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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 2 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYM STATE STREET 50,386.0 $3.9M 1.26% -911.0 -1.8% $76.54 +14.6%
22 BINC ISHARES FLEXIBLE 73,592.0 $3.8M 1.25% -25K -25.4% $51.93 +0.5%
23 TRFK PACER DATA 55,741.0 $3.5M 1.14% +52K +1414.3% $62.24 +51.9%
24 IUS INVESCO RAFI 59,089.0 $3.4M 1.12% +12K +25.7% $57.92 +12.3%
25 PZA INVESCO NATIONAL 144,430.0 $3.3M 1.09% +86K +145.5% $22.98 -0.1%
26 IAU ISHARES GOLD Financial Services 37,516.0 $3.3M 1.08% -25K -40.1% $88.17 -3.8%
27 VTI VANGUARD TOTAL 9,778.0 $3.1M 1.03% -129.0 -1.3% $320.80 +14.3%
28 CGGR CAPITAL GROUP 73,658.0 $3.0M 0.97% +1K +1.7% $40.19 +14.6%
29 CGMS CAPITAL GROUP 107,169.0 $2.9M 0.95% +3K +3.4% $27.23 +0.8%
30 AMZN AMAZON COM Consumer Cyclical 12,920.0 $2.7M 0.88% +284.0 +2.2% $208.27 +27.9%
31 GOVT ISHARES U S 115,610.0 $2.6M 0.87% NEW $22.91 -1.1%
32 SCHD SCHWAB US 77,924.0 $2.4M 0.78% -3K -4.0% $30.68 +7.0%
33 NVDA NVIDIA CORP Technology 13,656.0 $2.4M 0.78% +679.0 +5.2% $174.40 +23.5%
34 SECT NORTHERN LTS FD TR IV 39,304.0 $2.4M 0.78% NEW $60.39 +15.4%
35 MUB ISHARES NATIONAL 21,572.0 $2.3M 0.75% +4K +22.0% $106.15 +0.0%
36 EFV ISHARES MSCI 30,239.0 $2.2M 0.73% -34K -52.9% $74.35 +5.8%
37 IEFA ISHARES CORE 24,669.0 $2.2M 0.73% +160.0 +0.7% $90.53 +7.4%
38 IVW ISHARES S&P 16,565.0 $1.9M 0.61% +2K +11.9% $113.11 +20.8%
39 CGCB CAPITAL GROUP 68,945.0 $1.8M 0.59% +2K +3.2% $26.26 -0.6%
40 QQQ INVESCO QQQ Financial Services 3,086.0 $1.8M 0.58% +774.0 +33.5% $577.14 +24.3%
Page 2 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%