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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 8 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NOW SERVICENOW INC Technology 125.0 $12K 0.01% $99.28 +45.8%
142 CWB SPDR SERIES TRUST 115.0 $12K 0.01% -7.0 -5.7% $107.83 -5.0%
143 GS GOLDMAN SACHS GROUP INC Financial Services 12.0 $12K 0.01% $1011.42 +2.2%
144 GOVT ISHARES TR 496.0 $11K 0.01% -22K -97.8% $22.78 -1.4%
145 T AT&T INC Communication Services 536.0 $11K 0.01% $20.70 +25.6%
146 ADBE ADOBE INC Technology 52.0 $11K 0.01% $205.04 +42.2%
147 DAL DELTA AIR LINES INC Industrials 100.0 $9K 0.01% $93.66 -14.5%
148 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 190.0 $9K 0.01% $47.81 -11.6%
149 BKNG BOOKING HOLDINGS INC Consumer Cyclical 50.0 $9K 0.01% +48.0 +2400.0% $178.24 +15.4%
150 ADP AUTOMATIC DATA PROCESSING IN Industrials 39.0 $9K 0.01% $223.97 +28.4%
151 WYNN WYNN RESORTS LTD Consumer Cyclical 89.0 $9K 0.01% $97.10 -1.9%
152 MELI MERCADOLIBRE INC Consumer Cyclical 5.0 $8K 0.01% $1697.40 +15.8%
153 Q QNITY ELECTRONICS INC Technology 50.0 $8K 0.01% $163.32 -26.4%
154 PFF ISHARES TR 255.0 $8K 0.01% $30.49 +0.2%
155 CARNIVAL CORP LTD 260.0 $7K 0.01% NEW $28.57
156 LUV SOUTHWEST AIRLS CO Industrials 138.0 $7K 0.01% $51.42 -22.9%
157 MCD MCDONALDS CORP Consumer Cyclical 25.0 $7K 0.01% $270.32 -2.0%
158 ALL ALLSTATE CORP Financial Services 28.0 $7K 0.01% $237.96 +9.5%
159 SHEL SHELL PLC Energy 83.0 $6K 0.01% $77.54 +17.2%
160 QCLN FIRST TR EXCHANGE-TRADED FD 100.0 $6K 0.00% $61.32 -20.3%
Page 8 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%