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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 38 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 MMM 3M COMPANY Industrials 32.0 $5K 0.00% +6.0 +23.1% $170.44 +2.3%
742 ENB ENBRIDGE INC Energy 100.0 $5K 0.00% $54.21 -7.4%
743 SJM JM Smucker Co/The Consumer Defensive 43.0 $5K 0.00% +41.0 +2050.0% $125.70 +5.3%
744 HEI HEICO Corp Industrials 15.0 $5K 0.00% NEW $355.20 -5.3%
745 LKFN Lakeland Financial Corp Financial Services 84.0 $5K 0.00% NEW $63.33 -5.9%
746 GEHC GE HEALTHCARE Healthcare 80.0 $5K 0.00% +18.0 +29.0% $65.78 +9.0%
747 MCHI ISHARES MSCI 103.0 $5K 0.00% $51.03 +8.2%
748 JPMorgan Ultra-Short Income ETF 104.0 $5K 0.00% NEW $50.54
749 CRL Charles River Laboratories International Inc Healthcare 22.0 $5K 0.00% +16.0 +266.7% $234.82 +24.1%
750 INSM Insmed Inc Healthcare 50.0 $5K 0.00% NEW $103.12 +15.0%
751 KLIC Kulicke & Soffa Industries Inc Technology 62.0 $5K 0.00% NEW $82.85 -2.2%
752 CRAI CRA International Inc Industrials 27.0 $5K 0.00% NEW $190.04 -7.9%
753 IWP ISHARES RUSSELL 35.0 $5K 0.00% $146.40 -3.8%
754 UFPI UFP Industries Inc Basic Materials 58.0 $5K 0.00% NEW $87.71 -1.9%
755 RSG Republic Services Inc Industrials 23.0 $5K 0.00% +22.0 +2200.0% $218.91 +1.5%
756 FTSL FIRST TRUST 112.0 $5K 0.00% $44.80 +0.2%
757 VYMI Vanguard International High Dividend Yield ETF 49.0 $5K 0.00% NEW $101.98 +3.0%
758 LTC LTC Properties Inc Real Estate 118.0 $5K 0.00% NEW $41.68 -2.5%
759 OGE OGE Energy Corp Utilities 101.0 $5K 0.00% +95.0 +1583.3% $47.79 -4.3%
760 AVY AVERY DENNISON CORP Industrials 30.0 $5K 0.00% -9.0 -23.1% $160.13 +11.0%
Page 38 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%