Synergy Investment Management, LLC
Position in IQV — Iqvia Holdings Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in IQV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$61,443
+$61,273 QoQ
Shares Held
318
+31700.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#887
of 1,077 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Synergy Investment Management, LLC holds $297,857 across 11 Diagnostics & Research names. IQV ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
305 | $152,913 | |
| 2 | IQV |
Iqvia Holdings Inc.
This page
|
318 | $61,443 | |
| 3 | DHR |
Danaher Corp /De/
|
93 | $17,714 | |
| 4 | A |
Agilent Technologies, Inc.
|
129 | $17,134 | |
| 5 | ILMN |
Illumina, Inc.
|
59 | $10,373 | |
| 6 | MTD |
Mettler Toledo International Inc/
|
8 | $10,219 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
16 | $8,423 | |
| 8 | ICLR |
Icon PLC
|
48 | $8,338 |
All Filings in IQV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,443 | 318 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $170 | 1 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $91,573 | 466 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||