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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 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BLK BLACKROCK INC Financial Services 552.0 $530K 0.39% $960.90 +21.2%
42 BERKSHIRE HATHAWAY INC DEL 1,012.0 $506K 0.37% -12.0 -1.2% $500.39
43 V VISA INC Financial Services 1,424.0 $489K 0.36% +182.0 +14.7% $343.08 +11.2%
44 ORCL ORACLE CORP Technology 3,200.0 $469K 0.34% -11K -77.4% $146.56 +2.8%
45 VTI VANGUARD INDEX FDS 1,252.0 $463K 0.34% +7.0 +0.6% $370.12 +2.5%
46 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 392.0 $367K 0.27% $935.47 +1.1%
47 AMAT APPLIED MATLS INC Technology 492.0 $356K 0.26% -5K -91.1% $723.03 -36.1%
48 RTX RTX CORPORATION Industrials 1,839.0 $349K 0.26% -3K -63.9% $189.70 +11.6%
49 TER TERADYNE INC Technology 685.0 $331K 0.24% $483.55 -26.6%
50 BAC BANK OF AMER CORP Financial Services 5,436.0 $310K 0.23% -85.0 -1.5% $56.98 +9.4%
51 ALPHABET INC 5,950.0 $299K 0.22% NEW $50.30
52 FDX FEDEX CORP Industrials 854.0 $267K 0.20% -9K -91.3% $313.17 +5.7%
53 VOT VANGUARD INDEX FDS 837.0 $256K 0.19% $306.30 -1.1%
54 HD HOME DEPOT INC Consumer Cyclical 689.0 $243K 0.18% -126.0 -15.5% $352.87 -6.4%
55 CSCO CISCO SYS INC Technology 1,973.0 $232K 0.17% -98.0 -4.7% $117.48 -6.4%
56 ABT ABBOTT LABORATORIES Healthcare 2,200.0 $200K 0.15% NEW $90.74 +23.9%
57 VIG VANGUARD SPECIALIZED FUNDS 773.0 $183K 0.13% +6.0 +0.8% $236.75 +2.7%
58 MRK MERCK & CO INC Healthcare 1,381.0 $177K 0.13% -3K -71.3% $128.50 +15.4%
59 NEM NEWMONT CORP Basic Materials 1,886.0 $176K 0.13% $93.41 +37.0%
60 ZTS ZOETIS INC Healthcare 2,350.0 $169K 0.12% +2K +678.1% $71.86 +7.6%
Page 3 of 9  ·  179 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%