Stock Taper

SYNERGY INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Versant Media Group, Inc. Class AVSNT111$4.1K
Lincoln National CorporationLNC111$3.92K
Kforce Inc.KFRC111$5.82K
Lockheed Martin CorporationLMT111$63.18K
Applied Materials, Inc.AMAT112$56.91K
Fortinet, Inc.FTNT113$17.34K
Wise Group plc Class A Ordinary SharesWSE115$1.37K
NewtekOne, Inc.NEWT115$1.7K
The AES CorporationAES118$1.73K
LTC Properties, Inc.LTC118$4.92K
Designer Brands Inc.DBI119$694
Insulet Corp.PODD120$20.38K
Norwegian Cruise Line Holdings Ltd.NCLH120$2.53K
Alliant Energy CorporationLNT120$8.88K
National Grid plcNGG121$9.54K
Keysight Technologies, Inc.KEYS121$40.54K
Qnity Electronics, Inc.Q122$16.25K
GSK plcGSK122$6.47K
Union Pacific CorporationUNP123$35.6K
Freeport-McMoRan Inc.FCX124$7.77K