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Portfolio (Quarterly) Guide ↗

SYNTAX RESEARCH, INC.

· CIK 0001999827
13F Portfolio $156M AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 173 New
Page 3 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BA BOEING CO Industrials 4,266.0 $921K 0.59% NEW $215.83 +1.8%
42 RTX RTX CORPORATION Industrials 5,483.0 $917K 0.59% NEW $167.33 +4.5%
43 OKE ONEOK INC Energy 12,500.0 $912K 0.59% NEW $72.97 +26.9%
44 CVX CHEVRON CORP NEW Energy 5,485.0 $852K 0.55% NEW $155.30 +23.0%
45 STZ CONSTELLATION BRANDS INC-A Consumer Defensive 6,000.0 $808K 0.52% NEW $134.67 +12.3%
46 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 2,299.0 $794K 0.51% NEW $345.49 -26.5%
47 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,824.0 $730K 0.47% NEW $258.36 -8.4%
48 APD AIR PRODS & CHEMS INC Basic Materials 2,450.0 $668K 0.43% NEW $272.70 +6.4%
49 MDT MEDTRONIC PLC Healthcare 6,828.0 $650K 0.42% NEW $95.24 -17.9%
50 BLK BLACKROCK INC Financial Services 492.0 $574K 0.37% NEW $1166.25 -8.8%
51 EEM ISHARES TR 10,271.0 $548K 0.35% NEW $53.40 +23.7%
52 GOOGL ALPHABET INC Communication Services 2,227.0 $541K 0.35% NEW $243.05 +59.5%
53 GOVT ISHARES TR 22,587.0 $522K 0.34% NEW $23.12 -2.1%
54 BERKSHIRE HATHAWAY INC DEL 1,024.0 $515K 0.33% NEW $502.74
55 TIP ISHARES TR 4,582.0 $510K 0.33% NEW $111.21 -0.8%
56 INTC INTEL CORP Technology 15,000.0 $503K 0.32% NEW $33.55 +253.2%
57 QQQ INVESCO QQQ TR Financial Services 816.0 $490K 0.32% NEW $600.52 +19.0%
58 V VISA INC Financial Services 1,271.0 $434K 0.28% NEW $341.37 -3.1%
59 VTI VANGUARD INDEX FDS 1,238.0 $406K 0.26% NEW $328.12 +11.3%
60 MRK MERCK & CO INC Healthcare 4,807.0 $403K 0.26% NEW $83.93 +38.1%
Page 3 of 9  ·  173 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 36.8%
Financial Services 12.9%
Industrials 12.7%
Communication Services 8.0%
Healthcare 7.8%
Real Estate 5.8%
Energy 5.7%
Consumer Cyclical 4.2%
Basic Materials 4.2%
Consumer Defensive 1.6%