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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 55 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 ALLY Ally Financial Inc Financial Services 1.0 $43.0 NEW $43.00 -1.1%
1082 WHR Whirlpool Corp Consumer Cyclical 1.0 $38.0 NEW $38.00 +5.6%
1083 HOG Harley-Davidson Inc Consumer Cyclical 1.0 $25.0 NEW $25.00 +11.4%
1084 Liberty Capital Corp 1.0 $24.0 NEW $24.00
1085 AVTR Avantor Inc Healthcare 1.0 $14.0 NEW $14.00 +3.6%
1086 RKT Rocket Cos Inc Financial Services 1.0 $14.0 NEW $14.00 -0.7%
Page 55 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%