Synergy Investment Management, LLC

Position in PSMT — Pricesmart Inc

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in PSMT

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

Position Value

$8,008

New position

Shares Held

41

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#333

of 385 holders

Holding Since

Jun 2026

1 quarter 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. PSMT ranks #4 (1.1% 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	109	$12,546
4	PSMT	Pricesmart Inc This page	41	$8,008
5	TGT	Target Corp	54	$7,052
6	DLTR	Dollar Tree, Inc.	38	$4,596

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,008	41	—	Shares	Other	2026-08-14
No filing history on record for this holder in this stock.