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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 3 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQ INVESCO QQQ Financial Services 3,122.0 $2.3M 0.56% +36.0 +1.2% $736.35 -3.4%
42 IVW ISHARES S&P 16,527.0 $2.3M 0.55% $137.53 +0.8%
43 VTV Vanguard Morningstar Value ETF 9,497.0 $2.1M 0.50% +1K +18.3% $218.23 +3.9%
44 CGCB CAPITAL GROUP 77,995.0 $2.0M 0.49% +9K +13.1% $26.18 -0.8%
45 BND Vanguard Total Bond Market ETF 26,272.0 $1.9M 0.47% +7K +38.8% $73.12 -0.7%
46 GOOGL ALPHABET INC Communication Services 5,207.0 $1.8M 0.44% +3K +117.7% $348.28 -1.8%
47 GOOG ALPHABET INC 5,070.0 $1.8M 0.43% +834.0 +19.7% $350.06
48 MSFT Microsoft Corp Technology 4,586.0 $1.7M 0.42% +2K +112.3% $380.70 +30.4%
49 LLY Eli Lilly & Co Healthcare 1,390.0 $1.7M 0.40% +149.0 +12.0% $1201.19 -0.9%
50 EFG ISHARES MSCI 13,189.0 $1.6M 0.40% +1K +9.9% $124.42 +1.0%
51 RDVY FIRST TRUST 19,594.0 $1.6M 0.38% +4K +24.4% $81.06 +1.7%
52 DBEF XTRACKERS MSCI 26,191.0 $1.4M 0.35% +1K +5.0% $54.63 +2.5%
53 JMUB JPMORGAN 26,484.0 $1.3M 0.33% +219.0 +0.8% $50.66 -1.9%
54 NLR VANECK URANIUM 11,191.0 $1.3M 0.31% +3K +29.7% $115.99 +6.7%
55 FNDF SCHWAB FUNDAMENTAL 24,120.0 $1.3M 0.31% +4K +20.0% $52.76 +5.5%
56 CGBL CAPITAL GROUP 31,820.0 $1.2M 0.29% +1K +3.6% $37.96 +0.9%
57 META META PLATFORMS Communication Services 2,041.0 $1.2M 0.28% +564.0 +38.2% $569.29 +1.2%
58 MGV VANGUARD MEGA 5,850.0 $956K 0.23% +300.0 +5.4% $163.45 +3.0%
59 BALI ISHARES U S 27,238.0 $921K 0.22% +10K +55.5% $33.83 +2.6%
60 IWB ISHARES RUSSELL 2,194.0 $898K 0.22% $409.48 +2.5%
Page 3 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%