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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 31 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 TGT TARGET CORP Consumer Defensive 35.0 $4K 0.00% NEW $121.20 +3.5%
602 ISHARES MSCI 91.0 $4K 0.00% NEW $46.23
603 NTRS NORTHERN TRUST Financial Services 30.0 $4K 0.00% NEW $139.60 +21.7%
604 TEL TE CONNECTIVITY Technology 20.0 $4K 0.00% NEW $209.00 -0.2%
605 LHX L3HARRIS TECHNOLOGIES Industrials 12.0 $4K 0.00% NEW $345.08 -9.2%
606 CORPAY INC 14.0 $4K 0.00% NEW $291.00
607 RACE FERRARI NV Consumer Cyclical 12.0 $4K 0.00% NEW $338.42 -2.5%
608 IVLU ISHARES TR 102.0 $4K 0.00% NEW $39.68 +8.9%
609 BXP BXP INC Real Estate 76.0 $4K 0.00% NEW $51.91 +16.8%
610 LNC LINCOLN NATL CORP IN Financial Services 111.0 $4K 0.00% NEW $35.50 +0.8%
611 SWBI SMITH & WESSON Industrials 275.0 $4K 0.00% NEW $14.33 +6.3%
612 CL COLGATE-PALMOLIVE Consumer Defensive 46.0 $4K 0.00% NEW $85.24 +5.4%
613 ADM ARCHER DANIELS Consumer Defensive 53.0 $4K 0.00% NEW $72.68 +7.3%
614 ELV ELEVANCE HEALTH Healthcare 13.0 $4K 0.00% NEW $296.08 +31.0%
615 SCI SERVICE CORP Consumer Cyclical 46.0 $4K 0.00% NEW $82.52 -7.1%
616 ALLE ALLEGION PUBLIC Industrials 26.0 $4K 0.00% NEW $145.31 -9.4%
617 MMM 3M COMPANA3:L700Y Industrials 26.0 $4K 0.00% NEW $145.23 +6.1%
618 MXI ISHARES GLOBAL 35.0 $4K 0.00% NEW $106.23 +5.9%
619 BOE BLACKROCK ENHANCED GLOBAL Financial Services 338.0 $4K 0.00% NEW $10.95 +9.0%
620 NKE NIKE INC Consumer Cyclical 70.0 $4K 0.00% NEW $52.81 -14.9%
Page 31 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%