§ 13F · FUND PROFILE
SYNTAX RESEARCH, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $140.8T (13F)Positions · 187Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 21K | $14.4T | 8.9% | ±0% |
| 2 | IEF | ISHARES TR | 88K | $8.5T | 5.2% | +10% |
| 3 | VLUE | ISHARES TR | 62K | $8.4T | 5.2% | −4% |
| 4 | AAPL | APPLE INC | 29K | $7.8T | 4.8% | ±0% |
| 5 | SHY | ISHARES TR | 79K | $6.5T | 4.0% | −7% |
| 6 | LQD | ISHARES TR | 58K | $6.4T | 3.9% | +53% |
| 7 | NOBL | PROSHARES TR | 57K | $6.0T | 3.7% | +3% |
| 8 | SPY | SPDR S&P 500 ETF TR | 8K | $5.3T | 3.3% | −3% |
| 9 | IJH | ISHARES TR | 65K | $4.3T | 2.6% | ±0% |
| 10 | IJR | ISHARES TR | 33K | $3.9T | 2.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SYNTAX SIGNAL
AC read
SYNTAX RESEARCH, INC. is a Other fund managing $140798.4 trillion in assets. The fund runs a portfolio of 187 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed