Fund HoldingsSYNTAX RESEARCH, INC.

Total Portfolio Value
$130.97M
Total Bought
$12.71M
Total Sold
$4.87M
Net Transaction
+$7.84M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
AMERICOLD REALTY TRUST(COLD)0100,000+100,00002,4921.90%+2,492
AIR PRODUCTS & CHEMICALS INC2,00012,000+10,0005482,9072.22%+2,360
Newmont Corp(NEM)50,00080,000+30,0002,0702,8672.19%+798
NUTRIEN LTD(NTR)40,00055,000+15,0002,2532,9872.28%+734
BOSTON PROPERTIES INC(BXP)27,00040,000+13,0001,8952,6121.99%+718
AMERICAN TOWER CORP-CL A(AMT)10,00014,000+4,0002,1592,7662.11%+607
ISHARES TR020,288+20,288010,6668.14%+10,666
SPDR S&P 500 ETF TR(SPY)9,8799,913+344,6965,1853.96%+489
CHEVRON CORP NEW(CVX)02,702+2,70204260.33%+426
ISHARES TR091,327+91,32705,5474.24%+5,547
DIGITAL REALTY TRUST INC(DLR)12,00014,000+2,0001,6152,0171.54%+402
CUBESMART(CUBE)45,00055,000+10,0002,0862,4871.90%+401
ARCHER-DANIELS-MIDLAND CO25,00035,000+10,0001,8062,1981.68%+393
ISHARES TR
MSCI USA VALUE
065,562+65,56207,1015.42%+7,101
QUALCOMM INC(QCOM)15,00015,00002,1692,5401.94%+370
RAYTHEON TECHNOLOGIES CORP(RTX)25,00025,00002,1042,4381.86%+335
MICROSOFT CORP(MSFT)7,6627,575-872,8813,1872.43%+306
JPMORGAN CHASE & CO(JPM)8,1688,215+471,3891,6461.26%+256
PROSHARES TR
S&P 500 DV ARIST
45,06944,537-5324,2914,5173.45%+226
FEDEX CORP(FDX)02,468+2,46807150.55%+715
ISHARES TR
CORE MSCI EURO
75,08474,038-1,0464,1314,2833.27%+152
QUALCOMM INC(QCOM)5,1695,304+1357488980.69%+150
ISHARES TR084,451+84,45104,5093.44%+4,509
AMAZON COM INC(AMZN)3,7803,880+1005747000.53%+126
ELI LILLY & CO(LLY)223323+1001302510.19%+121
ALPHABET INC(GOOG)10,93710,837-1001,5411,6501.26%+109
RTX CORPORATION(RTX)6,4986,701+2035476540.50%+107
BROADCOM INC(AVGO)838777-619361,0290.79%+93
WASTE MGMT INC DEL(WM)2,1532,244+913864780.37%+93
PROLOGIS INC(PLD)15,00016,000+1,0002,0002,0841.59%+84
BERKSHIRE HATHAWAY INC DEL01,024+1,02404310.33%+431
DIGITAL RLTY TR INC(DLR)4,1804,354+1745626270.48%+65
DOW INC(DOW)9,1869,620+4345045570.43%+54
ISHARES TR
CORE HIGH DV ETF
5,9525,984+326076600.50%+53
MERCK & CO INC(MRK)2,1752,17502372870.22%+50
MEDTRONIC PLC(MDT)5,8146,033+2194795260.40%+47
ISHARES TR
MSCI USA QLT FCT
2,4732,477+43644070.31%+43
FEDEX CORP(FDX)08,000+8,00002,3181.77%+2,318
TESLA INC(TSLA)0375+3750660.05%+66
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,2001,20001251630.12%+38
BANK AMERICA CORP5,1455,554+4091732110.16%+37
NUTRIEN LTD(NTR)6,5247,408+8843684020.31%+35
META PLATFORMS INC(META)2452450871190.09%+32
HOME DEPOT INC(HD)803804+12783080.24%+30
BLACKROCK INC(BLK)484508+243934230.32%+30
REGENERON PHARMACEUTICALS(REGN)34534503033320.25%+29
COSTCO WHSL CORP NEW(COST)39239202592870.22%+28
ALPHABET INC(GOOG)2,2202,22003103350.26%+25
VISA INC(V)1,2651,266+13293530.27%+24
NETFLIX INC(NFLX)1751750851060.08%+21
WELLS FARGO CO NEW(WFC)2,0362,03601001180.09%+18
EATON CORP PLC(ETN)225225054700.05%+16
BOSTON PROPERTIES INC(BXP)6,7747,524+7504754910.38%+16
ISHARES TR010,116+10,11601,1180.85%+1,118
LOCKHEED MARTIN CORP(LMT)1,0081,039+314574730.36%+16
DISNEY WALT CO(DIS)0475+4750580.04%+58
SAP SE(SAP)370370057720.06%+15
VANGUARD INDEX FDS83783701841970.15%+14
COCA COLA CO(KO)0200+2000120.01%+12
ISHARES TR1,8711,877+62192310.18%+12
VENTAS INC(VTR)0230+2300100.01%+10
VANGUARD SPECIALIZED FUNDS741744+31261360.10%+10
CATERPILLAR INC(CAT)0135+1350490.04%+49
ISHARES TR
MSCI USA MIN ETF
1,4751,47501151230.09%+8
SELECT SECTOR SPDR TR
ST STR FINL ETF
1,7371,737065730.06%+8
GENERAL DYNAMICS CORP(GD)252252065710.05%+6
VERIZON COMMUNICATIONS INC(VZ)01,300+1,3000550.04%+55
PROLOGIS INC.(PLD)4,9615,121+1606616670.51%+5
ISHARES TR472472055600.05%+5
ARCHER DANIELS MIDLAND CO4,8325,641+8093493540.27%+5
NEWMONT CORP(NEM)11,00712,860+1,8534564610.35%+5
KROGER CO(KR)0433+4330250.02%+25
THERMO FISHER SCIENTIFIC INC(TMO)088+880510.04%+51
ISHARES TR17,87317,998+1255005050.39%+4
GENERAL MTRS CO(GM)0466+4660210.02%+21
ISHARES TR404404035390.03%+4
EMERSON ELEC CO(EMR)0251+2510280.02%+28
AIR PRODS & CHEMS INC1,8662,124+2585115150.39%+4
MATCH GROUP INC NEW(MTCH)0100+100040.00%+4
FIRST TR EXCHANGE-TRADED FD0100+100030.00%+3
KLA CORP(KLAC)2929017200.02%+3
ZOOM VIDEO COMMUNICATIONS IN(ZM)69119+50580.01%+3
ISHARES TR146146037400.03%+3
NEXTERA ENERGY INC(NEE)0804+8040510.04%+51
ISHARES TR0262+2620300.02%+30
C4 THERAPEUTICS INC1,0001,0000680.01%+3
EXXON MOBIL CORP0152+1520180.01%+18
INVESCO QQQ TR04,912+4,91202,1811.67%+2,181
CLOROX CO DEL(CLX)0221+2210340.03%+34
APPLIED MATLS INC049+490100.01%+10
MOTOROLA SOLUTIONS INC(MSI)06+6020.00%+2
CITIGROUP INC(C)0179+1790110.01%+11
VANGUARD INDEX FDS0129+1290290.02%+29
FREEPORT-MCMORAN INC(FCX)0413+4130190.01%+19
PUBLIC SVC ENTERPRISE GRP IN(PEG)0315+3150210.02%+21
ELEVANCE HEALTH INC(ELV)036+360190.01%+19
COLGATE PALMOLIVE CO(CL)0165+1650150.01%+15
ISHARES TR0122+1220220.02%+22
ISHARES TR01,458+1,4580470.04%+47
HEWLETT PACKARD ENTERPRISE C(HPE)01,897+1,8970340.03%+34
Page 1 of 1