§ 13F · FUND PROFILE
SYNTAX RESEARCH, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $156M (13F)Positions · 190Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 18K | $12M | 7.7% | −12% |
| 2 | IEF | ISHARES TR | 88K | $8M | 5.4% | +1% |
| 3 | VLUE | ISHARES TR | 57K | $8M | 5.1% | −8% |
| 4 | AAPL | APPLE INC | 29K | $7M | 4.6% | ±0% |
| 5 | SHY | ISHARES TR | 79K | $7M | 4.2% | ±0% |
| 6 | LQD | ISHARES TR | 58K | $6M | 4.0% | ±0% |
| 7 | NOBL | PROSHARES TR | 56K | $6M | 3.8% | −3% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 8K | $5M | 3.3% | ±0% |
| 9 | IJH | ISHARES TR | 64K | $4M | 2.8% | −1% |
| 10 | IJR | ISHARES TR | 32K | $4M | 2.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SYNTAX SIGNAL
AC read
SYNTAX RESEARCH, INC. is a Other fund managing $156 million in assets. The fund runs a portfolio of 190 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed