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Portfolio (Quarterly) Guide ↗

SYNTAX RESEARCH, INC.

· CIK 0001999827
13F Portfolio $137M AUM 179 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 25 New 19 Added 51 Reduced 18 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEF ISHARES TR 141,033.0 $13.3M 9.74% +53K +60.4% $94.57 -1.8%
2 SHY ISHARES TR 153,197.0 $12.6M 9.19% +74K +93.9% $82.11 -0.3%
3 USMV ISHARES TR 113,288.0 $10.9M 7.98% +97K +597.8% $96.46 +5.5%
4 NOBL PROSHARES TR 167,585.0 $9.4M 6.88% +110K +193.0% $56.16 +3.9%
5 QUAL ISHARES TR 38,180.0 $8.4M 6.12% +28K +262.5% $219.43 +1.9%
6 IJR ISHARES TR 32,925.0 $4.9M 3.57% +271.0 +0.8% $148.31 -1.8%
7 V VISA INC Financial Services 1,424.0 $489K 0.36% +182.0 +14.7% $343.08 +11.2%
8 VTI VANGUARD INDEX FDS 1,252.0 $463K 0.34% +7.0 +0.6% $370.12 +2.5%
9 VIG VANGUARD SPECIALIZED FUNDS 773.0 $183K 0.13% +6.0 +0.8% $236.75 +2.7%
10 ZTS ZOETIS INC Healthcare 2,350.0 $169K 0.12% +2K +678.1% $71.86 +7.6%
11 ACN ACCENTURE PLC IRELAND Technology 1,150.0 $143K 0.10% +1K +1177.8% $124.44 +52.4%
12 HDV ISHARES TR 4,325.0 $119K 0.09% +4K +942.2% $27.41 +7.4%
13 KLAC KLA CORP Technology 290.0 $87K 0.06% +261.0 +900.0% $301.71 -41.8%
14 SDY SPDR SERIES TRUST 500.0 $76K 0.06% +250.0 +100.0% $152.18 +3.5%
15 CMCSA COMCAST CORP NEW Communication Services 1,798.0 $44K 0.03% +18.0 +1.0% $24.55 +10.2%
16 SCHF SCHWAB STRATEGIC TR 1,309.0 $36K 0.03% +7.0 +0.5% $27.71 +2.1%
17 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 1,013.0 $25K 0.02% +13.0 +1.3% $24.82 -14.2%
18 BKNG BOOKING HOLDINGS INC Consumer Cyclical 50.0 $9K 0.01% +48.0 +2400.0% $178.24 +15.4%
19 BX BLACKSTONE INC Financial Services 46.0 $5K 0.00% +1.0 +2.2% $117.30 +21.4%

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 44.0%
Financial Services 19.6%
Healthcare 6.9%
Industrials 6.0%
Real Estate 5.8%
Communication Services 4.1%
Basic Materials 3.8%
Consumer Cyclical 3.7%
Energy 2.5%
Utilities 2.4%