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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 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEF ISHARES TR 87,935.0 $8.5M 5.21% +8K +9.5% $96.16 -2.5%
2 LQD ISHARES TR 57,682.0 $6.4M 3.92% +20K +53.4% $110.19 -1.8%
3 NOBL PROSHARES TR 57,194.0 $6.0M 3.67% +2K +2.8% $104.07 +3.1%
4 ORCL ORACLE CORP Technology 14,181.0 $2.8M 1.71% +4K +36.8% $194.91 -2.6%
5 ABNB AIRBNB INC Consumer Cyclical 17,198.0 $2.3M 1.44% +2K +12.0% $135.72 -1.1%
6 AMT AMERICAN TOWER CORP NEW Real Estate 12,117.0 $2.1M 1.31% +12K +5034.3% $175.58 +4.7%
7 QUAL ISHARES TR 10,532.0 $2.1M 1.29% +963.0 +10.1% $198.62 +7.1%
8 FENY FIDELITY COVINGTON TRUST 81,150.0 $2.0M 1.24% +4K +5.4% $24.77 +32.9%
9 USMV ISHARES TR 16,234.0 $1.5M 0.94% +1K +7.5% $94.16 +2.0%
10 BA BOEING CO Industrials 4,555.0 $989K 0.61% +289.0 +6.8% $217.12 +1.1%
11 CVX CHEVRON CORP NEW Energy 5,901.0 $899K 0.56% +416.0 +7.6% $152.40 +25.3%
12 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,840.0 $727K 0.45% +16.0 +0.6% $256.03 -7.6%
13 MDT MEDTRONIC PLC Healthcare 6,979.0 $670K 0.41% +151.0 +2.2% $96.06 -18.6%
14 BLK BLACKROCK INC Financial Services 552.0 $591K 0.36% +60.0 +12.2% $1070.41 -0.6%
15 EEM ISHARES TR 10,418.0 $570K 0.35% +147.0 +1.4% $54.71 +20.7%
16 GOVT ISHARES TR 22,846.0 $526K 0.32% +259.0 +1.1% $23.02 -1.7%
17 TIP ISHARES TR 4,633.0 $509K 0.31% +51.0 +1.1% $109.90 +0.4%
18 VTI VANGUARD INDEX FDS 1,245.0 $417K 0.26% +7.0 +0.6% $335.20 +8.9%
19 VIG VANGUARD SPECIALIZED FUNDS 767.0 $169K 0.10% +6.0 +0.8% $219.82 +5.1%
20 NFLX NETFLIX INC Communication Services 1,750.0 $164K 0.10% +2K +900.0% $93.76 -4.8%
Page 1 of 2  ·  25 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%