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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 27 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 IEV ISHARES TR 120.0 $8K 0.00% NEW $67.93 +8.0%
522 D DOMINION ENERGY Utilities 129.0 $8K 0.00% NEW $61.94 +8.3%
523 SOFI SOFI TECHNOLOGIES Financial Services 500.0 $8K 0.00% NEW $15.88 +2.2%
524 FCX FREEPORT MCMORAN Basic Materials 135.0 $8K 0.00% NEW $58.79 +8.1%
525 RSPT INVESCO S&P 175.0 $8K 0.00% NEW $45.26 +36.7%
526 PFXF VANECK PFD 451.0 $8K 0.00% NEW $17.54 +6.0%
527 O REALTY INCOME Real Estate 129.0 $8K 0.00% NEW $61.24 +1.7%
528 SDVY FIRST TRUST 200.0 $8K 0.00% NEW $39.43 +5.8%
529 CMCSA COMCAST CORP Communication Services 272.0 $8K 0.00% NEW $28.71 -12.1%
530 SRE SEMPRA Utilities 80.0 $8K 0.00% NEW $97.19 -6.2%
531 MAR MARRIOTT INTL Consumer Cyclical 23.0 $8K 0.00% NEW $328.26 +17.5%
532 LIN LINDE PLC Basic Materials 15.0 $7K 0.00% NEW $495.73 +2.9%
533 DFAE DIMENSIONAL EMERGING 210.0 $7K 0.00% NEW $33.80 +19.5%
534 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 5,000.0 $7K 0.00% NEW $1.40 +53.9%
535 TNL TRAVEL LEISURE Consumer Cyclical 100.0 $7K 0.00% NEW $69.19 -0.6%
536 IDLV INVESCO S&P 200.0 $7K 0.00% NEW $34.45 +1.9%
537 IYE ISHARES U S 106.0 $7K 0.00% NEW $64.77 -6.3%
538 VRSK VERISK ANALYTICS Industrials 36.0 $7K 0.00% NEW $189.78 -9.1%
539 ALB ALBEMARLE CORP Basic Materials 38.0 $7K 0.00% NEW $179.53 -0.9%
540 ETN EATON CORP Industrials 19.0 $7K 0.00% NEW $357.68 +13.2%
Page 27 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%