Long-term investor
Synergy Investment Management, LLC @synergyinvestmentmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002053786).
Record
- Tracked since 2025-06-30 (448 days), 169 trades recorded
- Returns: week n/a · month n/a · 90 days +12.0% · 6 months n/a · 1 year +17.8% · all +17.8%
- Max drawdown n/a · win rate 3% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 9.8% · long · since 2025-06-30
- 922908363 · 6.1% · long · since 2025-06-30
- 922908736 · 4.4% · long · since 2025-06-30
- 09290C103 · 4.3% · long · since 2025-09-30
- 78464A409 · 4.1% · long · since 2025-06-30
- 78464A508 · 3.4% · long · since 2025-06-30
- 46434G103 · 2.8% · long · since 2025-06-30
- 78464A672 · 2.6% · long · since 2025-06-30
- 09290C780 · 2.4% · long · since 2025-09-30
- 09290C665 · 2.0% · long · since 2026-06-30
- 46429B267 · 1.9% · long · since 2026-03-31
- 14020W106 · 1.8% · long · since 2025-09-30