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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 31 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 IDLV Invesco S&P International Developed Low Volatility ETF 338.0 $12K 0.00% +138.0 +69.0% $35.15 +2.4%
602 ECL Ecolab Inc Basic Materials 42.0 $12K 0.00% +24.0 +133.3% $282.26 +1.6%
603 MCO Moody's Corp Financial Services 25.0 $12K 0.00% +10.0 +66.7% $467.48 +10.2%
604 ILMN Illumina Inc Healthcare 59.0 $11K 0.00% NEW $194.81 +10.7%
605 CMCSA COMCAST CORP Communication Services 467.0 $11K 0.00% +195.0 +71.7% $24.59 +10.1%
606 AMP AMERIPRISE FINANCIAL Financial Services 25.0 $11K 0.00% -5.0 -16.7% $458.76 +21.9%
607 Cushman & Wakefield Ltd 843.0 $11K 0.00% NEW $13.50
608 SE Sea Ltd Consumer Cyclical 105.0 $11K 0.00% NEW $108.37 +10.1%
609 PLD PROLOGIS INC Real Estate 83.0 $11K 0.00% -6.0 -6.7% $137.00 +2.7%
610 O Realty Income Corp Real Estate 179.0 $11K 0.00% +50.0 +38.8% $63.13 -1.8%
611 AME Ametek INC Industrials 48.0 $11K 0.00% +17.0 +54.8% $235.25 +0.4%
612 RSPT INVESCO S&P 175.0 $11K 0.00% $64.50 +0.4%
613 BIIB BIOGEN INC Healthcare 52.0 $11K 0.00% +1.0 +2.0% $215.79 +1.3%
614 ODFL Old Dominion Freight Line Inc Industrials 51.0 $11K 0.00% +33.0 +183.3% $219.65 -9.6%
615 THG Hanover Insurance Group Inc/The Financial Services 48.0 $11K 0.00% NEW $232.33 -2.0%
616 DEO Diageo PLC Consumer Defensive 124.0 $11K 0.00% NEW $89.15 +4.3%
617 EXC Exelon Corp Utilities 235.0 $11K 0.00% +218.0 +1282.3% $47.03 -6.6%
618 MTD Mettler-Toledo International Inc Healthcare 8.0 $11K 0.00% +6.0 +300.0% $1374.50 +1.8%
619 GIS GENERAL MILLS Consumer Defensive 312.0 $11K 0.00% +53.0 +20.5% $34.83 +19.3%
620 TECB ISHARES US 150.0 $11K 0.00% NEW $71.75 +6.2%
Page 31 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%