Synergy Investment Management, LLC
Top Portfolio Positions
558 positions ·
$32,306,692 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
37,516 | $3,307,388 | 10.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,920 | $2,690,847 | 8.33% | |
| NVDA |
Nvidia Corp
Technology
|
13,656 | $2,381,601 | 7.37% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,086 | $1,781,175 | 5.51% | |
| AAPL |
Apple Inc.
Technology
|
5,733 | $1,454,977 | 4.50% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,241 | $1,141,433 | 3.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,477 | $845,034 | 2.62% | |
| MSFT |
Microsoft Corp
Technology
|
2,160 | $799,565 | 2.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,392 | $687,838 | 2.13% | |
| JNJ |
Johnson & Johnson
Healthcare
|
2,387 | $583,478 | 1.81% |
Portfolio Trend
6 quarters · across all stocks
Holdings in SCI
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 13F history on record for this holder in this stock. | ||||||