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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 2 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AUSF GLOBAL X 103,598.0 $5.1M 1.23% +7K +6.7% $48.86 +6.2%
22 CLOI VANECK CLO 92,578.0 $4.9M 1.19% NEW $52.95 -0.0%
23 BINC ISHARES FLEXIBLE 84,604.0 $4.4M 1.07% +11K +15.0% $52.34 -0.5%
24 NVDA NVIDIA CORP Technology 22,413.0 $4.4M 1.07% +9K +64.1% $197.08 +14.4%
25 SPYM STATE STREET 50,136.0 $4.4M 1.07% $87.88 +3.0%
26 AAPL APPLE INC Technology 13,692.0 $4.1M 1.00% +8K +138.8% $301.12 +3.0%
27 IAU ISHARES GOLD Financial Services 52,041.0 $3.9M 0.95% +15K +38.7% $75.51 +13.8%
28 IUS INVESCO RAFI 59,091.0 $3.9M 0.94% $65.58 +6.4%
29 THRO ISHARES U S 89,036.0 $3.8M 0.93% -39K -30.3% $43.11 +1.5%
30 AMZN AMAZON COM Consumer Cyclical 15,129.0 $3.6M 0.86% +2K +17.1% $236.40 +8.9%
31 CGGR CAPITAL GROUP 73,195.0 $3.5M 0.84% -463.0 -0.6% $47.20 -0.1%
32 MUB iShares National Muni Bond ETF 31,326.0 $3.4M 0.81% +10K +45.2% $107.39 -1.8%
33 VTI VANGUARD TOTAL 8,876.0 $3.3M 0.80% -902.0 -9.2% $370.03 +2.5%
34 IAGG ISHARES CORE 61,790.0 $3.1M 0.76% -26K -29.2% $50.60 -1.5%
35 CGMS CAPITAL GROUP 113,724.0 $3.1M 0.75% +7K +6.1% $27.33 -0.3%
36 SPHQ INVESCO S&P 32,210.0 $2.9M 0.70% -72K -69.2% $90.10 -4.6%
37 SECT NORTHERN LTS FD TR IV 38,780.0 $2.8M 0.68% -524.0 -1.3% $72.06 +0.2%
38 EFV ISHARES MSCI 32,557.0 $2.5M 0.60% +2K +7.7% $76.55 +6.5%
39 SCHD SCHWAB US 75,881.0 $2.4M 0.58% -2K -2.6% $31.71 +9.6%
40 IEFA ISHARES CORE 23,939.0 $2.3M 0.56% -730.0 -3.0% $96.58 +4.0%
Page 2 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%