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Portfolio (Quarterly) Guide ↗

SYNTAX RESEARCH, INC.

· CIK 0001999827
13F Portfolio $162M AUM 193 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 25 Added 29 Reduced 8 Exited
Page 6 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HON HONEYWELL INTL INC Industrials 191.0 $37K 0.02% $195.09 +14.7%
102 VZ VERIZON COMMUNICATIONS INC Communication Services 883.0 $36K 0.02% $40.73 +17.4%
103 KLAC KLA CORP Technology 29.0 $35K 0.02% $1215.10 +51.6%
104 SDY SPDR SERIES TRUST 250.0 $35K 0.02% NEW $139.16 +6.9%
105 GD GENERAL DYNAMICS CORP Industrials 100.0 $34K 0.02% $336.66 +0.6%
106 EMR EMERSON ELEC CO Industrials 251.0 $33K 0.02% $132.72 +1.6%
107 VB VANGUARD INDEX FDS 129.0 $33K 0.02% $257.95 +11.0%
108 SCHF SCHWAB STRATEGIC TR 1,302.0 $31K 0.02% +36.0 +2.8% $24.03 +13.8%
109 CVS CVS HEALTH CORP Healthcare 371.0 $29K 0.02% $79.36 +17.6%
110 KR KROGER CO Consumer Defensive 433.0 $27K 0.02% $62.48 +7.3%
111 IWD ISHARES TR 122.0 $26K 0.02% $210.34 +11.6%
112 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 315.0 $25K 0.02% $80.30 -2.3%
113 SBUX STARBUCKS CORP Consumer Cyclical 300.0 $25K 0.02% $84.21 +26.5%
114 CBOE CBOE GLOBAL MKTS INC Financial Services 100.0 $25K 0.01% $251.00 +40.2%
115 ACN ACCENTURE PLC IRELAND Technology 90.0 $24K 0.01% $268.30 -33.7%
116 LOW LOWES COS INC Consumer Cyclical 100.0 $24K 0.01% $241.16 -9.9%
117 UNP UNION PAC CORP Industrials 99.0 $23K 0.01% $231.32 +14.9%
118 UNH UNITEDHEALTH GROUP INC Healthcare 67.0 $22K 0.01% $330.12 +16.1%
119 PFE PFIZER INC Healthcare 871.0 $22K 0.01% $24.90 +4.2%
120 DOW DOW INC Basic Materials 919.0 $21K 0.01% -419.0 -31.3% $23.37 +53.6%
Page 6 of 9  ·  173 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 38.8%
Financial Services 11.6%
Real Estate 11.4%
Industrials 10.8%
Communication Services 9.0%
Healthcare 5.2%
Consumer Cyclical 4.5%
Basic Materials 4.2%
Energy 3.7%
Consumer Defensive 0.5%