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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 13 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DFCF DIMENSIONAL CORE 1,675.0 $71K 0.02% NEW $42.22 -2.9%
242 QQEW FIRST TRUST 553.0 $70K 0.02% NEW $126.97 +23.7%
243 HWM HOWMET AEROSPACE Industrials 302.0 $70K 0.02% NEW $230.47 -0.8%
244 WMB WILLIAMS COS Energy 950.0 $69K 0.02% NEW $72.74 -2.4%
245 COST COSTCO WHOLESALE Consumer Defensive 68.0 $68K 0.02% NEW $997.21 -10.1%
246 XLI STATE STREET 415.0 $67K 0.02% NEW $161.75 +4.8%
247 BKLN INVESCO SENIOR 3,271.0 $67K 0.02% NEW $20.41 +1.2%
248 PANW PALO ALTO Technology 413.0 $66K 0.02% NEW $160.31 +137.5%
249 VIG VANGUARD SPECIALIZED FUNDS 306.0 $66K 0.02% NEW $214.27 +10.6%
250 BTCO INVESCO GALAXY Financial Services 962.0 $65K 0.02% NEW $67.47 +11.5%
251 VGT VANGUARD INFORMATION 92.0 $64K 0.02% NEW $697.72 -82.8%
252 CGCP CAPITAL GROUP 2,871.0 $64K 0.02% NEW $22.34 -3.0%
253 FDN FIRST TRUST 273.0 $64K 0.02% NEW $234.03 +24.6%
254 TMO THERMO FISHER Healthcare 128.0 $63K 0.02% NEW $491.56 +32.8%
255 VWO VANGUARD FSTE 1,153.0 $62K 0.02% NEW $54.05 +9.9%
256 DVY ISHARES SELECT 410.0 $62K 0.02% NEW $151.32 +5.4%
257 IXC ISHARES GLOBAL 1,073.0 $62K 0.02% NEW $57.62 +2.9%
258 HLT HILTON WORLDWIDE Consumer Cyclical 203.0 $62K 0.02% NEW $304.09 +1.0%
259 CWI STATE STREET 1,668.0 $61K 0.02% NEW $36.59 +11.3%
260 DUK DUKE ENERGY Utilities 457.0 $60K 0.02% NEW $130.91 -10.0%
Page 13 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 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%