Synergy Investment Management, LLC

Position in ALSN — Allison Transmission Holdings Inc

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in ALSN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,254

New position

Shares Held

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#525

of 563 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Synergy Investment Management, LLC holds $40,625 across 7 Auto Parts names. ALSN ranks #4 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc	211	$19,430
2	AZO	Autozone Inc	3	$9,587
3	APTV	Aptiv PLC	96	$5,892
4	ALSN	Allison Transmission Holdings Inc This page	20	$2,254
5	GPC	Genuine Parts Co	14	$1,651
6	BWA	Borgwarner Inc	14	$929
7	VGNT	Versigent PLC	21	$882

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,254	20	—	Shares	Other	2026-08-14
No filing history on record for this holder in this stock.