SYNERGY INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ABAT | 30K | $100.20K |
 | NVDA | 13K | $2.42M |
 | AMZN | 13K | $2.92M |
 | FSK | 11K | $165.71K |
 | AAPL | 6K | $1.60M |
 | GOOG | 4K | $1.29M |
 | QCOM | 3K | $596.72K |
 | DIS | 3K | $385.02K |
 | CHKP | 2K | $454.62K |
 | JNJ | 2K | $475.94K |
 | DRI | 2K | $391.04K |
 | GOOGL | 2K | $664.55K |
 | UNH | 2K | $685.17K |
 | MSFT | 2K | $942.25K |
 | MMC | 1K | $264.56K |
 | META | 1K | $920.85K |
 | ADP | 1K | $345.20K |
 | FDX | 1K | $365.41K |
 | LLY | 1K | $1.31M |
 | TSLA | 1K | $515.83K |
American Battery Technology Company Common Stock
ABAT
Shares Held
30K
Value
$100.20K
NVIDIA Corporation
NVDA
Shares Held
13K
Value
$2.42M
Amazon.com, Inc.
AMZN
Shares Held
13K
Value
$2.92M
FS KKR Capital Corp.
FSK
Shares Held
11K
Value
$165.71K
Apple Inc.
AAPL
Shares Held
6K
Value
$1.60M
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.29M
QUALCOMM Incorporated
QCOM
Shares Held
3K
Value
$596.72K
The Walt Disney Company
DIS
Shares Held
3K
Value
$385.02K
Check Point Software Technologies Ltd.
CHKP
Shares Held
2K
Value
$454.62K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$475.94K
Darden Restaurants, Inc.
DRI
Shares Held
2K
Value
$391.04K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$664.55K
UnitedHealth Group Incorporated
UNH
Shares Held
2K
Value
$685.17K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$942.25K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
1K
Value
$264.56K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$920.85K
Automatic Data Processing, Inc.
ADP
Shares Held
1K
Value
$345.20K
FedEx Corporation
FDX
Shares Held
1K
Value
$365.41K
Eli Lilly and Company
LLY
Shares Held
1K
Value
$1.31M
Tesla, Inc.
TSLA
Shares Held
1K
Value
$515.83K