Stock Taper

SYNERGY INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Prudential plcPUK330$9.65K
Illinois Tool Works Inc.ITW324$88.16K
Smith & Nephew plcSNN320$10.45K
IQVIA Holdings Inc.IQV318$78.4K
General Mills, Inc.GIS312$10.87K
Caterpillar Inc.CAT306$314.86K
Thermo Fisher Scientific Inc.TMO305$174.02K
Ameren CorporationAEE300$33.91K
Kinder Morgan, Inc.KMI289$9.23K
Iron Mountain IncorporatedIRM285$34.41K
Microchip Technology IncorporatedMCHP285$20.34K
Home Bancshares, Inc.HOMB284$8.93K
Anheuser-Busch InBev SA/NVBUD282$23.93K
Dow Inc.DOW281$7.72K
Edison InternationalEIX281$22.1K
Smith & Wesson Brands, Inc.SWBI275$4.14K
Granite Point Mortgage Trust Inc.GPMT274$411
Stryker CorporationSYK273$95.83K
Prudential Financial, Inc.PRU271$30.04K
Deutsche Bank AGDB269$9.54K