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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 5 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLOBUS MED INC 1,000.0 $79K 0.06% $79.01
82 SDY SPDR SERIES TRUST 500.0 $76K 0.06% +250.0 +100.0% $152.18 +3.5%
83 ARM ARM HOLDINGS PLC Technology 200.0 $71K 0.05% NEW $354.57 -32.6%
84 NEE NEXTERA ENERGY INC Utilities 804.0 $71K 0.05% $87.77 -6.8%
85 ABNB AIRBNB INC Consumer Cyclical 490.0 $70K 0.05% -17K -97.2% $143.10 +32.4%
86 DRI DARDEN RESTAURANTS INC Consumer Cyclical 337.0 $69K 0.05% $206.01 +4.7%
87 FEDEX FGHT HLDG CO INC 425.0 $64K 0.05% NEW $151.00
88 MDT MEDTRONIC PLC Healthcare 803.0 $63K 0.05% -6K -88.5% $78.28 +16.5%
89 IWO ISHARES TR 146.0 $58K 0.04% $393.97 -3.8%
90 SAP SAP SE Technology 356.0 $55K 0.04% -14.0 -3.8% $154.11 +43.8%
91 SLB SLB LIMITED Energy 1,162.0 $54K 0.04% -1K -55.8% $46.50 +23.3%
92 NVDA NVIDIA CORPORATION Technology 260.0 $52K 0.04% $200.42 +8.5%
93 IYF ISHARES TR 404.0 $52K 0.04% $127.51 +7.7%
94 JNJ JOHNSON & JOHNSON Healthcare 190.0 $48K 0.04% -221.0 -53.8% $253.97 +5.5%
95 CMCSA COMCAST CORP NEW Communication Services 1,798.0 $44K 0.03% +18.0 +1.0% $24.55 +10.2%
96 HPQ HP INC Technology 1,897.0 $42K 0.03% $21.94 +39.1%
97 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 785.0 $40K 0.03% NEW $51.05 +32.1%
98 HONEYWELL INTL INC 177.0 $40K 0.03% NEW $223.27
99 VB VANGUARD INDEX FDS 129.0 $39K 0.03% $303.12 -0.8%
100 CLX CLOROX CO DEL Consumer Defensive 400.0 $38K 0.03% NEW $95.44 +7.4%
Page 5 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%