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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 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 190.0 $48K 0.04% -221.0 -53.8% $253.97 +5.5%
42 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 123.0 $36K 0.03% -450.0 -78.5% $292.58 +5.3%
43 OKE ONEOK INC NEW Energy 359.0 $31K 0.02% -10K -96.5% $86.82 +9.1%
44 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 100.0 $26K 0.02% -200.0 -66.7% $261.37 +31.5%
45 CVS CVS HEALTH CORP Healthcare 203.0 $21K 0.01% -168.0 -45.3% $103.45 -10.0%
46 DOW DOW HLDGS INC Basic Materials 512.0 $14K 0.01% -407.0 -44.3% $27.36 +11.5%
47 CWB SPDR SERIES TRUST 115.0 $12K 0.01% -7.0 -5.7% $107.83 -5.0%
48 GOVT ISHARES TR 496.0 $11K 0.01% -22K -97.8% $22.78 -1.4%
49 TLT ISHARES TR 66.0 $6K 0.00% -7K -99.0% $86.42 -4.1%
50 XLV SELECT SECTOR SPDR TR 9.0 $1K 0.00% -14K -99.9% $158.67 +7.9%
51 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 7.0 $621.0 -40.0 -85.1% $88.71 -28.4%
Page 3 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%