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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
Q2 2026 Q4 2025 · All 9 New 25 Added 29 Reduced
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BXP BXP INC Real Estate 1,505.0 $102K 0.06% +14.0 +0.9% $67.50 +2.7%
22 HDV ISHARES TR 415.0 $50K 0.03% +250.0 +151.5% $121.61 -75.8%
23 NVDA NVIDIA CORPORATION Technology 260.0 $49K 0.03% +100.0 +62.5% $186.55 +16.6%
24 SCHF SCHWAB STRATEGIC TR 1,302.0 $31K 0.02% +36.0 +2.8% $24.03 +17.8%
25 NOW SERVICENOW INC Technology 125.0 $19K 0.01% +100.0 +400.0% $153.19 -5.5%
Page 2 of 2  ·  25 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 41.7%
Financial Services 12.4%
Real Estate 12.3%
Industrials 11.6%
Healthcare 5.5%
Consumer Cyclical 4.8%
Basic Materials 4.5%
Energy 4.0%
Communication Services 2.3%
Consumer Defensive 0.6%