13F Insight
DOSSIER · 13F-HR · Q1 2026

Synergy Investment Management, LLC

Synergy Investment's hedge fund based in New York, NY — $306M in tracked AUM across 2,562 positions as of Q1 2026.

SI
Synergy Investment·New York, NY·Hedge Fund
CIK 0002053786 · last filed Mar 31, 2026
Total AUM
$306M
▼ 3.2%
vs prior
Holdings
2,562
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Synergy Investment Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD S&P
$23M38K7.4%
02
IVV
ISHARES TR
$23M35K7.4%
03
VUG
VANGUARD INDEX FDS
$16M36K5.2%
04
DYNF
ISHARES U S
$13M221K4.2%
05
SPYV
STATE STREET
$13M224K4.1%
06
SPYG
STATE STREET
$12M126K4.0%
07
SPTI
STATE STREET
$9M322K3.0%
08
IEMG
ISHARES INC
$9M127K2.9%
09
SPHQ
INVESCO S&P
$8M105K2.6%
10
CGDV
CAPITAL GROUP
$6M152K2.1%

Filing history

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