Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

SYNTAX ADVISORS, LLC 13F Holdings -- Portfolio & Top Positions (2023-09-30)

SYNTAX ADVISORS, LLC (CIK 1858294) reported $113.5M across 195 reported positions in its SEC 13F filing for 2023-09-30. Largest positions: SSPY ($46.5M, 40.94%), SMDY ($5.5M, 4.85%), SSLY ($2.8M, 2.42%), COST ($759,871, 0.67%), CVX ($744,457, 0.66%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SSPYSYNTAX ETF TR$46.5M40.94%710,727Trimmed
2SMDYSYNTAX ETF TR$5.5M4.85%149,660Trimmed
3SSLYSYNTAX ETF TR$2.8M2.42%68,762Added
4COSTCOSTCO WHSL CORP NEW$759,8710.67%1,345Trimmed
5CVXCHEVRON CORP NEW$744,4570.66%4,415Trimmed
6XOMEXXON MOBIL CORP$751,6890.66%6,393Trimmed
7WMTWALMART INC$722,0840.64%4,515Trimmed
8KRKROGER CO$704,7680.62%15,749Trimmed
9CVSCVS HEALTH CORP$696,0360.61%9,969Added
10SYYSYSCO CORP$697,0260.61%10,553Added
11WBAWALGREENS BOOTS ALLIANCE INC$664,4640.59%29,877Added
12CHTRCHARTER COMMUNICATIONS INC N$510,6310.45%1,161Trimmed
13GRMNGARMIN LTD$504,2240.44%4,793Added
14LLOEWS CORP$500,0220.44%7,898Trimmed
15CMCSACOMCAST CORP NEW$485,3010.43%10,945Trimmed
16YUMYUM BRANDS INC$486,6410.43%3,895Added
17RLRALPH LAUREN CORP$488,6230.43%4,209Added
18VLOVALERO ENERGY CORP$491,7340.43%3,470Trimmed
19PSXPHILLIPS 66$484,9250.43%4,036Trimmed
20ZIONZIONS BANCORPORATION N A$492,4370.43%14,114Trimmed
21AAPLAPPLE INC$473,9090.42%2,768Added
22BRK/BBERKSHIRE HATHAWAY INC DEL$474,6560.42%1,355Trimmed
23MSIMOTOROLA SOLUTIONS INC$473,4250.42%1,739Trimmed
24MPCMARATHON PETE CORP$480,2020.42%3,173Trimmed
25SBUXSTARBUCKS CORP$472,0480.42%5,172Added

Source: SEC Form 13F filings · as of 2023-09-30