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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 7 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CGHM CAPITAL GROUP 9,750.0 $247K 0.08% $25.32 +0.5%
122 IVE ISHARES S&P 1,161.0 $245K 0.08% NEW $211.15 +8.0%
123 DFAS DIMENSIONAL US 3,300.0 $235K 0.08% $71.13 +9.0%
124 WMT WALMART INC Consumer Defensive 1,860.0 $231K 0.08% NEW $124.30 -3.2%
125 HD HOME DEPOT Consumer Cyclical 701.0 $230K 0.07% NEW $328.75 -4.8%
126 XLF STATE STREET 4,666.0 $230K 0.07% +420.0 +9.9% $49.37 +5.2%
127 XMHQ INVESCO S&P 2,187.0 $226K 0.07% -148.0 -6.3% $103.38 +4.9%
128 AVGO BROADCOM INC Technology 728.0 $225K 0.07% NEW $309.67 +33.7%
129 EMLC VANECK JPM 8,724.0 $219K 0.07% NEW $25.11 +0.9%
130 V VISA INC Financial Services 690.0 $209K 0.07% +39.0 +6.0% $302.23 +8.8%
131 IGF ISHARES GLOBAL 3,066.0 $205K 0.07% NEW $66.99 +0.6%
132 XLU STATE STREET 4,456.0 $204K 0.07% NEW $45.89 -1.2%
133 EVSM EATON VANCE 4,028.0 $202K 0.07% NEW $50.19 +0.0%
134 VBK VANGUARD SMALL 656.0 $198K 0.07% NEW $302.36 +14.8%
135 IWM ISHARES RUSSELL 790.0 $196K 0.06% NEW $248.14 +14.9%
136 IWV ISHARES RUSSELL 527.0 $195K 0.06% $370.68 +14.0%
137 EUHY ISHARES GLOBAL 3,714.0 $195K 0.06% NEW $52.47 +1.6%
138 VONG VANGUARD RUSSELL 1,754.0 $192K 0.06% NEW $109.69 +17.3%
139 CGUS CAPITAL GROUP 4,951.0 $190K 0.06% NEW $38.42 +13.7%
140 AGG ISHARES CORE 1,838.0 $182K 0.06% NEW $99.27 -0.8%
Page 7 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%