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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 9 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IGSB ISHARES TR 99.0 $5K 0.00% $52.89 -1.1%
162 SHYG ISHARES TR 122.0 $5K 0.00% $42.88 -1.0%
163 QCLN FIRST TR EXCHANGE-TRADED FD 100.0 $4K 0.00% $44.60 +39.2%
164 Q QNITY ELECTRONICS INC Technology 50.0 $4K 0.00% NEW $81.66 +87.4%
165 DD DUPONT DE NEMOURS INC Basic Materials 100.0 $4K 0.00% $40.20 +17.3%
166 AIA ISHARES TR 35.0 $3K 0.00% $97.51 +38.9%
167 AAL AMERICAN AIRLS GROUP INC Industrials 200.0 $3K 0.00% $15.33 -11.4%
168 DXC DXC TECHNOLOGY CO Technology 162.0 $2K 0.00% $14.65 -37.0%
169 MSI MOTOROLA SOLUTIONS INC Technology 6.0 $2K 0.00% $383.33 +4.4%
170 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 47.0 $2K 0.00% NEW $48.60 +73.8%
171 QS QUANTUMSCAPE CORP Consumer Cyclical 150.0 $2K 0.00% $10.42 -26.4%
172 LXRX LEXICON PHARMACEUTICALS INC Healthcare 142.0 $164.0 $1.15 +93.1%
173 ITA ISHARES TR $1.0 NEW
Page 9 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%