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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 4 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VXF VANGUARD EXTENDED 3,414.0 $703K 0.23% +45.0 +1.3% $205.80 +12.2%
62 GOOGL ALPHABET INC Communication Services 2,392.0 $688K 0.23% +269.0 +12.7% $287.60 +33.2%
63 CGDG CAPITAL GROUP 18,385.0 $660K 0.22% $35.90 +4.5%
64 MGK VANGUARD MEGA 1,776.0 $653K 0.21% -116.0 -6.1% $367.44 -75.8%
65 ISHARES HIGH 13,358.0 $641K 0.21% +2K +21.6% $47.98
66 CGMU CAPITAL GROUP 21,900.0 $595K 0.19% +7K +49.0% $27.15 +0.2%
67 JNJ JOHNSON & JOHNSON Healthcare 2,387.0 $583K 0.19% +87.0 +3.8% $244.42 -4.1%
68 CGCV CAPITAL GROUP 18,975.0 $566K 0.18% $29.81 +7.9%
69 ICVT ISHARES CONV 5,546.0 $565K 0.18% -60.0 -1.1% $101.79 +16.3%
70 BOND PIMCO ACTIVE 6,085.0 $562K 0.18% +800.0 +15.1% $92.28 -0.9%
71 FMHI FIRST TRUST 11,573.0 $550K 0.18% -25K -68.1% $47.54 +0.3%
72 SLV ISHARES SILVER Financial Services 8,005.0 $545K 0.18% +312.0 +4.1% $68.14 +0.3%
73 SPSM STATE STREET 11,182.0 $540K 0.18% -236.0 -2.1% $48.32 +10.6%
74 BALI ISHARES U S 17,520.0 $540K 0.18% +3K +18.6% $30.81 +10.2%
75 UNH UNITEDHEALTH GROUP Healthcare 1,990.0 $538K 0.18% -86.0 -4.1% $270.53 +43.6%
76 JEPQ JPMORGAN 9,397.0 $522K 0.17% +476.0 +5.3% $55.52 +8.4%
77 XMLV INVESCO S&P 8,060.0 $508K 0.17% -261.0 -3.1% $62.97 +3.8%
78 QCOM QUALCOMM INC Technology 3,898.0 $502K 0.16% +409.0 +11.7% $128.77 +85.0%
79 CLOA ISHARES AAA 9,360.0 $485K 0.16% +3K +40.1% $51.84 +0.3%
80 QYLD GLOBAL X 27,980.0 $480K 0.16% +2K +6.2% $17.15 +4.3%
Page 4 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%