Holdings
Synergy Investment Management, LLC
As of Jun 30, 2026, Synergy Investment Management, LLC reported 652 positions worth US$48.4M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 22,413 | US$4.42M | +8,757 | Jun 30, 2026 |
| Apple Inc | 13,692 | US$4.12M | +7,959 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 10,220 | US$3.59M | +3,602 | Jun 30, 2026 |
| Amazon.com, Inc. | 15,129 | US$3.58M | +2,209 | Jun 30, 2026 |
| Microsoft Corp. | 4,586 | US$1.75M | +2,426 | Jun 30, 2026 |
| Eli Lilly And Company | 1,390 | US$1.67M | +149 | Jun 30, 2026 |
| Meta Platforms, Inc. | 2,041 | US$1.16M | +564 | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 2,141 | US$891K | +151 | Jun 30, 2026 |
| Qualcomm Incorporated | 4,365 | US$796K | +467 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,497 | US$754K | +518 | Jun 30, 2026 |