Stock Taper

SYNERGY INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Arista Networks, Inc.ANET2.5K$422.35K
Cipher Mining Inc.CIFR2.48K$60.69K
Check Point Software Technologies Ltd.CHKP2.45K$322K
Pfizer Inc.PFE2.41K$59.24K
HDFC Bank LimitedHDB2.36K$61.01K
Intel Corp.INTC2.24K$227.58K
JPMorgan Chase & Co.JPM2.22K$747.86K
Bank of America CorporationBAC2.19K$130.64K
British American Tobacco p.l.c.BTI2.15K$133.16K
UnitedHealth Group IncorporatedUNH2.14K$890.55K
Darden Restaurants, Inc.DRI2.13K$437.77K
The Williams Companies, Inc.WMB2.12K$152.77K
Meta Platforms, Inc.META2.04K$1.16M
Carrier Global CorporationCARR2.03K$148.71K
CSX CorporationCSX1.94K$98K
Regions Financial CorporationRF1.86K$57.21K
Netflix, Inc.NFLX1.84K$132.84K
Tesla, Inc.TSLA1.8K$676.04K
The Procter & Gamble CompanyPG1.79K$262.57K
LifeStance Health Group, Inc.LFST1.77K$19.25K