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

Synergy Investment Management, LLC

$306M in tracked AUM across 2,562 positions as of Q1 2026.

SI
CIK 0002053786 · last filed Mar 31, 2026
Total AUM
$306M
as of Q1 2026
Holdings
2,562
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

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