Synergy Investment Management, LLC
All 13F Filings
- Location
- Altamonte Springs, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 413,372
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 1,439 | 413,372 | 13F-HR | Synergy Investment Management, LLC |
| Q1 2026 | 5/14/2026 | 1,236 | 305,747 | 13F-HR | Synergy Investment Management, LLC |
| Q4 2025 | 2/6/2026 | 130 | 282,508 | 13F-HR | Synergy Investment Management, LLC |
| Q3 2025 | 11/7/2025 | 133 | 261,822 | 13F-HR | Synergy Investment Management, LLC |
| Q2 2025 | 8/11/2025 | 82 | 165,876 | 13F-HR | Synergy Investment Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 131.7 K | 31.8% | 29.62 K | 0 | 29.62 K |
| ETFs | 281.5 K | 68.1% | 77.77 K | 0 | 77.77 K |
| Debt | 245 | 0.1% | 245 | 0 | 245 |
| Other | 2 | 0.0% | 2 | 0 | 2 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
413,372
Holdings
1439
QoQ value change ($000)
107,625
(35.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.