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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 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 2,209.0 $789K 0.58% -18.0 -0.8% $357.29 -3.0%
22 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,725.0 $681K 0.50% -115.0 -4.0% $249.98 -5.8%
23 DLR DIGITAL RLTY TR INC Real Estate 3,416.0 $613K 0.45% -11K -76.0% $179.58 +3.3%
24 LMT LOCKHEED MARTIN CORP Industrials 1,048.0 $534K 0.39% -2K -70.5% $509.40 +10.7%
25 BERKSHIRE HATHAWAY INC DEL 1,012.0 $506K 0.37% -12.0 -1.2% $500.39
26 ORCL ORACLE CORP Technology 3,200.0 $469K 0.34% -11K -77.4% $146.56 +2.8%
27 AMAT APPLIED MATLS INC Technology 492.0 $356K 0.26% -5K -91.1% $723.03 -36.1%
28 RTX RTX CORPORATION Industrials 1,839.0 $349K 0.26% -3K -63.9% $189.70 +11.6%
29 BAC BANK OF AMER CORP Financial Services 5,436.0 $310K 0.23% -85.0 -1.5% $56.98 +9.4%
30 FDX FEDEX CORP Industrials 854.0 $267K 0.20% -9K -91.3% $313.17 +5.7%
31 HD HOME DEPOT INC Consumer Cyclical 689.0 $243K 0.18% -126.0 -15.5% $352.87 -6.4%
32 CSCO CISCO SYS INC Technology 1,973.0 $232K 0.17% -98.0 -4.7% $117.48 -6.4%
33 MRK MERCK & CO INC Healthcare 1,381.0 $177K 0.13% -3K -71.3% $128.50 +15.4%
34 PAYX PAYCHEX INC Industrials 1,700.0 $167K 0.12% -126.0 -6.9% $98.33 +29.2%
35 COP CONOCOPHILLIPS Energy 1,054.0 $110K 0.08% -14K -93.2% $103.97 +25.4%
36 META META PLATFORMS INC Communication Services 170.0 $96K 0.07% -75.0 -30.6% $563.29 +2.6%
37 ABNB AIRBNB INC Consumer Cyclical 490.0 $70K 0.05% -17K -97.2% $143.10 +32.4%
38 MDT MEDTRONIC PLC Healthcare 803.0 $63K 0.05% -6K -88.5% $78.28 +16.5%
39 SAP SAP SE Technology 356.0 $55K 0.04% -14.0 -3.8% $154.11 +43.8%
40 SLB SLB LIMITED Energy 1,162.0 $54K 0.04% -1K -55.8% $46.50 +23.3%
Page 2 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%