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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 4 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK AMERICA CORP Financial Services 5,521.0 $304K 0.19% -89.0 -1.6% $55.00 -6.4%
62 HD HOME DEPOT INC Consumer Cyclical 815.0 $280K 0.17% $343.99 -8.8%
63 VOT VANGUARD INDEX FDS 837.0 $234K 0.14% $279.14 +3.5%
64 PAYX PAYCHEX INC Industrials 1,826.0 $205K 0.13% $112.18 -16.0%
65 WFC WELLS FARGO CO NEW Financial Services 2,036.0 $190K 0.12% $93.20 -18.7%
66 REGN REGENERON PHARMACEUTICALS Healthcare 245.0 $189K 0.12% $771.87 -15.8%
67 NEM NEWMONT CORP Basic Materials 1,879.0 $188K 0.12% $99.85 +8.5%
68 VIG VANGUARD SPECIALIZED FUNDS 767.0 $169K 0.10% +6.0 +0.8% $219.82 +5.1%
69 NFLX NETFLIX INC Communication Services 1,750.0 $164K 0.10% +2K +900.0% $93.76 -4.8%
70 META META PLATFORMS INC Communication Services 245.0 $162K 0.10% $660.09 -8.0%
71 CSCO CISCO SYS INC Technology 2,071.0 $160K 0.10% -237.0 -10.3% $77.05 +53.4%
72 LLY ELI LILLY & CO Healthcare 140.0 $150K 0.09% $1074.69 -3.1%
73 APD AIR PRODS & CHEMS INC Basic Materials 573.0 $142K 0.09% -2K -76.6% $247.13 +17.4%
74 TER TERADYNE INC Technology 684.0 $132K 0.08% $193.57 +77.9%
75 ED CONSOLIDATED EDISON INC Utilities 1,114.0 $111K 0.07% $99.32 +8.1%
76 BXP BXP INC Real Estate 1,505.0 $102K 0.06% +14.0 +0.9% $67.50 -10.9%
77 SLB SLB LIMITED Energy 2,626.0 $101K 0.06% -40K -93.8% $38.38 +49.2%
78 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 300.0 $99K 0.06% -2K -87.0% $329.12 -22.8%
79 XLF SELECT SECTOR SPDR TR 1,737.0 $95K 0.06% $54.77 -5.6%
80 TSLA TESLA INC Consumer Cyclical 205.0 $92K 0.06% $449.72 -7.2%
Page 4 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 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%