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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
Q2 2026 Q1 2026 · All 782 New 68 Added 41 Reduced
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 -19.8%
582 IYZ ISHARES U S 125.0 $5K 0.00% NEW $39.32 +8.3%
583 CACI CACI INTERNATIONAL Technology 9.0 $5K 0.00% NEW $543.89 +16.3%
584 URA GLOBAL X 101.0 $5K 0.00% NEW $48.43 -13.9%
585 CRM SALESFORCE INC Technology 26.0 $5K 0.00% NEW $186.65 +34.1%
586 LMT LOCKHEED MARTIN Industrials 8.0 $5K 0.00% NEW $604.25 -11.0%
587 DLTR DOLLAR TREE Consumer Defensive 44.0 $5K 0.00% NEW $109.52 +4.8%
588 BNDX VANGUARD TOTAL 100.0 $5K 0.00% NEW $48.06 -2.1%
589 ECL ECOLAB INC Basic Materials 18.0 $5K 0.00% NEW $266.00 +3.9%
590 APA APA CORPORATION Energy 112.0 $5K 0.00% NEW $42.44 +7.1%
591 ES EVERSOURCE ENERGY Utilities 68.0 $5K 0.00% NEW $69.28 -1.9%
592 KHC KRAFT HEINZ Consumer Defensive 208.0 $5K 0.00% NEW $22.49 +10.3%
593 BK BANK NEW YORK MELLON CORP Financial Services 39.0 $5K 0.00% NEW $118.64 +19.6%
594 ADBE ADOBE INC Technology 19.0 $5K 0.00% NEW $243.05 +3.5%
595 TM TOYOTA MOTOR Consumer Cyclical 22.0 $5K 0.00% NEW $206.09 -5.4%
596 LNT ALLIANT ENERGY Utilities 63.0 $5K 0.00% NEW $71.75 -7.1%
597 IWP ISHARES RUSSELL 35.0 $4K 0.00% NEW $128.11 +6.7%
598 GEHC GE HEALTHCARE Healthcare 62.0 $4K 0.00% NEW $71.18 -10.4%
599 EMGF ISHARES INC 73.0 $4K 0.00% NEW $60.42 +17.8%
600 CMI CUMMINS INC Industrials 8.0 $4K 0.00% NEW $538.00 -0.8%
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 27.6%
Technology 24.2%
Consumer Cyclical 15.1%
Healthcare 9.7%
Communication Services 7.3%
Industrials 6.9%
Consumer Defensive 3.7%
Energy 2.0%
Utilities 1.4%
Real Estate 1.1%