Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SYNTAX RESEARCH, INC. (CIK 1999827) reported $157.1M across 170 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($12.0M, 7.67%), IEF ($8.4M, 5.37%), VLUE ($8.1M, 5.13%), AAPL ($7.3M, 4.65%), SHY ($6.5M, 4.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $12.0M | 7.67% | 18,441 | Trimmed |
| 2 | IEF | ISHARES TR | $8.4M | 5.37% | 88,480 | Added |
| 3 | VLUE | ISHARES TR | $8.1M | 5.13% | 56,735 | Trimmed |
| 4 | AAPL | APPLE INC | $7.3M | 4.65% | 28,780 | Trimmed |
| 5 | SHY | ISHARES TR | $6.5M | 4.15% | 79,048 | Added |
| 6 | LQD | ISHARES TR | $6.3M | 4.02% | 57,915 | Added |
| 7 | NOBL | PROSHARES TR | $5.9M | 3.76% | 55,761 | Trimmed |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $5.1M | 3.25% | 7,859 | Added |
| 9 | GOOG | ALPHABET INC-CL C | $5.1M | 3.25% | 17,813 | Trimmed |
| 10 | IJH | ISHARES TR | $4.3M | 2.76% | 64,296 | Trimmed |
| 11 | AVGO | BROADCOM LIMITED | $4.1M | 2.58% | 13,113 | Added |
| 12 | IJR | ISHARES TR | $4.0M | 2.56% | 32,346 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $4.0M | 2.55% | 10,842 | Added |
| 14 | PLD | PROLOGIS INC | $3.7M | 2.34% | 27,869 | Trimmed |
| 15 | FCX | FREEPORT MCMORAN INC | $3.1M | 1.95% | 52,173 | Trimmed |
| 16 | USMV | ISHARES TR | $2.8M | 1.79% | 30,354 | Added |
| 17 | ACWX | ISHARES TR | $2.7M | 1.75% | 40,104 | Trimmed |
| 18 | ANET | ARISTA NETWORKS INC | $2.6M | 1.66% | 21,265 | Trimmed |
| 19 | TTWO | TAKE-TWO INTERACTIVE SOFTWRE | $2.6M | 1.65% | 13,090 | Added |
| 20 | PANW | PALO ALTO NETWORKS INC | $2.6M | 1.65% | 16,125 | Added |
| 21 | ORCL | ORACLE CORP | $2.5M | 1.58% | 16,911 | Added |
| 22 | TMO | THERMO FISHER SCIENTIFIC INC | $2.4M | 1.56% | 4,982 | Added |
| 23 | QCOM | QUALCOMM INC | $2.4M | 1.54% | 18,781 | Added |
| 24 | AMT | AMERICAN TOWER CORP-CL A | $2.4M | 1.53% | 13,925 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $2.3M | 1.45% | 7,752 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31