§ 13F · FUND PROFILE
SYNTAX RESEARCH, INC..
AUM · $137M (13F)Positions · 179Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 18K | $14M | 10.0% | −1% |
| 2 | IEF | ISHARES TR | 141K | $13M | 9.7% | +59% |
| 3 | SHY | ISHARES TR | 153K | $13M | 9.2% | +94% |
| 4 | USMV | ISHARES TR | 113K | $11M | 8.0% | +273% |
| 5 | NOBL | PROSHARES TR | 168K | $9M | 6.9% | +201% |
| 6 | QUAL | ISHARES TR | 38K | $8M | 6.1% | +347% |
| 7 | AAPL | APPLE INC | 29K | $8M | 6.1% | ±0% |
| 8 | IJR | ISHARES TR | 33K | $5M | 3.6% | +2% |
| 9 | IJH | ISHARES TR | 61K | $5M | 3.5% | −4% |
| 10 | GOOG | ALPHABET INC | 10K | $3M | 2.5% | −45% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SYNTAX SIGNAL
AC read
SYNTAX RESEARCH, INC. is a Other fund managing $137 million in assets. The fund runs a portfolio of 179 positions.
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