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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 21 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BA BOEING COMPANY Industrials 102.0 $20K 0.01% NEW $199.04 +9.9%
402 A AGILENT TECHNOLOGIES Healthcare 178.0 $20K 0.01% NEW $113.74 +1.5%
403 CCL CARNIVAL CORP Consumer Cyclical 780.0 $20K 0.01% NEW $25.88 +3.1%
404 DHS WISDOMTREE U S 182.0 $20K 0.01% NEW $109.22 +3.2%
405 TLT ISHARES 20 229.0 $20K 0.01% NEW $86.76 -2.0%
406 SCHWAB STRATEGIC TR 777.0 $20K 0.01% NEW $25.55
407 PH PARKER-HANNIFIN CORP Industrials 22.0 $20K 0.01% NEW $898.95 -3.8%
408 COP CONOCOPHILLIPS Energy 149.0 $20K 0.01% NEW $132.00 -11.8%
409 WFC WELLS FARGO Financial Services 247.0 $20K 0.01% NEW $79.61 -3.1%
410 USFR WISDOMTREE FLOATING 386.0 $19K 0.01% -10K -96.4% $50.36 -0.1%
411 AMAT APPLIED MATERIALS Technology 56.0 $19K 0.01% NEW $341.80 +32.8%
412 SBUX STARBUCKS CORP Consumer Cyclical 212.0 $19K 0.01% NEW $89.67 +12.8%
413 ADSK AUTODESK INC Technology 79.0 $19K 0.01% NEW $239.38 -0.1%
414 IYH ISHARES U S 304.0 $19K 0.01% NEW $61.64 +1.6%
415 VNQI VANGUARD GLOBAL 420.0 $19K 0.01% NEW $44.45 +3.3%
416 EPRF INNOVATOR S&P 1,118.0 $19K 0.01% NEW $16.59 +2.6%
417 ENTERGY CORP 164.0 $18K 0.01% NEW $112.36
418 SCHR SCHWAB STRATEGIC TR 734.0 $18K 0.01% NEW $24.91 -1.1%
419 GSLC GOLDMAN SACHS 146.0 $18K 0.01% NEW $125.13 +13.7%
420 NEE NEXTERA ENERGY Utilities 196.0 $18K 0.01% NEW $92.78 -5.3%
Page 21 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%