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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 4 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UNH UNITEDHEALTH GROUP Healthcare 2,141.0 $891K 0.21% +151.0 +7.6% $415.95 -4.2%
62 IDEV iShares Core MSCI International Developed Markets ETF 9,809.0 $872K 0.21% NEW $88.89 +4.7%
63 IUSV ISHARES CORE 7,836.0 $863K 0.21% -894.0 -10.2% $110.15 +4.4%
64 SCHG Schwab U.S. Large-Cap Growth ETF 25,276.0 $841K 0.20% +24K +1620.6% $33.27 +7.4%
65 VXF VANGUARD EXTENDED 3,352.0 $825K 0.20% -62.0 -1.8% $246.21 -0.3%
66 SCHV Schwab U.S. Large-Cap Value ETF 24,028.0 $811K 0.20% NEW $33.76 +3.0%
67 QCOM Qualcomm Inc Technology 4,365.0 $796K 0.19% +467.0 +12.0% $182.28 -10.0%
68 MGK VANGUARD MEGA 8,880.0 $781K 0.19% +7K +400.0% $87.91 +2.4%
69 BOND PIMCO ACTIVE 8,285.0 $764K 0.18% +2K +36.1% $92.21 -1.3%
70 BERKSHIRE HATHAWAY 1,497.0 $754K 0.18% +518.0 +52.9% $503.70
71 JPM JPMORGAN CHASE Financial Services 2,217.0 $748K 0.18% +1K +107.4% $337.33 +5.1%
72 BUFR FIRST TRUST 20,098.0 $734K 0.18% -3K -12.1% $36.53 +2.4%
73 SPLV INVESCO S&P 9,777.0 $732K 0.18% -863.0 -8.1% $74.90 +0.5%
74 SUB iShares Short-Term National Muni Bond ETF 6,773.0 $720K 0.17% +3K +96.5% $106.25 +0.1%
75 VEA Vanguard FTSE Developed Markets ETF 9,873.0 $697K 0.17% +3K +40.3% $70.57 +3.9%
76 VCIT VANGUARD INTERMEDIATE 8,524.0 $695K 0.17% +7K +352.4% $81.56 -0.1%
77 CGDG CAPITAL GROUP 18,385.0 $690K 0.17% $37.51 +3.3%
78 TSLA TESLA INC Consumer Cyclical 1,796.0 $676K 0.16% +559.0 +45.2% $376.41 -6.7%
79 JNJ Johnson & Johnson Healthcare 2,600.0 $663K 0.16% +213.0 +8.9% $255.13 +4.6%
80 AVGO BROADCOM INC Technology 1,703.0 $635K 0.15% +975.0 +133.9% $372.90 -1.5%
Page 4 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%