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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 4 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WFC WELLS FARGO & CO Financial Services 2,036.0 $168K 0.12% $82.64 +4.9%
62 LLY ELI LILLY & CO Healthcare 140.0 $168K 0.12% $1199.44 -2.2%
63 PAYX PAYCHEX INC Industrials 1,700.0 $167K 0.12% -126.0 -6.9% $98.33 +29.2%
64 REGN REGENERON PHARMACEUTICALS Healthcare 245.0 $153K 0.11% $623.54 +27.4%
65 CAT CATERPILLAR INC Industrials 135.0 $144K 0.10% $1064.90 -24.9%
66 ACN ACCENTURE PLC IRELAND Technology 1,150.0 $143K 0.10% +1K +1177.8% $124.44 +52.4%
67 NFLX NETFLIX INC. Communication Services 1,750.0 $125K 0.09% $71.40 +14.5%
68 ED CONSOLIDATED EDISON INC Utilities 1,114.0 $123K 0.09% $110.63 -2.8%
69 HDV ISHARES TR 4,325.0 $119K 0.09% +4K +942.2% $27.41 +7.4%
70 BSX BOSTON SCIENTIFIC CORP Healthcare 2,650.0 $113K 0.08% NEW $42.68 +9.7%
71 COP CONOCOPHILLIPS Energy 1,054.0 $110K 0.08% -14K -93.2% $103.97 +25.4%
72 PECO PHILLIPS EDISON & CO INC Real Estate 2,527.0 $105K 0.08% $41.62 -6.1%
73 ETN EATON CORP PLC Industrials 225.0 $96K 0.07% $426.12 -5.5%
74 META META PLATFORMS INC Communication Services 170.0 $96K 0.07% -75.0 -30.6% $563.29 +2.6%
75 XLF SELECT SECTOR SPDR TR 1,737.0 $93K 0.07% $53.61 +8.4%
76 MDLN MEDLINE INC Healthcare 2,250.0 $89K 0.07% NEW $39.44 -10.5%
77 KLAC KLA CORP Technology 290.0 $87K 0.06% +261.0 +900.0% $301.71 -41.8%
78 TSLA TESLA INC Consumer Cyclical 205.0 $86K 0.06% $420.60 -17.1%
79 AMGN AMGEN INC Healthcare 237.0 $86K 0.06% $362.12 +19.4%
80 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,897.0 $86K 0.06% $45.11 +15.9%
Page 4 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%