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Portfolio (Quarterly) Guide ↗

Synergy Investment Management, LLC

· CIK 0002053786
13F Portfolio $283M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 130 New
Page 3 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PZA INVESCO NATIONAL 58,821.0 $1.4M 0.48% NEW $23.19 -1.0%
42 LLY ELI LILLY Healthcare 1,221.0 $1.3M 0.47% NEW $1075.10 -0.9%
43 GOOG ALPHABET INC Communication Services 4,124.0 $1.3M 0.46% NEW $313.83 +20.9%
44 RDVY FIRST TRUST 16,261.0 $1.1M 0.40% NEW $69.47 +8.3%
45 JMUB JPMORGAN 21,632.0 $1.1M 0.39% NEW $50.50 -1.0%
46 CGBL CAPITAL GROUP 30,715.0 $1.1M 0.38% NEW $35.33 +5.1%
47 EFG ISHARES MSCI 8,946.0 $1.0M 0.36% NEW $113.92 +6.6%
48 MSFT MICROSOFT CORP Technology 1,948.0 $942K 0.33% NEW $483.70 -13.5%
49 META META PLATFORMS Communication Services 1,395.0 $921K 0.33% NEW $660.11 -7.6%
50 SYSB ISHARES SYSTEMATIC 9,567.0 $859K 0.30% NEW $89.76 -1.8%
51 IUSV ISHARES CORE 8,146.0 $835K 0.30% NEW $102.54 +7.6%
52 IWB ISHARES RUSSELL 2,194.0 $819K 0.29% NEW $373.42 +8.9%
53 DBEF XTRACKERS MSCI 16,709.0 $804K 0.28% NEW $48.11 +9.7%
54 BUFR FIRST TRUST 23,411.0 $802K 0.28% NEW $34.26 +5.9%
55 MGV VANGUARD MEGA 5,550.0 $783K 0.28% NEW $141.16 +11.2%
56 MGK VANGUARD MEGA 1,892.0 $781K 0.28% NEW $412.77 -78.4%
57 VXF VANGUARD EXTENDED 3,369.0 $705K 0.25% NEW $209.12 +10.4%
58 SPLV INVESCO S&P 9,830.0 $702K 0.25% NEW $71.42 +3.7%
59 UNH UNITEDHEALTH GROUP Healthcare 2,076.0 $685K 0.24% NEW $330.04 +17.7%
60 GOOGL ALPHABET INC Communication Services 2,123.0 $665K 0.23% NEW $313.02 +22.3%
Page 3 of 7  ·  130 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 34.5%
Technology 23.3%
Consumer Cyclical 16.0%
Communication Services 12.6%
Healthcare 9.6%
Industrials 3.6%
Basic Materials 0.4%