Stock Taper

SYNERGY INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
American Battery Technology Company Common StockABAT30K$84.9K
NVIDIA CorporationNVDA22.41K$4.42M
Amazon.com, Inc.AMZN15.13K$3.58M
Apple Inc.AAPL13.69K$4.12M
FS KKR Capital Corp.FSK11.55K$121.24K
Alphabet Inc.GOOGL5.21K$1.81M
Alphabet Inc.GOOG5.07K$1.77M
Microsoft CorporationMSFT4.59K$1.75M
Healthcare Realty Trust IncorporatedHR4.51K$90.89K
QUALCOMM IncorporatedQCOM4.37K$795.64K
Walmart Inc.WMT4.04K$460.21K
The Walt Disney CompanyDIS3.71K$358.04K
Opendoor Technologies Inc.OPEN3.23K$14.94K
Boston Scientific CorporationBSX3.18K$142.04K
The Coca-Cola CompanyKO3.13K$265.77K
AT&T Inc.T2.96K$63.75K
Verizon Communications Inc.VZ2.88K$128.53K
Altria Group, Inc.MO2.88K$209.7K
Johnson & JohnsonJNJ2.6K$663.34K
Palantir Technologies Inc.PLTR2.57K$301.55K