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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 6 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EMR EMERSON ELEC CO Industrials 251.0 $33K 0.02% NEW $131.18 +2.8%
102 VB VANGUARD INDEX FDS 129.0 $33K 0.02% NEW $254.29 +12.6%
103 KLAC KLA CORP Technology 29.0 $31K 0.02% NEW $1078.62 +70.8%
104 DOW DOW INC Basic Materials 1,338.0 $31K 0.02% NEW $22.93 +56.6%
105 NVDA NVIDIA CORPORATION Technology 160.0 $30K 0.02% NEW $186.64 +17.6%
106 SCHF SCHWAB STRATEGIC TR 1,266.0 $29K 0.02% NEW $23.27 +17.6%
107 KR KROGER CO Consumer Defensive 433.0 $29K 0.02% NEW $67.41 -0.5%
108 GM GENERAL MTRS CO Consumer Cyclical 466.0 $28K 0.02% NEW $60.97 +26.6%
109 CVS CVS HEALTH CORP Healthcare 371.0 $28K 0.02% NEW $75.39 +23.8%
110 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 315.0 $26K 0.02% NEW $83.46 -6.0%
111 SBUX STARBUCKS CORP Consumer Cyclical 300.0 $25K 0.02% NEW $84.60 +25.9%
112 LOW LOWES COS INC Consumer Cyclical 100.0 $25K 0.02% NEW $251.31 -13.5%
113 IWD ISHARES TR 122.0 $25K 0.02% NEW $203.59 +15.3%
114 CBOE CBOE GLOBAL MKTS INC Financial Services 100.0 $25K 0.02% NEW $245.25 +43.5%
115 UNP UNION PAC CORP Industrials 99.0 $23K 0.01% NEW $236.37 +12.4%
116 UNH UNITEDHEALTH GROUP INC Healthcare 67.0 $23K 0.01% NEW $345.31 +11.0%
117 IWP ISHARES TR 162.0 $23K 0.01% NEW $142.41 -3.2%
118 NOW SERVICENOW INC Technology 25.0 $23K 0.01% NEW $920.28 -89.2%
119 PFE PFIZER INC Healthcare 871.0 $22K 0.01% NEW $25.48 +1.8%
120 ACN ACCENTURE PLC IRELAND Technology 90.0 $22K 0.01% NEW $246.60 -27.9%
Page 6 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%