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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
Q2 2026 Q1 2026 · All 782 New 68 Added 41 Reduced
Page 17 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 XLC STATE STREET 134.0 $15K 0.01% NEW $110.86 +1.9%
322 GEV GE VERNOVA Utilities 17.0 $15K 0.01% NEW $872.94 +6.0%
323 REET ISHARES GLOBAL 578.0 $15K 0.01% NEW $25.15 +4.8%
324 SNA SNAP ON Industrials 40.0 $14K 0.01% NEW $361.65 +3.1%
325 DOW DOW INC Basic Materials 340.0 $14K 0.01% NEW $41.65 -27.8%
326 VLO VALERO ENERGY Energy 56.0 $14K 0.01% NEW $247.07 +63.2%
327 IYK ISHARES U S 197.0 $14K 0.01% NEW $70.09 +4.4%
328 STAG STAG INDUSTRIAL Real Estate 382.0 $14K 0.01% NEW $36.06 +2.8%
329 JAVA JPMORGAN ACTIVE 188.0 $14K 0.00% NEW $71.82 +12.5%
330 KXI ISHARES GLOBAL 200.0 $13K 0.00% NEW $67.01 +0.5%
331 AMP AMERIPRISE FINANCIAL Financial Services 30.0 $13K 0.00% NEW $444.40 +21.7%
332 AIQ GLOBAL X 284.0 $13K 0.00% NEW $46.67 +35.0%
333 SCHM SCHWAB US 426.0 $13K 0.00% NEW $30.96 +11.6%
334 SPGI S&P GLOBAL Financial Services 31.0 $13K 0.00% NEW $425.35 -4.4%
335 RF REGIONS FINANCIAL Financial Services 504.0 $13K 0.00% NEW $26.12 +9.0%
336 MOS MOSAIC COMPANY Basic Materials 505.0 $13K 0.00% NEW $25.50 -2.8%
337 CALF PACER FDS TR 285.0 $13K 0.00% NEW $44.87 +24.9%
338 AVRE AVANTIS REAL 290.0 $13K 0.00% NEW $44.05 +3.3%
339 REMX VANECK RARE 145.0 $13K 0.00% NEW $88.00 -23.2%
340 SRET GLOBAL X 600.0 $13K 0.00% NEW $21.20 -1.6%
Page 17 of 40  ·  782 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 27.6%
Technology 24.2%
Consumer Cyclical 15.1%
Healthcare 9.7%
Communication Services 7.3%
Industrials 6.9%
Consumer Defensive 3.7%
Energy 2.0%
Utilities 1.4%
Real Estate 1.1%