Synergy Investment Management, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in ISRG

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

Position Value

$33,007

+$31,626 QoQ

Shares Held

+2666.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,046

of 2,223 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Synergy Investment Management, LLC holds $51,998 across 6 Medical Instruments & Supplies names. ISRG ranks #1 (63.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	83	$33,007
2	BDX	Becton Dickinson & Co	50	$7,566
3	LMAT	Lemaitre Vascular Inc	74	$7,101
4	RGEN	Repligen Corp	29	$3,956
5	WST	West Pharmaceutical Services Inc	1	$359
6	AVTR	Avantor, Inc.	1	$9

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,007	83	+2666.7%	Shares	Other	2026-08-14
2026-03-31	$1,381	3	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.