Stock Taper

SYNERGY INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Dollar Tree, Inc.DLTR38$4.6K
UBS Group AGUBS38$1.97K
Intuit Inc.INTU39$12.85K
Allegion plcALLE39$5.48K
Synopsys, Inc.SNPS39$14.57K
Snap-on IncorporatedSNA39$15.62K
Tenaris S.A.TS39$2.18K
Consolidated Edison, Inc.ED39$4.38K
NexPoint Residential Trust, Inc.NXRT39$1.05K
Nokia OyjNOK40$531
The Progressive CorporationPGR40$8.8K
Peloton Interactive, Inc.PTON40$236
Woodside Energy Group LtdWDS40$929
RB Global, Inc.RBA40$4.61K
Novartis AGNVS40$6.32K
Newsmax, Inc.NMAX40$331
Humana Inc.HUM41$15.14K
PriceSmart, Inc.PSMT41$7.89K
Terreno Realty CorporationTRNO42$3.01K
ABM Industries Inc.ABM42$2.07K