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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 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 18,266.0 $13.7M 9.99% -3K -13.1% $748.89 +3.2%
2 IJH ISHARES TR 61,492.0 $4.7M 3.46% -3K -5.0% $77.11 -1.8%
3 GOOG ALPHABET INC 9,868.0 $3.5M 2.55% -9K -47.6% $353.33
4 LQD ISHARES TR 26,416.0 $2.9M 2.10% -31K -54.2% $109.07 -2.5%
5 JPM JPMORGAN CHASE & CO Financial Services 7,806.0 $2.6M 1.87% -50.0 -0.6% $327.32 +9.3%
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,364.0 $2.5M 1.83% -4K -57.1% $746.80 +3.0%
7 IEUR ISHARES TR 29,559.0 $2.2M 1.62% -1K -4.1% $75.17 +3.6%
8 AVGO BROADCOM INC Technology 5,760.0 $2.2M 1.59% -7K -55.7% $377.76 -2.4%
9 INTC INTEL CORP Technology 14,000.0 $2.0M 1.43% -1K -6.7% $139.63 -35.9%
10 ACWX ISHARES TR 22,434.0 $1.7M 1.25% -19K -45.2% $76.11 +2.0%
11 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,210.0 $1.1M 0.81% -2K -51.4% $501.25 +24.1%
12 QCOM QUALCOMM INC Technology 5,857.0 $1.1M 0.79% -13K -68.5% $184.78 -11.1%
13 PLD PROLOGIS INC. Real Estate 7,881.0 $1.1M 0.78% -21K -72.2% $135.47 +3.9%
14 AMZN AMAZON COM INC Consumer Cyclical 4,215.0 $1.0M 0.73% -55.0 -1.3% $238.34 +11.8%
15 BA BOEING CO Industrials 4,423.0 $957K 0.70% -132.0 -2.9% $216.47 -3.1%
16 ANET ARISTA NETWORKS INC Technology 5,590.0 $950K 0.69% -16K -74.0% $169.88 +15.0%
17 CVX CHEVRON CORPORATION Energy 5,357.0 $888K 0.65% -544.0 -9.2% $165.76 +21.8%
18 VLUE ISHARES TR 4,164.0 $832K 0.61% -57K -93.2% $199.82 +0.7%
19 FCX FREEPORT MCMORAN INC Basic Materials 12,664.0 $796K 0.58% -52K -80.5% $62.89 +21.6%
20 AMT AMERICAN TOWER CORP Real Estate 4,836.0 $791K 0.58% -7K -60.1% $163.59 +7.7%
Page 1 of 3  ·  51 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%