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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 29 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SPOT Spotify Technology SA Communication Services 29.0 $15K 0.00% NEW $524.00 +4.5%
562 ING ING Groep NV Financial Services 466.0 $15K 0.00% NEW $32.51 +8.4%
563 HUM Humana Inc Healthcare 41.0 $15K 0.00% +32.0 +355.6% $369.29 +4.4%
564 PSX Phillips 66 Energy 73.0 $15K 0.00% +64.0 +711.1% $206.81 +18.0%
565 SNOW Snowflake Inc Technology 53.0 $15K 0.00% NEW $282.91 +15.9%
566 OPEN OPENDOOR TECHNOLOGIES Real Estate 3,233.0 $15K 0.00% $4.62 -28.8%
567 DAL Delta Air Lines Inc Industrials 173.0 $15K 0.00% +164.0 +1822.2% $86.25 -7.2%
568 GFI GOLD FIELDS Basic Materials 443.0 $15K 0.00% +179.0 +67.8% $33.59 +36.8%
569 LGIH LGI Homes Inc Consumer Cyclical 256.0 $15K 0.00% NEW $58.05 -0.9%
570 ACGL ARCH CAPITAL GROUP LTD Financial Services 150.0 $15K 0.00% +37.0 +32.7% $99.06 -0.2%
571 XSOE WISDOMTREE EMERGING 302.0 $15K 0.00% +2.0 +0.7% $49.19 -3.1%
572 NatWest Group PLC 844.0 $15K 0.00% NEW $17.58
573 HOOD Robinhood Markets Inc Financial Services 156.0 $15K 0.00% +138.0 +766.7% $94.86 +9.9%
574 SNPS Synopsys Inc Technology 39.0 $15K 0.00% +37.0 +1850.0% $373.69 +18.4%
575 IYK ISHARES U S 198.0 $14K 0.00% +1.0 +0.5% $72.68 +3.4%
576 RWJ INVESCO S&P 240.0 $14K 0.00% $59.50 +2.7%
577 DG Dollar General Corp Consumer Defensive 109.0 $14K 0.00% +104.0 +2080.0% $128.68 -4.5%
578 AVRE AVANTIS REAL 293.0 $14K 0.00% +3.0 +1.0% $47.31 +0.7%
579 Nebius Group NV 93.0 $14K 0.00% NEW $148.22
580 WELL Welltower Inc Real Estate 57.0 $14K 0.00% +43.0 +307.1% $241.09 -1.3%
Page 29 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%