Synergy Investment Management, LLC has released its quarterly holdings report for the third quarter of 2026, as filed with the SEC on November 10, 2026. This filing is a crucial update for the investment management firm, providing insights into its portfolio strategy and investment decisions.

Based in Altamonte Springs, Florida, Synergy Investment Management operates in the investment management sector. The firm is registered with the SEC and has been actively managing investments for its clients. The latest filing, identified by accession number 0002085853-26-001370, details the firm’s holdings as of September 30, 2026.

What the Filing Says

The filing indicates that Synergy Investment Management holds a total of 186 positions, with a reported total value of approximately $445,574,972. This substantial portfolio reflects the firm’s strategic focus on diverse sectors, including technology and healthcare. The report emphasizes the firm’s investment discretion, indicating that it has sole authority over its holdings.

Impact

This update may affect various stakeholders, including clients, competitors, and analysts monitoring the investment management industry. The detailed holdings reveal Synergy's investment approach, potentially influencing how other firms in the sector adjust their strategies in light of market trends.

What's Next

The filing does not specify what actions will follow this report, leaving future developments open-ended. Investors and analysts will likely keep a close eye on subsequent filings for additional insights into Synergy's evolving investment strategies.