Synergy Investment Management, LLC

Position in DG — Dollar General Corp

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in DG

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

Position Value

$12,546

+$11,953 QoQ

Shares Held

109

+2080.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#962

of 1,127 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Synergy Investment Management, LLC holds $696,848 across 6 Discount Stores names. DG ranks #3 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	4,043	$457,908
2	COST	Costco Wholesale Corp /New	221	$206,738
3	DG	Dollar General Corp This page	109	$12,546
4	PSMT	Pricesmart Inc	41	$8,008
5	TGT	Target Corp	54	$7,052
6	DLTR	Dollar Tree, Inc.	38	$4,596

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,546	109	+2080.0%	Shares	Other	2026-08-14
2026-03-31	$593	5	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.