Fund HoldingsSYNTAX RESEARCH, INC.

Total Portfolio Value
$157.15M
Total Bought
$16.03M
Total Sold
$18.69M
Net Transaction
-$2.66M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES INC
CORE MSCI EMKT
030,474+30,47402,1261.35%+2,126
ISHARES TR024,945+24,94501,9971.27%+1,997
TAKE-TWO INTERACTIVE SOFTWRE(TTWO)010,000+10,00001,9751.26%+1,975
CONSTELLATION ENERGY GROUP(CEG)06,000+6,00001,6761.07%+1,676
MICROSOFT CORP(MSFT)04,000+4,00001,4810.94%+1,481
BOEING CO(BA)07,000+7,00001,3930.89%+1,393
ISHARES TR
MSCI USA MIN ETF
16,23430,354+14,1201,5292,8151.79%+1,286
ABBOTT LABORATORIES012,000+12,00001,2320.78%+1,232
STRYKER CORP(SYK)02,000+2,00006570.42%+657
APPLIED MATERIALS INC5,0005,00001,2851,7091.09%+424
AMERICAN TOWER CORP-CL A(AMT)8,00010,000+2,0001,4051,7261.10%+321
CHEVRON CORPORATION(CVX)5,9015,296-6058991,0960.70%+196
LOCKHEED MARTIN CORP(LMT)01,047+1,04706330.40%+633
INTEL CORP(INTC)15,00015,00005546620.42%+108
ISHARES TR32,65432,346-3083,9244,0212.56%+97
PROLOGIS INC(PLD)20,00020,00002,5532,6441.68%+90
PALO ALTO NETWORKS INC(PANW)012,000+12,00001,9241.22%+1,924
TERADYNE INC(TER)68468401322030.13%+70
ISHARES TR64,75164,296-4554,2744,3422.76%+68
FEDEX CORP(FDX)847851+42453030.19%+58
COSTCO WHOLESALE CORPORATION(COST)0392+39203910.25%+391
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,2151,217+23694110.26%+42
CONOCOPHILLIPS(COP)01,046+1,04601380.09%+138
APPLIED MATLS INC506492-141301680.11%+38
ARM HOLDINGS PLC0200+2000300.02%+30
DIGITAL RLTY TR INC(DLR)4,2323,773-4596556800.43%+25
ISHARES TR10,41810,41805705920.38%+22
CATERPILLAR INC(CAT)135135077960.06%+18
NEWMONT CORP(NEM)1,8791,883+41882040.13%+16
SLB LIMITED(SLB)2,6262,275-3511011170.07%+16
CONSOLIDATED EDISON INC(ED)01,114+1,11401260.08%+126
JOHNSON & JOHNSON(JNJ)4114110851000.06%+15
NEXTERA ENERGY INC(NEE)804804065750.05%+10
ONEOK INC NEW(OKE)304354+5022320.02%+10
EATON CORP PLC(ETN)0225+2250800.05%+80
VERIZON COMMUNICATIONS INC(VZ)0883+8830440.03%+44
EXXON MOBIL CORP152152018260.02%+7
KLA CORP(KLAC)2929035430.03%+7
CARNIVAL CORP0260+260070.00%+7
HONEYWELL INTL INC(HON)0191+1910430.03%+43
ISHARES TR
CORE HIGH DV ETF
415415050560.04%+6
AMGEN INC(AMGN)237237078830.05%+6
PHILLIPS EDISON & CO INC(PECO)2,5272,527090950.06%+5
NETFLIX INC.(NFLX)01,750+1,75001680.11%+168
NUTRIEN LTD(NTR)300300019230.01%+4
DARDEN RESTAURANTS INC(DRI)0337+3370660.04%+66
DOW HLDGS INC(DOW)0592+5920250.02%+25
CBOE GLOBAL MKTS INC(CBOE)0100+1000280.02%+28
PFIZER INC(PFE)0871+8710240.02%+24
DEERE & CO(DE)027+270150.01%+15
VERSANT MEDIA GROUP INC(VSNT)068+68030.00%+3
AT&T INC(T)0536+5360160.01%+16
ISHARES TR04,633+4,63305110.33%+511
SPDR SERIES TRUST
ST STR SP DIV
250250035360.02%+2
QNITY ELECTRONICS INC(Q)50500460.00%+2
SHELL PLC(SHEL)083+83080.00%+8
STARBUCKS CORP(SBUX)0300+3000270.02%+27
CSX CORP(CSX)0324+3240130.01%+13
COCA COLA CO(KO)0200+2000150.01%+15
PEPSICO INC(PEP)0100+1000160.01%+16
UNION PAC CORP(UNP)099+990240.02%+24
VANECK ETF TRUST
GOLD MINERS ETF
182182016170.01%+1
MONDELEZ INTL INC(MDLZ)0269+2690160.01%+16
VENTAS INC(VTR)230230018190.01%+1
SCHWAB STRATEGIC TR1,3021,302031320.02%+1
GENERAL DYNAMICS CORP(GD)0100+1000340.02%+34
WALMART INC(WMT)050+50060.00%+6
DUPONT DE NEMOURS INC(DD)0100+100050.00%+5
VANGUARD INDEX FDS0129+1290340.02%+34
ISHARES TR0122+1220260.02%+26
ISHARES TR
US TREAS BD ETF
22,84622,975+1295265260.33%0
MOTOROLA SOLUTIONS INC(MSI)06+6030.00%+3
ISHARES TR035+35040.00%+4
PUBLIC SVC ENTERPRISE GROUP(PEG)0315+3150260.02%+26
REGENERON PHARMACEUTICALS(REGN)24524501891890.12%0
FIRST TR EXCHANGE-TRADED FD0100+100050.00%+5
MCDONALDS CORP(MCD)025+25080.00%+8
MGM RESORTS INTERNATIONAL(MGM)0190+190070.00%+7
LEXICON PHARMACEUTICALS INC(LXRX)0142+142000.00%0
ISHARES TR000000.00%0
ALLSTATE CORP(ALL)028+28060.00%+6
ISHARES TR099+99050.00%+5
ISHARES TR
0-5YR HI YL CP
0122+122050.00%+5
SHERWIN WILLIAMS CO(SHW)039+390130.01%+13
ISHARES TR0255+255080.00%+8
DELTA AIR LINES INC(DAL)1001000770.00%-0
DXC TECHNOLOGY CO(DXC)0162+162020.00%+2
SPDR SERIES TRUST
ST STR CONV ETF
122115-711110.01%-0
GOLDMAN SACHS GROUP INC(GS)1212011100.01%-0
HEWLETT PACKARD ENTERPRISE C(HPE)01,897+1,8970450.03%+45
EMERSON ELEC CO(EMR)0251+2510330.02%+33
US BANCORP(USB)326326017170.01%-0
LOWES COS INC(LOW)0100+1000240.02%+24
SOUTHWEST AIRLS CO(LUV)1381380650.00%-1
CITIGROUP INC(C)179179021200.01%-1
QUANTUMSCAPE CORP(QS)0150+150010.00%+1
MONSTER BEVERAGE CORP NEW(MNST)200200015140.01%-1
ALCON AG(ALC)250250020190.01%-1
AMERICAN AIRLINES GROUP INC(AAL)0200+200020.00%+2
ISHARES TR0125+1250160.01%+16
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