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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 6 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ITA ISHARES AEROSPACE 1,516.0 $332K 0.11% $218.75 +3.0%
102 GLD SPDR GOLD Financial Services 766.0 $330K 0.11% +54.0 +7.6% $430.29 -3.8%
103 AVDV AVANTIS INTL 3,278.0 $327K 0.11% +67.0 +2.1% $99.85 +8.4%
104 VGSH VANGUARD SHORT 5,520.0 $323K 0.11% -181.0 -3.2% $58.54 -0.5%
105 JPM JPMORGAN CHASE Financial Services 1,069.0 $314K 0.10% +97.0 +10.0% $294.16 +4.2%
106 IBIT ISHARES BITCOIN Financial Services 8,032.0 $309K 0.10% +3K +75.6% $38.43 +11.8%
107 QLTA ISHARES AAA 6,382.0 $304K 0.10% -1K -17.7% $47.59 -0.7%
108 DEM WISDOMTREE EMERGING 6,082.0 $302K 0.10% NEW $49.69 +8.8%
109 FBND FIDELITY TOTAL 6,500.0 $297K 0.10% $45.62 -0.5%
110 MCD MCDONALDS CORP Consumer Cyclical 935.0 $291K 0.10% -26.0 -2.7% $310.79 -9.2%
111 EELV INVESCO S&P 10,173.0 $286K 0.09% -350.0 -3.3% $28.08 +1.4%
112 USIG ISHARES BROAD 5,563.0 $285K 0.09% +227.0 +4.2% $51.24 -0.5%
113 ADP AUTOMATIC DATA Industrials 1,353.0 $275K 0.09% +11.0 +0.8% $203.18 +10.9%
114 OEF ISHARES S&P 850.0 $270K 0.09% -25K -96.7% $317.98 +16.7%
115 VOE VANGUARD MID 1,452.0 $268K 0.09% -21.0 -1.4% $184.28 +5.5%
116 WTPI WISDOMTREE EQUITY 8,346.0 $266K 0.09% +147.0 +1.8% $31.91 +4.6%
117 SPDW STATE STREET 5,601.0 $256K 0.08% $45.65 +10.0%
118 TDIV FIRST TRUST 2,671.0 $250K 0.08% -786.0 -22.7% $93.66 +23.8%
119 MRSH MARSH Financial Services 1,430.0 $248K 0.08% $173.45 -5.4%
120 IWF ISHARES RUSSELL 581.0 $248K 0.08% -33.0 -5.4% $426.14 -70.7%
Page 6 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%