Fund Holdings

SYNTAX RESEARCH, INC.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES INC030,474+30,47402,125,5621.35%+2,125,562
ISHARES TR024,945+24,94501,996,8481.27%+1,996,848
TAKE-TWO INTERACTIVE SOFTWRE(TTWO)010,000+10,00001,975,0001.26%+1,975,000
CONSTELLATION ENERGY GROUP(CEG)06,000+6,00001,675,5001.07%+1,675,500
MICROSOFT CORP(MSFT)04,000+4,00001,480,6800.94%+1,480,680
BOEING CO(BA)07,000+7,00001,393,2100.89%+1,393,210
ISHARES TR16,23430,354+14,1201,528,5792,815,0671.79%+1,286,488
ABBOTT LABORATORIES012,000+12,00001,232,0400.78%+1,232,040
STRYKER CORP(SYK)02,000+2,0000657,1800.42%+657,180
APPLIED MATERIALS INC5,0005,00001,284,9501,708,9501.09%+424,000
AMERICAN TOWER CORP-CL A(AMT)8,00010,000+2,0001,404,5601,725,8001.10%+321,240
CHEVRON CORPORATION(CVX)5,9015,296-605899,3351,095,8060.70%+196,471
LOCKHEED MARTIN CORP(LMT)1,0461,047+1505,990632,7490.40%+126,759
INTEL CORP(INTC)15,00015,0000553,500661,9500.42%+108,450
ISHARES TR32,65432,346-3083,924,4174,020,9372.56%+96,520
PROLOGIS INC(PLD)20,00020,00002,553,2002,643,6001.68%+90,400
PALO ALTO NETWORKS INC(PANW)10,00012,000+2,0001,842,0001,923,8401.22%+81,840
TERADYNE INC(TER)6846840132,403202,8820.13%+70,479
ISHARES TR64,75164,296-4554,273,5494,341,8902.76%+68,341
FEDEX CORP(FDX)847851+4244,760303,1060.19%+58,346
COSTCO WHOLESALE CORPORATION(COST)3923920338,038390,6010.25%+52,563
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,2151,217+2369,129411,1710.26%+42,042
CONOCOPHILLIPS(COP)1,0391,046+797,227138,1260.09%+40,899
APPLIED MATLS INC506492-14130,048168,0120.11%+37,964
ARM HOLDINGS PLC0200+200030,2560.02%+30,256
DIGITAL RLTY TR INC(DLR)4,2323,773-459654,733679,9450.43%+25,212
ISHARES TR10,41810,4180569,951591,6190.38%+21,668
CATERPILLAR INC(CAT)135135077,33895,6430.06%+18,305
NEWMONT CORP(NEM)1,8791,883+4187,615203,7880.13%+16,173
SLB LIMITED(SLB)2,6262,275-351100,788116,9010.07%+16,113
CONSOLIDATED EDISON INC(ED)1,1141,1140110,643126,0830.08%+15,440
JOHNSON & JOHNSON(JNJ)411411085,057100,4650.06%+15,408
NEXTERA ENERGY INC(NEE)804804064,54674,6760.05%+10,130
ONEOK INC NEW(OKE)304354+5022,37332,0350.02%+9,662
EATON CORP PLC(ETN)225225071,66580,4760.05%+8,811
VERIZON COMMUNICATIONS INC(VZ)883883035,96544,3270.03%+8,362
EXXON MOBIL CORP(XOM)152152018,29225,7890.02%+7,497
KLA CORP(KLAC)2929035,23842,7000.03%+7,462
CARNIVAL CORP0260+26006,7290.00%+6,729
HONEYWELL INTL INC(HON)191191037,26343,1720.03%+5,909
ISHARES TR415415050,46956,3240.04%+5,855
AMGEN INC(AMGN)237237077,57383,3890.05%+5,816
PHILLIPS EDISON & CO INC(PECO)2,5272,527089,88694,5610.06%+4,675
NETFLIX INC.(NFLX)1,7501,7500164,080168,2630.11%+4,183
NUTRIEN LTD(NTR)300300018,51622,6380.01%+4,122
DARDEN RESTAURANTS INC(DRI)337337062,01566,0660.04%+4,051
DOW HLDGS INC(DOW)919592-32721,48124,6760.02%+3,195
CBOE GLOBAL MKTS INC(CBOE)100100025,10028,1070.02%+3,007
PFIZER INC(PFE)871871021,68824,4580.02%+2,770
DEERE & CO(DE)2727012,57115,2100.01%+2,639
VERSANT MEDIA GROUP INC(VSNT)068+6802,5180.00%+2,518
AT&T INC(T)536536013,31515,5390.01%+2,224
ISHARES TR4,6334,6330509,179511,2640.33%+2,085
SPDR SERIES TRUST250250034,79036,4850.02%+1,695
QNITY ELECTRONICS INC(Q)505004,0835,7690.00%+1,686
SHELL PLC(SHEL)838306,0997,7190.00%+1,620
STARBUCKS CORP(SBUX)300300025,26326,8770.02%+1,614
CSX CORP(CSX)324324011,74513,3010.01%+1,556
COCA COLA CO(KO)200200013,98215,2100.01%+1,228
PEPSICO INC(PEP)100100014,35215,5290.01%+1,177
UNION PAC CORP(UNP)9999022,90124,0200.02%+1,119
VANECK ETF TRUST182182015,61116,7030.01%+1,092
MONDELEZ INTL INC(MDLZ)269269014,48115,5060.01%+1,025
VENTAS INC(VTR)230230017,79818,8100.01%+1,012
SCHWAB STRATEGIC TR1,3021,302031,29132,2150.02%+924
GENERAL DYNAMICS CORP(GD)100100033,66634,3220.02%+656
WALMART INC(WMT)505005,5716,2140.00%+643
DUPONT DE NEMOURS INC(DD)10010004,0204,5800.00%+560
VANGUARD INDEX FDS129129033,27633,7880.02%+512
ISHARES TR122122025,66226,0680.02%+406
ISHARES TR22,84622,975+129526,022526,3630.33%+341
MOTOROLA SOLUTIONS INC(MSI)6602,3002,6040.00%+304
ISHARES TR353503,4133,7160.00%+303
PUBLIC SVC ENTERPRISE GROUP(PEG)315315025,29525,5000.02%+205
REGENERON PHARMACEUTICALS(REGN)2452450189,109189,2970.12%+188
FIRST TR EXCHANGE-TRADED FD10010004,4604,6470.00%+187
MCDONALDS CORP(MCD)252507,6417,7700.00%+129
MGM RESORTS INTERNATIONAL(MGM)19019006,9347,0320.00%+98
LEXICON PHARMACEUTICALS INC(LXRX)14214201642220.00%+58
ISHARES TR000110.00%0
ALLSTATE CORP(ALL)282805,8295,8060.00%-23
ISHARES TR999905,2365,2040.00%-32
ISHARES TR12212205,2315,1620.00%-69
SHERWIN WILLIAMS CO(SHW)3939012,63812,5020.01%-136
ISHARES TR25525507,8957,7320.00%-163
DELTA AIR LINES INC(DAL)10010006,9406,6480.00%-292
DXC TECHNOLOGY CO(DXC)16216202,3742,0370.00%-337
SPDR SERIES TRUST122115-710,88310,5250.01%-358
GOLDMAN SACHS GROUP INC(GS)1212010,54810,1520.01%-396
HEWLETT PACKARD ENTERPRISE C(HPE)1,8971,897045,56645,1680.03%-398
EMERSON ELEC CO(EMR)251251033,31332,8870.02%-426
US BANCORP(USB)326326017,39616,9560.01%-440
LOWES COS INC(LOW)100100024,11623,6280.02%-488
SOUTHWEST AIRLS CO(LUV)13813805,7045,1850.00%-519
CITIGROUP INC(C)179179020,88820,3010.01%-587
QUANTUMSCAPE CORP(QS)15015001,5639570.00%-606
MONSTER BEVERAGE CORP NEW(MNST)200200015,33414,4920.01%-842
ALCON AG(ALC)250250019,70318,8380.01%-865
AMERICAN AIRLINES GROUP INC(AAL)20020003,0662,1480.00%-918
ISHARES TR125125017,11816,0150.01%-1,103
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