Stock Taper 
SYNERGY INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Four Corners Property Trust, Inc. | FCPT | 1.77K | $43.45K |
 Broadcom Inc. | AVGO | 1.7K | $635.04K |
 NextEra Energy, Inc. | NEE | 1.63K | $143.84K |
 Cisco Systems, Inc. | CSCO | 1.54K | $174.41K |
 Annaly Capital Management, Inc. | NLY | 1.51K | $33.87K |
 Berkshire Hathaway Inc. | BRK-B | 1.5K | $754.03K |
 McDonald's Corporation | MCD | 1.47K | $396.95K |
 Carnival Corporation & plc | CCL | 1.47K | $41.33K |
 Marsh & McLennan Companies, Inc. | MRSH | 1.46K | $244.48K |
 The Home Depot, Inc. | HD | 1.45K | $499.6K |
 NetApp, Inc. | NTAP | 1.43K | $221.97K |
 Automatic Data Processing, Inc. | ADP | 1.4K | $314.73K |
 Eli Lilly and Company | LLY | 1.39K | $1.67M |
 Marvell Technology, Inc. | MRVL | 1.39K | $404.19K |
 Slb N.V. | SLB | 1.33K | $62.28K |
 Uber Technologies, Inc. | UBER | 1.3K | $93.98K |
 FedEx Corporation | FDX | 1.28K | $400.43K |
 ONEOK, Inc. | OKE | 1.25K | $109.31K |
 NiSource Inc | NI | 1.24K | $56.31K |
 The TJX Companies, Inc. | TJX | 1.24K | $197.64K |