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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 9 of 55  ·  1,086 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VONG VANGUARD RUSSELL 1,754.0 $224K 0.05% $127.81 -0.1%
162 NTAP NETAPP INC Technology 1,434.0 $222K 0.05% -23.0 -1.6% $154.79 +23.2%
163 IWV ISHARES RUSSELL 518.0 $221K 0.05% -9.0 -1.7% $426.40 +3.0%
164 VGSH VANGUARD SHORT 3,775.0 $220K 0.05% -2K -31.6% $58.21 -0.1%
165 COST COSTCO WHOLESALE Consumer Defensive 221.0 $213K 0.05% +153.0 +225.0% $965.65 -3.2%
166 GE GE Aerospace Com Industrials 581.0 $213K 0.05% +182.0 +45.6% $366.97 -6.6%
167 IGF ISHARES GLOBAL 3,200.0 $213K 0.05% +134.0 +4.4% $66.59 -1.5%
168 DFUS DIMENSIONAL US 2,569.0 $210K 0.05% +268.0 +11.7% $81.69 +3.1%
169 MO ALTRIA GROUP Consumer Defensive 2,875.0 $210K 0.05% +910.0 +46.3% $72.94 -7.2%
170 KLAC KLA Corp Technology 1,088.0 $208K 0.05% +1K +7153.3% $190.74 -3.7%
171 CGSM CAPITAL GRP FIXED INCM ETF T 7,741.0 $204K 0.05% +2K +27.3% $26.39 -0.2%
172 XMHQ INVESCO S&P 1,806.0 $204K 0.05% -381.0 -17.4% $112.86 +6.0%
173 CVX Chevron Corp Energy 1,067.0 $200K 0.05% +810.0 +315.2% $187.65 +6.4%
174 TSM Taiwan Semiconductor Manufacturing Co Ltd Technology 447.0 $200K 0.05% +136.0 +43.7% $447.27 -4.5%
175 IJS ISHARES S&P 1,456.0 $199K 0.05% $136.70 +1.0%
176 GLW Corning Inc Technology 776.0 $198K 0.05% -13.0 -1.6% $255.09 -40.1%
177 TJX TJX Cos Inc/The Consumer Cyclical 1,236.0 $198K 0.05% +997.0 +417.1% $159.90 -16.1%
178 VB VANGUARD SMALL 625.0 $189K 0.05% -53.0 -7.8% $303.01 +0.4%
179 IWS iShares Russell Mid-Cap Value ETF 1,112.0 $183K 0.04% +56.0 +5.3% $164.77 +4.3%
180 DEM WISDOMTREE EMERGING 3,386.0 $182K 0.04% -3K -44.3% $53.79 +3.0%
Page 9 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%