Stock Taper

SYNERGY INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NRG Energy, Inc.NRG442$64.38K
RELX PlcRELX429$15.43K
Ross Stores, Inc.ROST426$100.54K
Digital Realty Trust, Inc.DLR417$75.03K
MetLife, Inc.MET415$37.56K
Conagra Brands, Inc.CAG409$6.34K
Axon Enterprise, Inc.AXON406$227.43K
Univest Financial CorporationUVSP397$17.71K
CNO Financial Group, Inc.CNO388$20.03K
General Motors CompanyGM384$31.87K
Mizuho Financial Group, Inc.MFG377$3.7K
Palo Alto Networks, Inc.PANW373$123.41K
Novo Nordisk A/SNVO371$18.88K
DTE Energy CompanyDTE370$54.43K
Edwards Lifesciences CorporationEW361$32.34K
ConocoPhillipsCOP346$39.12K
Cincinnati Financial CorporationCINF343$62.41K
Salesforce, Inc.CRM342$64.27K
Emerson Electric Co.EMR340$48.77K
Morgan StanleyMS334$68.21K