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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 7 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CVS CVS HEALTH CORP Healthcare 203.0 $21K 0.01% -168.0 -45.3% $103.45 -10.0%
122 PFE PFIZER INC Healthcare 871.0 $21K 0.01% $24.08 +16.1%
123 XOM EXXON MOBIL CORP Energy 152.0 $21K 0.01% $136.72 +14.6%
124 VTR VENTAS INC Real Estate 230.0 $20K 0.01% $88.80 +3.4%
125 USB US BANCORP Financial Services 326.0 $20K 0.01% $60.40 +3.4%
126 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 200.0 $19K 0.01% $96.12 -51.2%
127 NTR NUTRIEN LTD Basic Materials 300.0 $19K 0.01% $62.95 +16.8%
128 IWP ISHARES TR 125.0 $18K 0.01% $146.42 -3.8%
129 DE DEERE & CO Industrials 27.0 $17K 0.01% $634.33 -0.6%
130 ALC ALCON AG Healthcare 250.0 $17K 0.01% $67.10 +7.3%
131 KO COCA COLA CO Consumer Defensive 200.0 $16K 0.01% $81.27 +10.3%
132 MDLZ MONDELEZ INTL INC Consumer Defensive 269.0 $16K 0.01% $57.84 +7.8%
133 CSX CSX CORP Industrials 324.0 $15K 0.01% $47.53 +7.9%
134 IGV ISHARES TR 165.0 $15K 0.01% NEW $90.62 +20.8%
135 NRG NRG ENERGY INC Utilities 100.0 $15K 0.01% NEW $146.06 -23.9%
136 DOW DOW HLDGS INC Basic Materials 512.0 $14K 0.01% -407.0 -44.3% $27.36 +11.5%
137 GDX VANECK ETF TRUST 182.0 $14K 0.01% $75.45 +32.1%
138 UAL UNITED AIRLS HLDGS INC Industrials 100.0 $14K 0.01% $135.99 -18.7%
139 PEP PEPSICO INC Consumer Defensive 100.0 $14K 0.01% $135.40 +4.2%
140 SHW SHERWIN WILLIAMS CO Basic Materials 39.0 $13K 0.01% $344.33 +0.2%
Page 7 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%