Synergy Investment Management, LLC

Q3 2025 13F Detailed Holdings

Location
Altamonte Springs, FL
Holdings as of
9/30/2025
Value ($000)
$261,822
Num holdings
134
Date filed
11/7/2025
Form type
13F-HR
Prev filing
8/11/2025
Next filing
2/5/2026
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None