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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 19 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IREN IREN LTD Financial Services 785.0 $27K 0.01% NEW $34.28 +73.9%
362 HEFA ISHARES CURRENCY 626.0 $27K 0.01% NEW $42.50 +7.5%
363 IYR ISHARES U S 280.0 $26K 0.01% NEW $94.63 +9.0%
364 WEC WEC ENERGY Utilities 227.0 $26K 0.01% NEW $115.84 -1.9%
365 ISCB ISHARES MORNINGSTAR 400.0 $26K 0.01% NEW $65.09 +11.1%
366 TECK TECK RESOURCES Basic Materials 502.0 $26K 0.01% NEW $51.71 +25.8%
367 FNDE SCHWAB STRATEGIC TR 666.0 $25K 0.01% NEW $38.26 +7.7%
368 VTWO VANGUARD RUSSELL 254.0 $25K 0.01% NEW $100.17 +16.9%
369 AOK ISHARES CORE 635.0 $25K 0.01% NEW $39.89 +3.6%
370 EXPE EXPEDIA GROUP Consumer Cyclical 107.0 $25K 0.01% NEW $230.89 -4.0%
371 RWR STATE STREET 243.0 $25K 0.01% NEW $100.94 +10.8%
372 NUE NUCOR CORP Basic Materials 145.0 $24K 0.01% NEW $168.59 +42.1%
373 SCHB SCHWAB US 963.0 $24K 0.01% NEW $25.10 +15.1%
374 IDU ISHARES U S 206.0 $24K 0.01% NEW $116.33 -1.2%
375 MET METLIFE INC Financial Services 337.0 $24K 0.01% NEW $70.72 +17.6%
376 VRTX VERTEX PHARMACEUTICALS Healthcare 53.0 $24K 0.01% NEW $446.55 -2.1%
377 RTX RTX CORP Industrials 121.0 $23K 0.01% NEW $192.90 -7.7%
378 EW EDWARDS LIFESCIENCES Healthcare 288.0 $23K 0.01% NEW $80.08 +9.1%
379 GD GENERAL DYNAMICS Industrials 67.0 $23K 0.01% NEW $343.21 +0.5%
380 JBL JABIL INC Technology 86.0 $23K 0.01% NEW $266.50 +41.9%
Page 19 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%