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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
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CEG CONSTELLATION ENERGY CORP Utilities 3,366.0 $836K 0.61% NEW $248.36 +11.4%
2 CME CME GROUP INC Financial Services 3,564.0 $787K 0.57% NEW $220.83 +29.4%
3 LEIDOS HOLDINGS INC 7,438.0 $766K 0.56% NEW $102.97
4 ECL ECOLAB INC Basic Materials 2,314.0 $645K 0.47% NEW $278.61 +2.9%
5 SYK STRYKER CORPORATION Healthcare 1,991.0 $627K 0.46% NEW $314.84 +5.0%
6 SPGI S&P GLOBAL INC Financial Services 1,462.0 $595K 0.43% NEW $407.25 +8.8%
7 ALPHABET INC 5,950.0 $299K 0.22% NEW $50.30
8 ABT ABBOTT LABORATORIES Healthcare 2,200.0 $200K 0.15% NEW $90.74 +23.9%
9 BSX BOSTON SCIENTIFIC CORP Healthcare 2,650.0 $113K 0.08% NEW $42.68 +9.7%
10 MDLN MEDLINE INC Healthcare 2,250.0 $89K 0.07% NEW $39.44 -10.5%
11 ARM ARM HOLDINGS PLC Technology 200.0 $71K 0.05% NEW $354.57 -32.6%
12 FEDEX FGHT HLDG CO INC 425.0 $64K 0.05% NEW $151.00
13 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 785.0 $40K 0.03% NEW $51.05 +32.1%
14 HONEYWELL INTL INC 177.0 $40K 0.03% NEW $223.27
15 CLX CLOROX CO DEL Consumer Defensive 400.0 $38K 0.03% NEW $95.44 +7.4%
16 SPACE EXPLORATION TECHN CORP 155.0 $26K 0.02% NEW $170.86
17 CEREBRAS SYSTEMS INC 100.0 $22K 0.02% NEW $221.00
18 IGV ISHARES TR 165.0 $15K 0.01% NEW $90.62 +20.8%
19 NRG NRG ENERGY INC Utilities 100.0 $15K 0.01% NEW $146.06 -23.9%
20 CARNIVAL CORP LTD 260.0 $7K 0.01% NEW $28.57
Page 1 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 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%