Synergy Investment Management, LLC

Position in TSLA — Tesla, Inc.

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in TSLA

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

Position Value

$755,396

+$295,542 QoQ

Shares Held

1,796

+45.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#2,759

of 4,239 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Consumer Cyclical · as of Jun 30, 2026

Synergy Investment Management, LLC holds $805,493 across 7 Auto Manufacturers names. TSLA ranks #1 (93.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	1,796	$755,396
2	GM	General Motors Co	384	$29,598
3	RACE	Ferrari N.V.	22	$8,189
4	TM	Toyota Motor Corp/	37	$6,231
5	F	Ford Motor Co	262	$3,640
6	RIVN	Rivian Automotive, Inc. / DE	100	$1,735
7	HMC	Honda Motor Co Ltd	26	$704

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$755,396	1,796	+45.2%	Shares	Sole	2026-08-14
2026-03-31	$459,854	1,237	+7.8%	Shares	Sole	2026-05-15
2025-12-31	$515,828	1,147	+4.5%	Shares	Sole	2026-02-06
2025-09-30	$488,302	1,098	-4.9%	Shares	Sole	2025-11-07
2025-06-30	$366,579	1,154	-1.6%	Shares	Sole	2025-08-11
2025-03-31	$303,994	1,173	-6.3%	Shares	Sole	2025-04-30
2024-12-31	$505,607	1,252	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.