0 $61K 0.01% $24.50 -38.1%
350 XLI STATE STREET 323.0 $60K 0.01% -92.0 -22.2% $185.26 -4.4%
351 IWD ISHARES RUSSELL 247.0 $60K 0.01% $242.26 +6.6%
352 PFE Pfizer Inc Healthcare 2,409.0 $59K 0.01% +1K +74.1% $24.59 +13.7%
353 ICVT ISHARES CONV 479.0 $58K 0.01% -5K -91.4% $121.66 -6.1%
354 FEM FIRST TRUST 1,812.0 $58K 0.01% $31.98 +3.2%
355 VDC VANGUARD CONSUMER 255.0 $58K 0.01% $225.49 +2.2%
356 QQQM INVESCO NASDAQ 189.0 $57K 0.01% $302.97 -2.6%
357 RF REGIONS FINANCIAL Financial Services 1,859.0 $57K 0.01% +1K +268.9% $30.77 -1.4%
358 AMAT APPLIED MATERIALS Technology 112.0 $57K 0.01% +56.0 +100.0% $508.09 -9.1%
359 DON WISDOMTREE U S 1,000.0 $57K 0.01% $56.52 +2.2%
360 NI NISOURCE INC Utilities 1,242.0 $56K 0.01% +985.0 +383.3% $45.34 -10.5%
Page 18 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%