Synergy-Investment-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-30
Total Holdings
598
Total Value
238713797
Accession Number
0002053786-25-000003
Form Type
13F-HR
Manager Name
Synergy-Investment-Management
Data Enrichment
64% identified
384 identified214 unidentified

Holdings

598 positions • $238.7M total value
Manager:
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Page 25 of 30
TOYOTA MOTOR CORP/
Shares:22
Value:$3.9K
% of Portfolio:0.0% ($3.9K/$238.7M)
74347B680
Shares:48
Value:$3.9K
% of Portfolio:0.0% ($3.9K/$238.7M)
Hewlett Packard Enterprise Co
Shares:250
Value:$3.9K
% of Portfolio:0.0% ($3.9K/$238.7M)
BRISTOL MYERS SQUIBB CO
Shares:62
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$238.7M)
MOODYS CORP /DE/
Shares:8
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$238.7M)
ALLIANT ENERGY CORP
Shares:56
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$238.7M)
Kraft Heinz Co
Shares:117
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$238.7M)
74347B698
Shares:54
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$238.7M)
Marvell Technology, Inc.
Shares:57
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$238.7M)
TYLER TECHNOLOGIES INC
Shares:6
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$238.7M)
MONOLITHIC POWER SYSTEMS INC
Shares:6
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$238.7M)
MICRON TECHNOLOGY INC
Shares:40
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$238.7M)
464287713
Shares:125
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$238.7M)
97717X594
Shares:78
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$238.7M)
65250K105
Shares:40
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$238.7M)
CACI INTERNATIONAL INC /DE/
Shares:9
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$238.7M)
PINNACLE WEST CAPITAL CORP
Shares:34
Value:$3.2K
% of Portfolio:0.0% ($3.2K/$238.7M)
TETRA TECH INC
Shares:111
Value:$3.2K
% of Portfolio:0.0% ($3.2K/$238.7M)
78464A300
Shares:41
Value:$3.2K
% of Portfolio:0.0% ($3.2K/$238.7M)
Crocs, Inc.
Shares:30
Value:$3.2K
% of Portfolio:0.0% ($3.2K/$238.7M)