Stock Taper

SYNERGY INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lloyds Banking Group plcLYG629$3.69K
Fifth Third BancorpFITB628$35.48K
Wells Fargo & CompanyWFC626$52.25K
Fidelity National Financial, Inc.FNF623$29.78K
Micron Technology, Inc.MU618$611.24K
Otis Worldwide CorporationOTIS615$44.06K
American Electric Power Company, Inc.AEP603$78.03K
Century Aluminum CompanyCENX596$25.43K
Fastenal CompanyFAST588$28.24K
Gilead Sciences, Inc.GILD583$74.09K
GE AerospaceGE581$213.21K
T-Mobile US, Inc.TMUS581$104.64K
Unum GroupUNM570$48.07K
Space Exploration Technologies Corp.SPCX555$92.38K
EPR PropertiesEPR550$31.94K
Abbott LaboratoriesABT549$55.43K
Public Service Enterprise Group IncorporatedPEG521$40.85K
Sumitomo Mitsui Financial Group, Inc.SMFG516$12.88K
Teck Resources LimitedTECK502$29.86K
SoFi Technologies, Inc.SOFI500$8.96K