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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 23 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SUNB SUNBELT RENTALS Financial Services 453.0 $34K 0.01% NEW $74.81 -2.2%
442 ANNALY CAPITAL 1,509.0 $34K 0.01% +179.0 +13.5% $22.44
443 SAP SAP SE Technology 181.0 $34K 0.01% NEW $185.99 +19.1%
444 JBL JABIL INC Technology 86.0 $33K 0.01% $386.74 -22.1%
445 EFA ISHARES MSCI 315.0 $33K 0.01% $103.73 +3.8%
446 EW Edwards Lifesciences Corp Healthcare 361.0 $32K 0.01% +73.0 +25.4% $89.59 +0.7%
447 EPR EPR PROPERTIES Real Estate 550.0 $32K 0.01% +6.0 +1.1% $58.08 +2.5%
448 GM GENERAL MOTORS Consumer Cyclical 384.0 $32K 0.01% +176.0 +84.6% $82.98 +4.0%
449 PEN PENUMBRA INC Healthcare 100.0 $32K 0.01% $315.75 +1.9%
450 PHM PulteGroup Inc Consumer Cyclical 230.0 $31K 0.01% +90.0 +64.3% $136.04 -5.5%
451 ULST STATE STREET 771.0 $31K 0.01% $40.43 -0.1%
452 ETN EATON CORP Industrials 83.0 $31K 0.01% +64.0 +336.8% $373.49 +7.8%
453 SPSB STATE STREET 1,030.0 $31K 0.01% $30.01 -0.3%
454 VTWO VANGUARD RUSSELL 254.0 $31K 0.01% $121.42 -1.5%
455 VONV VANGUARD RUSSELL 290.0 $31K 0.01% -25.0 -7.9% $106.31 +6.6%
456 USB US Bancorp Financial Services 484.0 $30K 0.01% NEW $62.82 -0.6%
457 ISCB ISHARES MORNINGSTAR 400.0 $30K 0.01% $75.51 +0.1%
458 PRU Prudential Financial Inc Financial Services 271.0 $30K 0.01% +51.0 +23.2% $110.86 +8.1%
459 TECK TECK RESOURCES Basic Materials 502.0 $30K 0.01% $59.48 +16.6%
460 FNF FIDELITY NATIONAL Financial Services 623.0 $30K 0.01% -46.0 -6.9% $47.81 -0.5%
Page 23 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%