Synergy Investment Management, LLC
Position in GIS — General Mills Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in GIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,857
+$1,218 QoQ
Shares Held
312
+20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,199
of 1,331 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GIS Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Synergy Investment Management, LLC holds $34,052 across 9 Packaged Foods names. GIS ranks #1 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
This page
|
312 | $10,857 | |
| 2 | KHC |
Kraft Heinz Co
|
240 | $5,668 | |
| 3 | CAG |
Conagra Brands Inc.
|
409 | $5,505 | |
| 4 | SJM |
J M SMUCKER Co
|
43 | $4,837 | |
| 5 | DAR |
Darling Ingredients Inc.
|
44 | $2,403 | |
| 6 | UTZ |
Utz Brands, Inc.
|
264 | $2,032 | |
| 7 | HRL |
Hormel Foods Corp /De/
|
78 | $1,935 | |
| 8 | MICC |
Magnum Ice Cream Co N.V.
|
29 | $504 |
All Filings in GIS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,857 | 312 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,639 | 259 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $12,316 | 206 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $13,200 | 207 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||