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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 6 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VZ VERIZON COMMUNICATIONS INC Communication Services 883.0 $37K 0.03% $42.34 +18.3%
102 SCHF SCHWAB STRATEGIC TR 1,309.0 $36K 0.03% +7.0 +0.5% $27.71 +2.1%
103 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 123.0 $36K 0.03% -450.0 -78.5% $292.58 +5.3%
104 EMR EMERSON ELEC CO Industrials 251.0 $36K 0.03% $143.15 +8.4%
105 GM GENERAL MTRS CO Consumer Cyclical 466.0 $36K 0.03% $77.08 +11.9%
106 DIS DISNEY WALT CO Communication Services 368.0 $35K 0.03% $96.33 +12.2%
107 GD GENERAL DYNAMICS CORP Industrials 100.0 $35K 0.03% $354.24 +7.1%
108 OKE ONEOK INC NEW Energy 359.0 $31K 0.02% -10K -96.5% $86.82 +9.1%
109 SBUX STARBUCKS CORP Consumer Cyclical 300.0 $31K 0.02% $102.19 +5.5%
110 IWD ISHARES TR 122.0 $30K 0.02% $242.43 +6.6%
111 UNH UNITEDHEALTH GROUP INC Healthcare 67.0 $28K 0.02% $415.64 -5.5%
112 UNP UNION PAC CORP Industrials 99.0 $27K 0.02% $272.00 +13.0%
113 SPACE EXPLORATION TECHN CORP 155.0 $26K 0.02% NEW $170.86
114 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 100.0 $26K 0.02% -200.0 -66.7% $261.37 +31.5%
115 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 315.0 $26K 0.02% $81.16 -9.8%
116 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 1,013.0 $25K 0.02% +13.0 +1.3% $24.82 -14.2%
117 C CITIGROUP INC Financial Services 179.0 $25K 0.02% $139.96 -5.1%
118 CBOE CBOE GLOBAL MKTS INC Financial Services 100.0 $24K 0.02% $242.67 +27.9%
119 CEREBRAS SYSTEMS INC 100.0 $22K 0.02% NEW $221.00
120 LOW LOWES COS INC Consumer Cyclical 100.0 $22K 0.02% $220.49 -5.6%
Page 6 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%