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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 30 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CRC CALIFORNIA RESOURCES Energy 71.0 $5K 0.00% NEW $69.23 -11.5%
582 IYZ ISHARES U S 125.0 $5K 0.00% NEW $39.32 +13.8%
583 CACI CACI INTERNATIONAL Technology 9.0 $5K 0.00% NEW $543.89 -7.9%
584 URA GLOBAL X 101.0 $5K 0.00% NEW $48.43 +5.0%
585 CRM SALESFORCE INC Technology 26.0 $5K 0.00% NEW $186.65 -4.1%
586 LMT LOCKHEED MARTIN Industrials 8.0 $5K 0.00% NEW $604.25 -11.8%
587 DLTR DOLLAR TREE Consumer Defensive 44.0 $5K 0.00% NEW $109.52 -14.4%
588 BNDX VANGUARD TOTAL 100.0 $5K 0.00% NEW $48.06 +0.4%
589 ECL ECOLAB INC Basic Materials 18.0 $5K 0.00% NEW $266.00 -4.4%
590 APA APA CORPORATION Energy 112.0 $5K 0.00% NEW $42.44 -11.6%
591 ES EVERSOURCE ENERGY Utilities 68.0 $5K 0.00% NEW $69.28 +0.6%
592 KHC KRAFT HEINZ Consumer Defensive 208.0 $5K 0.00% NEW $22.49 +6.0%
593 BK BANK NEW YORK MELLON CORP Financial Services 39.0 $5K 0.00% NEW $118.64 +18.9%
594 ADBE ADOBE INC Technology 19.0 $5K 0.00% NEW $243.05 -1.1%
595 TM TOYOTA MOTOR Consumer Cyclical 22.0 $5K 0.00% NEW $206.09 -7.8%
596 LNT ALLIANT ENERGY Utilities 63.0 $5K 0.00% NEW $71.75 +2.7%
597 IWP ISHARES RUSSELL 35.0 $4K 0.00% NEW $128.11 +9.9%
598 GEHC GE HEALTHCARE Healthcare 62.0 $4K 0.00% NEW $71.18 -9.8%
599 EMGF ISHARES INC 73.0 $4K 0.00% NEW $60.42 +22.0%
600 CMI CUMMINS INC Industrials 8.0 $4K 0.00% NEW $538.00 +24.3%
Page 30 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%