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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 20 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SCHI SCHWAB STRATEGIC TR 1,000.0 $23K 0.01% NEW $22.68 -0.2%
382 KEYS KEYSIGHT TECHNOLOGIES Technology 80.0 $23K 0.01% NEW $282.38 +22.4%
383 VNQ VANGUARD REAL 254.0 $23K 0.01% NEW $88.70 +9.9%
384 BLOK AMPLIFY ETF TR 451.0 $22K 0.01% NEW $49.83 +30.8%
385 DTE DTE ENERGY Utilities 153.0 $22K 0.01% NEW $146.22 -1.2%
386 KR KROGER CO Consumer Defensive 306.0 $22K 0.01% NEW $72.44 -10.1%
387 SPYD STATE STREET 487.0 $22K 0.01% NEW $45.51 +5.3%
388 APH AMPHENOL CORP Technology 175.0 $22K 0.01% NEW $126.35 +11.7%
389 NSC NORFOLK SOUTHERN Industrials 77.0 $22K 0.01% NEW $287.00 +13.0%
390 KLAC KLA CORP Technology 15.0 $22K 0.01% NEW $1472.33 +33.5%
391 QUAL ISHARES MSCI 115.0 $22K 0.01% NEW $191.81 +12.2%
392 RDVI FIRST TRUST 856.0 $22K 0.01% NEW $25.55 +8.1%
393 DKNG DRAFTKINGS INC Consumer Cyclical 1,000.0 $22K 0.01% NEW $21.62 +16.1%
394 COWZ PACER US 346.0 $22K 0.01% NEW $62.47 +3.0%
395 PRU PRUDENTIAL FINANCIAL Financial Services 220.0 $21K 0.01% NEW $97.69 +4.5%
396 CGGE CAPITAL GROUP 700.0 $21K 0.01% NEW $30.50 +12.5%
397 IBM INTL BUSINESS Technology 88.0 $21K 0.01% NEW $242.40 +5.4%
398 BX BLACKSTONE INC Financial Services 185.0 $21K 0.01% NEW $114.99 +2.8%
399 BBUS JPMORGAN BETABUILDERS 181.0 $21K 0.01% NEW $117.18 +15.3%
400 XME STATE STREET 191.0 $21K 0.01% NEW $108.01 +13.6%
Page 20 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%