Stock Taper 
SYNERGY INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Yum! Brands, Inc. | YUM | 27 | $4.1K |
 Quaker Houghton | KWR | 26 | $3.87K |
 CRISPR Therapeutics AG | CRSP | 26 | $1.42K |
 Ares Management Corporation | ARES | 26 | $3.24K |
 The Clorox Company | CLX | 26 | $2.51K |
 Aon plc | AON | 26 | $9.35K |
 Honda Motor Co., Ltd. | HMC | 26 | $798 |
 RLI Corp. | RLI | 26 | $1.71K |
 Millrose Properties, Inc. | MRP | 25 | $701 |
 Equity LifeStyle Properties, Inc. | ELS | 25 | $1.61K |
 Ameriprise Financial, Inc. | AMP | 25 | $11.47K |
 Figure Technology Solutions, Inc. Class A Common Stock | FIGR | 25 | $624 |
 Moody's Corporation | MCO | 25 | $11.69K |
 Cenovus Energy Inc. | CVE | 25 | $727 |
 Arthur J. Gallagher & Co. | AJG | 25 | $6.72K |
 Amdocs Limited | DOX | 25 | $1.36K |
 DexCom, Inc. | DXCM | 25 | $1.88K |
 Viasat, Inc. | VSAT | 25 | $2.25K |
 ITT Inc. | ITT | 24 | $4.58K |
 Alnylam Pharmaceuticals, Inc. | ALNY | 24 | $6.88K |