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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 36 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 AXP AMERICAN EXPRESS CO Financial Services 6.0 $2K 0.00% NEW $302.50 +2.7%
702 PNW PINNACLE WEST Utilities 18.0 $2K 0.00% NEW $100.72 +2.1%
703 FG F&G ANNUITIES Financial Services 71.0 $2K 0.00% NEW $25.32 +9.8%
704 ECG EVERUS CONSTRUCTION Industrials 15.0 $2K 0.00% NEW $118.07 +28.2%
705 SWKS SKYWORKS SOLUTIONS Technology 33.0 $2K 0.00% NEW $53.58 +55.7%
706 KFRC KFORCE INC Industrials 60.0 $2K 0.00% NEW $29.12 +43.0%
707 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 47.0 $2K 0.00% NEW $37.00 +3.9%
708 MDT MEDTRONIC PLC Healthcare 20.0 $2K 0.00% NEW $86.65 -10.4%
709 JETS U S GLOBAL 70.0 $2K 0.00% NEW $24.63 +14.7%
710 HST HOST HOTELS &RESORTS INC Real Estate 90.0 $2K 0.00% NEW $19.16 +20.6%
711 BP BP PLC Energy 36.0 $2K 0.00% NEW $47.00 -9.3%
712 CAH CARDINAL HEALTH INC Healthcare 8.0 $2K 0.00% NEW $211.38 -5.2%
713 ALL ALLSTATE CORP Financial Services 8.0 $2K 0.00% NEW $207.25 +2.7%
714 GSK GSK PLC Healthcare 30.0 $2K 0.00% NEW $55.20 -6.7%
715 PSX PHILLIPS 66 Energy 9.0 $2K 0.00% NEW $182.11 -4.5%
716 VICI VICI PROPERTIES Real Estate 60.0 $2K 0.00% NEW $27.32 +4.8%
717 OXY OCCIDENTAL PETE CORP Energy 25.0 $2K 0.00% NEW $65.00 -11.6%
718 MSCI MSCI INC Financial Services 3.0 $2K 0.00% NEW $539.00 +9.2%
719 SCZ ISHARES MSCI 20.0 $2K 0.00% NEW $78.40 +10.2%
720 HUM HUMANA INC Healthcare 9.0 $2K 0.00% NEW $173.44 +73.9%
Page 36 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%