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Portfolio (Quarterly) Guide ↗

SYNTAX RESEARCH, INC.

· CIK 0001999827
13F Portfolio $162M AUM 193 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 25 Added 29 Reduced 8 Exited
Page 1 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 21,030.0 $14.4M 8.88% $684.93 +8.9%
2 IEF ISHARES TR 87,935.0 $8.5M 5.21% +8K +9.5% $96.16 -2.5%
3 VLUE ISHARES TR 61,561.0 $8.4M 5.19% -3K -4.1% $136.73 +35.2%
4 AAPL APPLE INC Technology 28,826.0 $7.8M 4.83% $271.86 +12.2%
5 SHY ISHARES TR 79,015.0 $6.5M 4.04% -6K -6.9% $82.82 -0.8%
6 LQD ISHARES TR 57,682.0 $6.4M 3.92% +20K +53.4% $110.19 -1.8%
7 NOBL PROSHARES TR 57,194.0 $6.0M 3.67% +2K +2.8% $104.07 +3.1%
8 GOOG ALPHABET INC Communication Services 18,827.0 $5.9M 3.64% -995.0 -5.0% $313.81 +22.2%
9 SPY SPDR S&P 500 ETF TR Financial Services 7,839.0 $5.3M 3.30% -281.0 -3.5% $681.95 +8.9%
10 AVGO BROADCOM INC Technology 13,010.0 $4.5M 2.78% -623.0 -4.6% $346.10 +19.8%
11 IJH ISHARES TR 64,751.0 $4.3M 2.64% $66.00 +10.5%
12 IJR ISHARES TR 32,654.0 $3.9M 2.42% $120.18 +13.4%
13 PLD PROLOGIS INC. Real Estate 28,386.0 $3.6M 2.23% -299.0 -1.0% $127.66 +13.3%
14 MSFT MICROSOFT CORP Technology 6,858.0 $3.3M 2.05% $483.63 -13.3%
15 FCX FREEPORT-MCMORAN INC Basic Materials 64,818.0 $3.3M 2.03% -646.0 -1.0% $50.79 +22.7%
16 QCOM QUALCOMM INC Technology 18,562.0 $3.2M 1.96% -171.0 -0.9% $171.05 +18.4%
17 FDX FEDEX CORP Industrials 9,847.0 $2.8M 1.75% $288.87 +34.6%
18 ANET ARISTA NETWORKS INC Technology 21,471.0 $2.8M 1.74% -3K -13.4% $131.03 +13.4%
19 ORCL ORACLE CORP Technology 14,181.0 $2.8M 1.71% +4K +36.8% $194.91 -2.6%
20 ACWX ISHARES TR 40,976.0 $2.8M 1.70% -3K -6.4% $67.13 +12.2%
Page 1 of 9  ·  173 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.8%
Financial Services 11.6%
Real Estate 11.4%
Industrials 10.8%
Communication Services 9.0%
Healthcare 5.2%
Consumer Cyclical 4.5%
Basic Materials 4.2%
Energy 3.7%
Consumer Defensive 0.5%