Synergy Investment Management, LLC - Q12026 Holdings

Synergy Investment Management, LLC holds 910 stocks with a total portfolio value of $ 305.75M as of Q12026. In Q12026, Synergy Investment Management, LLC added 781 new positions, increased stakes in 71 stocks, reduced 42 holdings, and fully exited 1 position. The largest holding is Vanguard S&P (VOO), representing 7.42% of the total portfolio.