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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 21 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 FCPT FOUR CORNERS Real Estate 1,770.0 $43K 0.01% $24.55 +2.8%
402 DFAC Dimensional US Core Equity 2 ETF 993.0 $43K 0.01% NEW $43.74 +4.3%
403 GS GOLDMAN SACHS Financial Services 44.0 $43K 0.01% +34.0 +340.0% $986.30 +4.8%
404 HCA HCA HEALTHCARE Healthcare 108.0 $43K 0.01% +22.0 +25.6% $393.95 +6.1%
405 AVEM AVANTIS EMERGING 440.0 $42K 0.01% +69.0 +18.6% $96.49 -1.8%
406 SCHP Schwab US TIPs ETF 1,614.0 $42K 0.01% +1K +253.9% $26.20 -1.0%
407 ILCG ISHARES MORNINGSTAR 355.0 $42K 0.01% $117.02 -1.6%
408 CARNIVAL CORP 1,465.0 $41K 0.01% NEW $28.21
409 WDC Western Digital Corp Technology 89.0 $41K 0.01% +82.0 +1171.4% $462.04 -0.6%
410 PEG Public Service Enterprise Group Inc Utilities 521.0 $41K 0.01% +412.0 +378.0% $78.41 -6.7%
411 KEYS KEYSIGHT TECHNOLOGIES Technology 121.0 $41K 0.01% +41.0 +51.2% $335.07 -4.5%
412 NSC Norfolk Southern Corp Industrials 125.0 $40K 0.01% +48.0 +62.3% $323.90 +7.7%
413 ISPY PROSHARES S&P 826.0 $40K 0.01% +10.0 +1.2% $48.17 +0.9%
414 DFUV DIMENSIONAL US 719.0 $40K 0.01% $55.02 +4.0%
415 SPFF GLOBAL X 4,197.0 $39K 0.01% +68.0 +1.6% $9.38 +1.0%
416 REGN REGENERON PHARMACEUTICAL Healthcare 62.0 $39K 0.01% +59.0 +1966.7% $634.00 +25.3%
417 CWI STATE STREET 963.0 $39K 0.01% -705.0 -42.3% $40.67 +1.8%
418 COP CONOCOPHILLIPS Energy 346.0 $39K 0.01% +197.0 +132.2% $113.05 +15.3%
419 PFF ISHARES PFD 1,276.0 $39K 0.01% $30.49 +0.2%
420 SEIQ SEI QiM U.S. Large Cap Quality Active ETF 941.0 $39K 0.01% NEW $41.20 +3.1%
Page 21 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%