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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 9 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LVS LAS VEGAS SANDS CORP Consumer Cyclical 129.0 $6K 0.00% $46.19 -2.5%
162 TLT ISHARES TR 66.0 $6K 0.00% -7K -99.0% $86.42 -4.1%
163 WMT WALMART INC Consumer Defensive 50.0 $6K 0.00% $113.26 -9.0%
164 BX BLACKSTONE INC Financial Services 46.0 $5K 0.00% +1.0 +2.2% $117.30 +21.4%
165 IGSB ISHARES TR 99.0 $5K 0.00% $52.41 -0.7%
166 SHYG ISHARES TR 122.0 $5K 0.00% $42.42 -0.3%
167 AIA ISHARES TR 35.0 $5K 0.00% $141.69 -2.2%
168 DUPONT DE NEMOURS INC 33.0 $4K 0.00% NEW $135.67
169 AAL AMERICAN AIRLINES GROUP INC Industrials 200.0 $4K 0.00% $18.07 -24.5%
170 HONEYWELL AEROSPACE INC 14.0 $3K 0.00% NEW $221.14
171 MSI MOTOROLA SOLUTIONS INC Technology 6.0 $2K 0.00% $415.33 +17.0%
172 DXC DXC TECHNOLOGY CO Technology 162.0 $1K 0.00% $8.85 +26.6%
173 XLV SELECT SECTOR SPDR TR 9.0 $1K 0.00% -14K -99.9% $158.67 +7.9%
174 VSNT VERSANT MEDIA GROUP INC Industrials 38.0 $1K 0.00% NEW $36.03 +13.9%
175 QS QUANTUMSCAPE CORP Consumer Cyclical 150.0 $1K 0.00% $7.56 -25.8%
176 IEMG ISHARES INC 13.0 $1K 0.00% NEW $82.85 -1.2%
177 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 7.0 $621.0 -40.0 -85.1% $88.71 -28.4%
178 LXRX LEXICON PHARMACEUTICALS INC Healthcare 142.0 $341.0 $2.40 -4.6%
179 ITA ISHARES TR $1.0 NEW
Page 9 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%