Fund HoldingsSYNTAX RESEARCH, INC.

Total Portfolio Value
$139.46M
Total Bought
$41.34M
Total Sold
$47.97M
Net Transaction
-$6.63M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
FEDEX CORP(FDX)011,000+11,00003,0952.22%+3,095
MERCK & CO. INC.(MRK)030,000+30,00002,9842.14%+2,984
SCHLUMBERGER LTD(SLB)075,000+75,00002,8762.06%+2,876
DOW INC(DOW)070,000+70,00002,8092.01%+2,809
AMERICAN TOWER CORP-CL A(AMT)015,000+15,00002,7511.97%+2,751
FREEPORT MCMORAN INC(FCX)070,000+70,00002,6661.91%+2,666
Newmont Corp(NEM)070,000+70,00002,6051.87%+2,605
AMERICOLD REALTY TRUST(COLD)0120,000+120,00002,5681.84%+2,568
NUTRIEN LTD(NTR)055,000+55,00002,4611.76%+2,461
VALE S A - ADR0250,000+250,00002,2181.59%+2,218
CONOCOPHILLIPS(COP)020,000+20,00001,9831.42%+1,983
AIR PRODUCTS & CHEMICALS INC06,000+6,00001,7401.25%+1,740
FMC CORP(FMC)030,000+30,00001,4581.05%+1,458
ISHARES TR031,381+31,38101,3120.94%+1,312
ISHARES INC
CORE MSCI EMKT
5,14827,936+22,7882961,4591.05%+1,163
ISHARES TR036,775+36,77501,1190.80%+1,119
CHEVRON CORP(CVX)05,389+5,38907810.56%+781
APPLE INC(AAPL)29,25429,270+166,8167,3305.26%+514
BLACKROCK INC(BLK)0440+44004510.32%+451
CUBESMART(CUBE)010,000+10,00004290.31%+429
AMERICOLD REALTY TRUST INC(COLD)019,182+19,18204100.29%+410
BROADCOM INC(AVGO)6,8996,792-1071,1901,5751.13%+385
ISHARES TR25,60228,848+3,2462,9943,3242.38%+330
ISHARES TR47,54453,563+6,0194,6654,9523.55%+287
ALPHABET INC(GOOG)09,796+9,79601,8651.34%+1,865
JPMORGAN CHASE & CO.(JPM)7,9137,885-281,6681,8901.36%+222
BOEING CO(BA)05,035+5,03508910.64%+891
AMAZON COM INC(AMZN)4,3004,30008019430.68%+142
EMERSON ELEC CO(EMR)3,5613,815+2543894730.34%+83
UNITED PARCEL SERVICE INC(UPS)3,9094,858+9495336130.44%+80
TESLA INC(TSLA)3753750981510.11%+53
ALPHABET INC(GOOG)02,243+2,24304250.30%+425
VISA INC(V)1,2681,269+13494010.29%+52
PROLOGIS INC.(PLD)5,6027,064+1,4627077470.54%+39
NETFLIX INC(NFLX)17517501241560.11%+32
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,204+1,20402380.17%+238
WELLS FARGO CO NEW(WFC)02,036+2,03601430.10%+143
BANK AMERICA CORP05,587+5,58702460.18%+246
ISHARES INC0500+5000130.01%+13
UBER TECHNOLOGIES INC(UBER)0200+2000120.01%+12
COSTCO WHSL CORP NEW(COST)39239203483590.26%+12
ISHARES INC0500+5000110.01%+11
GLOBUS MED INC(GMED)1,0001,000072830.06%+11
PAYCHEX INC(PAYX)01,826+1,82602560.18%+256
VANGUARD INDEX FDS1,2221,230+83463560.26%+10
VANGUARD INDEX FDS83783702042120.15%+9
VIKING THERAPEUTICS INC(VKTX)0200+200080.01%+8
DARDEN RESTAURANTS INC(DRI)337337055630.05%+8
DISNEY WALT CO(DIS)0476+4760530.04%+53
MATCH GROUP INC NEW(MTCH)0200+200070.00%+7
SAP SE(SAP)370370085910.07%+6
SELECT SECTOR SPDR TR
ST STR FINL ETF
1,7371,737079840.06%+5
FMC CORP(FMC)0100+100050.00%+5
SERVICENOW INC(NOW)025+250270.02%+27
UNITED AIRLS HLDGS INC(UAL)0100+1000100.01%+10
GENERAL MTRS CO(GM)0466+4660250.02%+25
HONEYWELL INTL INC(HON)0191+1910430.03%+43
WALMART INC(WMT)050+50050.00%+5
META PLATFORMS INC(META)24524501401430.10%+3
ISHARES TR404404042450.03%+3
ISHARES TR0262+2620330.02%+33
NVIDIA CORPORATION(NVDA)160160019210.02%+2
HEWLETT PACKARD ENTERPRISE C(HPE)01,897+1,8970410.03%+41
CARNIVAL CORP0260+260060.00%+6
KROGER CO(KR)433433025260.02%+2
ISHARES TR472472066680.05%+2
GUARDANT HEALTH INC(GH)0200+200060.00%+6
BOOKING HOLDINGS INC(BKNG)02+20100.01%+10
CITIGROUP INC(C)0179+1790130.01%+13
AMERICAN AIRLS GROUP INC(AAL)0200+200030.00%+3
DELTA AIR LINES INC DEL(DAL)0100+100060.00%+6
GOLDMAN SACHS GROUP INC(GS)012+12070.00%+7
BLACKSTONE INC(BX)044+44080.01%+8
VANGUARD INDEX FDS7878014150.01%+1
SPDR SER TR
ST STR CONV ETF
0537+5370420.03%+42
US BANCORP DEL(USB)0326+3260160.01%+16
AUTOMATIC DATA PROCESSING IN039+390110.01%+11
VANGUARD INDEX FDS169169040410.03%+1
ISHARES TR146146041420.03%+1
SOUTHWEST AIRLS CO(LUV)0138+138050.00%+5
AT&T INC(T)0536+5360120.01%+12
ALTRIA GROUP INC(MO)0250+2500130.01%+13
DEERE & CO(DE)027+270110.01%+11
AMERICAN EXPRESS CO(AXP)05+5010.00%+1
LAS VEGAS SANDS CORP(LVS)0129+129070.00%+7
MASTERCARD INCORPORATED(MA)03+3020.00%+2
EATON CORP PLC(ETN)225225075750.05%0
ALLSTATE CORP(ALL)028+28050.00%+5
MONSTER BEVERAGE CORP NEW(MNST)0200+2000110.01%+11
MOTOROLA SOLUTIONS INC(MSI)06+6030.00%+3
HAWAIIAN ELEC INDUSTRIES(HE)0508+508050.00%+5
ACCENTURE PLC IRELAND
SHS CLASS A
05+5020.00%+2
TELADOC HEALTH INC(TDOC)0100+100010.00%+1
QUANTUMSCAPE CORP(QS)0150+150010.00%+1
CLOROX CO DEL(CLX)221221036360.03%-0
LEXICON PHARMACEUTICALS INC(LXRX)0142+142000.00%0
DXC TECHNOLOGY CO(DXC)0162+162030.00%+3
ISHARES TR035+35020.00%+2
FIRST TR EXCHANGE-TRADED FD0100+100030.00%+3
SHELL PLC(SHEL)083+83050.00%+5
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