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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 7 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 C CITIGROUP INC Financial Services 179.0 $21K 0.01% $116.69 +7.3%
122 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 1,000.0 $21K 0.01% NEW $20.74 +4.9%
123 ALC ALCON AG Healthcare 250.0 $20K 0.01% $78.81 -13.8%
124 NOW SERVICENOW INC Technology 125.0 $19K 0.01% +100.0 +400.0% $153.19 -34.9%
125 NTR NUTRIEN LTD Basic Materials 300.0 $19K 0.01% $61.72 +13.8%
126 XOM EXXON MOBIL CORP Energy 152.0 $18K 0.01% $120.34 +29.9%
127 ADBE ADOBE INC Technology 52.0 $18K 0.01% $350.00 -30.3%
128 VTR VENTAS INC Real Estate 230.0 $18K 0.01% $77.38 +14.5%
129 USB US BANCORP DEL Financial Services 326.0 $17K 0.01% $53.36 +2.1%
130 IWP ISHARES TR 125.0 $17K 0.01% -37.0 -22.8% $136.94 +0.6%
131 GDX VANECK ETF TRUST 182.0 $16K 0.01% $85.77 +0.3%
132 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 200.0 $15K 0.01% $76.67 +12.6%
133 MDLZ MONDELEZ INTL INC Consumer Defensive 269.0 $14K 0.01% $53.83 +14.2%
134 MO ALTRIA GROUP INC Consumer Defensive 250.0 $14K 0.01% $57.66 +27.8%
135 PEP PEPSICO INC Consumer Defensive 100.0 $14K 0.01% $143.52 +3.7%
136 KO COCA COLA CO Consumer Defensive 200.0 $14K 0.01% $69.91 +16.1%
137 T AT&T INC Communication Services 536.0 $13K 0.01% $24.84 +0.4%
138 CL COLGATE PALMOLIVE CO Consumer Defensive 165.0 $13K 0.01% $79.02 +14.4%
139 SHW SHERWIN WILLIAMS CO Basic Materials 39.0 $13K 0.01% $324.05 -5.0%
140 DE DEERE & CO Industrials 27.0 $13K 0.01% $465.59 +14.1%
Page 7 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%