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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 7 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SHYG iShares 0-5 Year High Yield Corporate Bond ETF 7,870.0 $331K 0.08% NEW $42.04 +0.7%
122 LRCX Lam Research Corp Technology 827.0 $325K 0.08% +566.0 +216.9% $393.28 -19.9%
123 VCSH Vanguard Short-Term Corporate Bond ETF 4,131.0 $325K 0.08% NEW $78.61 +0.1%
124 CHKP CHECK POINT Technology 2,450.0 $322K 0.08% $131.43 +2.2%
125 VBR Vanguard Morningstar Small-Cap Value ETF 1,315.0 $321K 0.08% +821.0 +166.2% $244.25 +1.7%
126 CAT Caterpillar Inc Industrials 306.0 $315K 0.08% +73.0 +31.3% $1028.94 -20.7%
127 ADP AUTOMATIC DATA Industrials 1,395.0 $315K 0.08% +42.0 +3.1% $225.62 +26.1%
128 PLTR PALANTIR TECHNOLOGIES INC Technology 2,573.0 $302K 0.07% +2K +374.7% $117.20 +59.0%
129 AVDV AVANTIS INTL 2,908.0 $300K 0.07% -370.0 -11.3% $103.05 +9.7%
130 IVE ISHARES S&P 1,307.0 $297K 0.07% +146.0 +12.6% $226.99 +4.4%
131 FBND FIDELITY TOTAL 6,500.0 $296K 0.07% $45.49 -0.9%
132 TDIV FIRST TRUST 2,571.0 $295K 0.07% -100.0 -3.7% $114.88 +1.1%
133 IBIT ISHARES BITCOIN Financial Services 8,743.0 $291K 0.07% +711.0 +8.8% $33.29 +36.2%
134 HWM HOWMET AEROSPACE INC Industrials 1,078.0 $290K 0.07% +776.0 +256.9% $268.87 -1.0%
135 USIG iShares Broad USD Investment Grade Corporate Bond ETF 5,646.0 $289K 0.07% +83.0 +1.5% $51.23 -1.5%
136 IWF ISHARES RUSSELL 2,323.0 $288K 0.07% +2K +299.8% $124.17 -0.3%
137 WTPI WISDOMTREE EQUITY 8,600.0 $282K 0.07% +254.0 +3.0% $32.79 +1.2%
138 SPDW STATE STREET 5,541.0 $279K 0.07% -60.0 -1.1% $50.39 +3.2%
139 GLD SPDR GOLD Financial Services 752.0 $277K 0.07% -14.0 -1.8% $368.38 +14.7%
140 MA MASTERCARD INC Financial Services 494.0 $275K 0.07% +417.0 +541.6% $557.38 +6.2%
Page 7 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%