Synergy Investment Management, LLC
Position in SCI — Service Corp International
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in SCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,154
+$14,359 QoQ
Shares Held
239
+419.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#444
of 545 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in SCI Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Synergy Investment Management, LLC holds $18,953 across 2 Personal Services names. SCI ranks #1 (95.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
This page
|
239 | $18,154 | |
| 2 | HRB |
H&R Block Inc
|
21 | $799 |
All Filings in SCI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,154 | 239 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,795 | 46 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $6,656 | 83 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,625 | 83 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||