Stock Taper

SYNERGY INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Simon Property Group, Inc.SPG210$47.45K
O'Reilly Automotive, Inc.ORLY211$19.23K
Encompass Health CorporationEHC211$22.36K
SanofiSNY211$9.46K
Eversource EnergyES213$15.76K
Trane Technologies plcTT214$98.81K
Nucor CorporationNUE215$50.32K
First Busey CorporationBUSE216$6.63K
Cadence Design Systems, Inc.CDNS217$79.7K
Chubb LimitedCB219$78.88K
Costco Wholesale CorporationCOST221$213.41K
PG&E CorporationPCG224$3.84K
Banco Bilbao Vizcaya Argentaria, S.A.BBVA225$5.77K
Blackstone Inc.BX227$27.43K
Quanta Services, Inc.PWR229$132.47K
Viatris Inc.VTRS229$3.65K
PulteGroup, Inc.PHM230$31.29K
Vertiv Holdings CoVRT231$65.94K
Shell plcSHEL231$18.57K
Waste Management, Inc.WM232$52.71K