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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 9 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VCIT VANGUARD INTERMEDIATE 1,884.0 $156K 0.05% NEW $82.75 -0.6%
162 MRVL MARVELL TECHNOLOGY Technology 1,574.0 $156K 0.05% NEW $99.02 +98.3%
163 IUSG ISHARES S&P 1,002.0 $155K 0.05% NEW $155.18 +20.3%
164 IWS ISHARES RUSS 1,056.0 $154K 0.05% NEW $145.74 +8.8%
165 NTAP NETAPP INC Technology 1,457.0 $149K 0.05% NEW $102.41 +36.1%
166 HGER HARBOR COMMODITY 4,738.0 $147K 0.05% NEW $31.01 +3.6%
167 RCL ROYAL CARIBBEAN Consumer Cyclical 531.0 $146K 0.05% NEW $275.38 -7.0%
168 MMIN NEW YORK LIFE INVTS ACTIVE E 6,123.0 $145K 0.05% NEW $23.71 +0.5%
169 IGRO ISHARES INTL 1,731.0 $145K 0.05% NEW $83.79 +5.5%
170 IJK ISHARES S&P 1,439.0 $145K 0.05% NEW $100.62 +11.1%
171 VO VANGUARD MID 498.0 $143K 0.05% NEW $287.18 -72.8%
172 KO COCA COLA COMPANY Consumer Defensive 1,841.0 $140K 0.05% NEW $76.03 +7.2%
173 NTSX WISDOMTREE U S 2,619.0 $137K 0.04% NEW $52.15 +12.6%
174 AMD ADVANCED MICRO Technology 666.0 $135K 0.04% NEW $203.43 +129.8%
175 XOM EXXON MOBIL Energy 765.0 $130K 0.04% NEW $169.63 -8.7%
176 MO ALTRIA GROUP Consumer Defensive 1,965.0 $130K 0.04% NEW $65.99 +12.0%
177 ILCB ISHARES MORNINGSTAR 1,433.0 $129K 0.04% NEW $89.86 +14.9%
178 IYW ISHARES TECHNOLOGY 656.0 $119K 0.04% NEW $181.51 +33.2%
179 SPBO STATE STREET 4,060.0 $118K 0.04% NEW $29.03 -0.5%
180 AFL AFLAC INC Financial Services 1,073.0 $118K 0.04% NEW $109.74 +7.4%
Page 9 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%