Portfolio (Quarterly)
Guide ↗
SYNTAX RESEARCH, INC.
· CIK 0001999827| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EQIX | EQUINIX INC | Real Estate | 1,500 | $1.2M | 0.76% | SOLD |
| 2 | WWD | WOODWARD INC | Industrials | 4,000 | $1.0M | 0.65% | SOLD |
| 3 | STZ | CONSTELLATION BRANDS INC-A | Consumer Defensive | 6,000 | $808K | 0.52% | SOLD |
| 4 | CUBE | CUBESMART | Real Estate | 1,750 | $71K | 0.05% | SOLD |
| 5 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 118 | $7K | 0.01% | SOLD |
| 6 | HE | HAWAIIAN ELEC INDUSTRIES | Utilities | 508 | $6K | 0.00% | SOLD |
| 7 | OTIS | OTIS WORLDWIDE CORP | Industrials | 59 | $5K | 0.00% | SOLD |
| 8 | XLE | SELECT SECTOR SPDR TR | — | 10 | $901.0 | 0.00% | SOLD |
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%