Synergy Investment Management, LLC
Position in EL — Estee Lauder Companies Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in EL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$552
+$50 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#793
of 823 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Synergy Investment Management, LLC holds $278,866 across 9 Household & Personal Products names. EL ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,793 | $262,924 | |
| 2 | CL |
Colgate Palmolive Co
|
63 | $5,775 | |
| 3 | KMB |
Kimberly Clark Corp
|
33 | $3,622 | |
| 4 | CLX |
Clorox Co /De/
|
26 | $2,480 | |
| 5 | UL |
Unilever PLC
|
20 | $1,202 | |
| 6 | SPB |
Spectrum Brands Holdings, Inc.
|
12 | $1,029 | |
| 7 | KVUE |
Kenvue Inc.
|
35 | $668 | |
| 8 | NWL |
Newell Brands Inc.
|
100 | $614 |
All Filings in EL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552 | 7 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $502 | 7 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||