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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 33 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SOUTH BOW 96.0 $3K 0.00% NEW $33.32
642 IJT ISHARES S&P 22.0 $3K 0.00% NEW $144.73 +14.0%
643 HBAN HUNTINGTON BANCSHARES INC Financial Services 203.0 $3K 0.00% NEW $15.65 +2.6%
644 PDBC INVESCO OPTIMUM 182.0 $3K 0.00% NEW $17.32 +3.4%
645 IVZ INVESCO LTD Financial Services 129.0 $3K 0.00% NEW $24.29 +14.0%
646 DOV DOVER CORP Industrials 15.0 $3K 0.00% NEW $208.47 +3.3%
647 NCLH NORWEGIAN CRUISE Consumer Cyclical 164.0 $3K 0.00% NEW $18.70 -8.6%
648 LMBS FIRST TRUST 62.0 $3K 0.00% NEW $49.40 +0.8%
649 EXLS EXLSERVICE HOLDINGS Technology 100.0 $3K 0.00% NEW $30.45 -4.9%
650 TWLO TWILIO INC Communication Services 24.0 $3K 0.00% NEW $125.83 +50.7%
651 EXR EXTRA SPACE Real Estate 23.0 $3K 0.00% NEW $131.13 +9.8%
652 VTRS VIATRIS INC Healthcare 222.0 $3K 0.00% NEW $13.50 +23.4%
653 HRL HORMEL FOODS Consumer Defensive 132.0 $3K 0.00% NEW $22.65 -7.8%
654 SYK STRYKER CORP Healthcare 9.0 $3K 0.00% NEW $328.56 -4.7%
655 RELX RELX PLC Communication Services 88.0 $3K 0.00% NEW $33.15 -0.7%
656 DOC HEALTHPEAK PPTYS Real Estate 175.0 $3K 0.00% NEW $16.43 +21.9%
657 AES AES CORP Utilities 204.0 $3K 0.00% NEW $14.09 +4.1%
658 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 18.0 $3K 0.00% NEW $157.28 -4.2%
659 KEY KEYCORP Financial Services 141.0 $3K 0.00% NEW $20.05 +8.6%
660 IDXX IDEXX LABS INC Healthcare 5.0 $3K 0.00% NEW $562.00 -0.9%
Page 33 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%