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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 26 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 MCK MCKESSON CORP Healthcare 11.0 $10K 0.00% NEW $865.36 -12.6%
502 XEL XCEL ENERGY Utilities 118.0 $9K 0.00% NEW $79.44 +2.0%
503 BIIB BIOGEN INC Healthcare 51.0 $9K 0.00% NEW $183.33 +7.4%
504 MOO VANECK AGRIBUSINESS 110.0 $9K 0.00% NEW $84.50 -4.8%
505 CEG CONSTELLATION ENERGY Utilities 33.0 $9K 0.00% NEW $281.36 +2.6%
506 PGR PROGRESSIVE CORP Financial Services 47.0 $9K 0.00% NEW $197.02 -0.1%
507 BDX BECTON DICKINSON Healthcare 58.0 $9K 0.00% NEW $157.24 -6.4%
508 EUFN ISHARES MSCI 260.0 $9K 0.00% NEW $34.85 +11.4%
509 PICK ISHARES MSCI 160.0 $9K 0.00% NEW $56.59 +15.6%
510 KMI KINDER MORGAN Energy 264.0 $9K 0.00% NEW $33.53 -3.9%
511 AMT AMERICAN TOWER Real Estate 51.0 $9K 0.00% NEW $173.25 +6.8%
512 PEG PUBLIC SERVICE Utilities 109.0 $9K 0.00% NEW $80.95 -1.4%
513 DHR DANAHER CORP Healthcare 46.0 $9K 0.00% NEW $189.87 -8.8%
514 ORLY O REILLY AUTOMOTIVE Consumer Cyclical 94.0 $9K 0.00% NEW $92.31 -3.6%
515 CINF CINCINNATI FINL Financial Services 55.0 $9K 0.00% NEW $157.35 +3.6%
516 FPE FIRST TRUST 478.0 $8K 0.00% NEW $17.75 +1.3%
517 GS GOLDMAN SACHS Financial Services 10.0 $8K 0.00% NEW $846.00 +17.8%
518 RDIV INVESCO S&P 150.0 $8K 0.00% NEW $55.66 +4.8%
519 TER TERADYNE INC Technology 28.0 $8K 0.00% NEW $296.43 +26.8%
520 EVRG EVERGY INC Utilities 101.0 $8K 0.00% NEW $81.93 +2.7%
Page 26 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%