Fund Holdings — SYNTAX RESEARCH, INC.

Total Portfolio Value
$130.97M
Total Bought
$12.16M
Total Sold
$20.29M
Net Transaction
-$8.12M
Filing Period:
Securities
▲▼
SharesValue ($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 TR21,09120,288-80310,07410,6668.14%+593
SPDR S&P 500 ETF TR(SPY)9,8799,913+344,6965,1853.96%+489
CHEVRON CORP NEW(CVX)352,702+2,66754260.33%+421
ISHARES TR18,54791,327+72,7805,1405,5474.24%+407
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
66,50665,562-9446,7287,1015.42%+373
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
ISHARES TR
CORE MSCI EURO
75,08474,038-1,0464,1314,2833.27%+152
ISHARES TR85,56084,451-1,1094,3674,5093.44%+142
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
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 DEL1,0241,02403654310.33%+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)9,0008,000-1,0002,2772,3181.77%+41
TESLA INC(TSLA)105375+27026660.05%+40
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,2001,20001251630.12%+38
BANK AMERICA CORP5,1455,554+4091732110.16%+37
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
ISHARES TR10,18010,116-641,1021,1180.85%+16
LOCKHEED MARTIN CORP(LMT)1,0081,039+314574730.36%+16
DISNEY WALT CO(DIS)474475+143580.04%+15
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)135135040490.04%+10
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)1,3001,300049550.04%+6
ISHARES TR472472055600.05%+5
KROGER CO(KR)433433020250.02%+5
THERMO FISHER SCIENTIFIC INC(TMO)8888047510.04%+4
ISHARES TR17,87317,998+1255005050.39%+4
GENERAL MTRS CO(GM)466466017210.02%+4
ISHARES TR404404035390.03%+4
EMERSON ELEC CO(EMR)251251024280.02%+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)804804049510.04%+3
ISHARES TR262262027300.02%+3
C4 THERAPEUTICS INC(CCCC)1,0001,0000680.01%+3
EXXON MOBIL CORP152152015180.01%+2
INVESCO QQQ TR5,3204,912-4082,1792,1811.67%+2
CLOROX CO DEL(CLX)221221032340.03%+2
APPLIED MATLS INC494908100.01%+2
MOTOROLA SOLUTIONS INC(MSI)06+6020.00%+2
CITIGROUP INC(C)17917909110.01%+2
VANGUARD INDEX FDS129129028290.02%+2
FREEPORT-MCMORAN INC(FCX)412413+118190.01%+2
PUBLIC SVC ENTERPRISE GRP IN(PEG)315315019210.02%+2
ELEVANCE HEALTH INC(ELV)3636017190.01%+2
COLGATE PALMOLIVE CO(CL)165165013150.01%+2
ISHARES TR122122020220.02%+2
ISHARES TR1,4581,458045470.04%+2
HEWLETT PACKARD ENTERPRISE C(HPE)1,8971,897032340.03%+1
SERVICENOW INC(NOW)2525018190.01%+1
CRISPR THERAPEUTICS AG(CRSP)250250016170.01%+1
SHERWIN WILLIAMS CO(SHW)3939012140.01%+1
ALCON AG(ALC)250250020210.02%+1
ISHARES INC
CORE MSCI EMKT
24,10323,647-4561,2191,2200.93%+1
WYNN RESORTS LTD(WYNN)89890890.01%+1
DARDEN RESTAURANTS INC(DRI)337337055560.04%+1
ALLSTATE CORP(ALL)28280450.00%+1
ISHARES TR158158020210.02%+1
ALTRIA GROUP INC(MO)250250010110.01%+1
Page 1 of 2