SYNERGY INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ABAT | 30K | $83.70K |
 | NVDA | 14K | $2.38M |
 | AMZN | 13K | $2.69M |
 | FSK | 11K | $113.90K |
 | AAPL | 6K | $1.46M |
 | GOOG | 4K | $1.22M |
 | QCOM | 4K | $501.93K |
 | DIS | 3K | $334.46K |
 | OPEN | 3K | $15.13K |
 | T | 3K | $72.54K |
 | CIFR | 2K | $31.88K |
 | CHKP | 2K | $349.98K |
 | GOOGL | 2K | $687.94K |
 | JNJ | 2K | $583.42K |
 | HDB | 2K | $58.12K |
 | MSFT | 2K | $799.47K |
 | HR | 2K | $36.21K |
 | DRI | 2K | $416.58K |
 | CARR | 2K | $114.03K |
 | BTI | 2K | $117.31K |
American Battery Technology Company Common Stock
ABAT
Shares Held
30K
Value
$83.70K
NVIDIA Corporation
NVDA
Shares Held
14K
Value
$2.38M
Amazon.com, Inc.
AMZN
Shares Held
13K
Value
$2.69M
FS KKR Capital Corp.
FSK
Shares Held
11K
Value
$113.90K
Apple Inc.
AAPL
Shares Held
6K
Value
$1.46M
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.22M
QUALCOMM Incorporated
QCOM
Shares Held
4K
Value
$501.93K
The Walt Disney Company
DIS
Shares Held
3K
Value
$334.46K
Opendoor Technologies Inc.
OPEN
Shares Held
3K
Value
$15.13K
AT&T Inc.
T
Shares Held
3K
Value
$72.54K
Cipher Mining Inc.
CIFR
Shares Held
2K
Value
$31.88K
Check Point Software Technologies Ltd.
CHKP
Shares Held
2K
Value
$349.98K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$687.94K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$583.42K
HDFC Bank Limited
HDB
Shares Held
2K
Value
$58.12K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$799.47K
Healthcare Realty Trust Incorporated
HR
Shares Held
2K
Value
$36.21K
Darden Restaurants, Inc.
DRI
Shares Held
2K
Value
$416.58K
Carrier Global Corporation
CARR
Shares Held
2K
Value
$114.03K
British American Tobacco p.l.c.
BTI
Shares Held
2K
Value
$117.31K