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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 23 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 JEPI JPMORGAN 277.0 $16K 0.01% NEW $56.61 -0.7%
442 COF CAPITAL ONE Financial Services 85.0 $16K 0.01% NEW $182.42 +2.2%
443 GM GENERAL MOTORS Consumer Cyclical 208.0 $15K 0.01% NEW $74.50 +7.1%
444 EDV VANGUARD EXTENDED 237.0 $15K 0.01% NEW $64.95 -2.9%
445 SCHC SCHWAB INTL 329.0 $15K 0.01% NEW $46.74 +9.3%
446 FXZ FIRST TRUST 200.0 $15K 0.01% NEW $76.21 +7.9%
447 OPEN OPENDOOR TECHNOLOGIES Real Estate 3,233.0 $15K 0.01% NEW $4.68 -4.3%
448 VTR VENTAS INC Real Estate 185.0 $15K 0.01% NEW $81.78 +8.1%
449 MS MORGAN STANLEY Financial Services 91.0 $15K 0.01% NEW $164.56 +22.6%
450 XLC STATE STREET 134.0 $15K 0.01% NEW $110.86 +4.2%
451 GEV GE VERNOVA Utilities 17.0 $15K 0.01% NEW $872.94 +22.6%
452 REET ISHARES GLOBAL 578.0 $15K 0.01% NEW $25.15 +9.8%
453 SNA SNAP ON Industrials 40.0 $14K 0.01% NEW $361.65 +2.9%
454 DOW DOW INC Basic Materials 340.0 $14K 0.01% NEW $41.65 -15.3%
455 VLO VALERO ENERGY Energy 56.0 $14K 0.01% NEW $247.07 -2.3%
456 IYK ISHARES U S 197.0 $14K 0.01% NEW $70.09 +2.3%
457 STAG STAG INDUSTRIAL Real Estate 382.0 $14K 0.01% NEW $36.06 +6.8%
458 JAVA JPMORGAN ACTIVE 188.0 $14K 0.00% NEW $71.82 +7.7%
459 KXI ISHARES GLOBAL 200.0 $13K 0.00% NEW $67.01 +1.8%
460 AMP AMERIPRISE FINANCIAL Financial Services 30.0 $13K 0.00% NEW $444.40 +2.5%
Page 23 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%