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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 7 of 40  ·  782 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VIG VANGUARD SPECIALIZED FUNDS 306.0 $66K 0.02% NEW $214.27 +10.8%
122 BTCO INVESCO GALAXY Financial Services 962.0 $65K 0.02% NEW $67.47 +11.6%
123 VGT VANGUARD INFORMATION 92.0 $64K 0.02% NEW $697.72 -82.8%
124 CGCP CAPITAL GROUP 2,871.0 $64K 0.02% NEW $22.34 -2.9%
125 FDN FIRST TRUST 273.0 $64K 0.02% NEW $234.03 +24.4%
126 TMO THERMO FISHER Healthcare 128.0 $63K 0.02% NEW $491.56 +31.8%
127 VWO VANGUARD FSTE 1,153.0 $62K 0.02% NEW $54.05 +10.2%
128 DVY ISHARES SELECT 410.0 $62K 0.02% NEW $151.32 +5.8%
129 IXC ISHARES GLOBAL 1,073.0 $62K 0.02% NEW $57.62 +3.2%
130 HLT HILTON WORLDWIDE Consumer Cyclical 203.0 $62K 0.02% NEW $304.09 +1.5%
131 CWI STATE STREET 1,668.0 $61K 0.02% NEW $36.59 +11.5%
132 DUK DUKE ENERGY Utilities 457.0 $60K 0.02% NEW $130.91 -9.7%
133 DJD INVESCO DOW 1,000.0 $60K 0.02% NEW $59.74 +8.4%
134 FYX FIRST TRUST 500.0 $60K 0.02% NEW $119.35 +16.4%
135 XLY STATE STREET 542.0 $59K 0.02% NEW $108.98 +2.1%
136 HDB HDFC BANK Financial Services 2,336.0 $58K 0.02% NEW $24.88 -9.1%
137 LEU CENTRUS ENERGY Energy 334.0 $58K 0.02% NEW $173.59 -19.3%
138 NOW SERVICENOW INC Technology 551.0 $58K 0.02% NEW $104.55 +34.9%
139 TMUS T-MOBILE US Communication Services 273.0 $57K 0.02% NEW $209.99 -15.4%
140 VDC VANGUARD CONSUMER 255.0 $57K 0.02% NEW $224.59 +0.8%
Page 7 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%