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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 29 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 HSY HERSHEY COMPANY Consumer Defensive 28.0 $6K 0.00% NEW $207.89 -4.3%
562 MCHI ISHARES MSCI 103.0 $6K 0.00% NEW $56.18 -1.5%
563 BMY BRISTOL MYERS Healthcare 95.0 $6K 0.00% NEW $60.82 -4.9%
564 CVS CVS HEALTH Healthcare 80.0 $6K 0.00% NEW $71.84 +27.4%
565 SHY ISHARES TR 69.0 $6K 0.00% NEW $82.57 -0.4%
566 ROP ROPER TECHNOLOGIES Industrials 16.0 $6K 0.00% NEW $354.44 -10.2%
567 LQD ISHARES IBOXX 52.0 $6K 0.00% NEW $109.00 -0.1%
568 SCHH SCHWAB STRATEGIC TR 262.0 $6K 0.00% NEW $21.44 +11.0%
569 AIRR FIRST TRUST 50.0 $6K 0.00% NEW $110.78 +17.2%
570 APD AIR PRODUCTS Basic Materials 19.0 $6K 0.00% NEW $290.47 -1.2%
571 ENB ENBRIDGE INC Energy 100.0 $5K 0.00% NEW $54.14 +4.2%
572 HAUZ DBX ETF TR 238.0 $5K 0.00% NEW $22.60 +2.8%
573 BKR BAKER HUGHES Energy 86.0 $5K 0.00% NEW $61.05 +3.8%
574 DD DUPONT DE Basic Materials 114.0 $5K 0.00% NEW $45.80 +4.0%
575 AAON AAON INC Industrials 62.0 $5K 0.00% NEW $82.74 +69.9%
576 UNM UNUM GROUP Financial Services 70.0 $5K 0.00% NEW $73.03 +14.8%
577 TFC TRUIST FINANCIAL Financial Services 110.0 $5K 0.00% NEW $45.97 +5.1%
578 FTSL FIRST TRUST 112.0 $5K 0.00% NEW $44.86 +0.2%
579 FORTINET INC 61.0 $5K 0.00% NEW $81.72
580 IWY ISHARES RUSSELL 20.0 $5K 0.00% NEW $248.85 +18.6%
Page 29 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%