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 $136.9M across 178 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($13.7M, 9.99%), IEF ($13.3M, 9.74%), SHY ($12.6M, 9.19%), USMV ($10.9M, 7.98%), NOBL ($9.4M, 6.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $13.7M | 9.99% | 18,266 | Trimmed |
| 2 | IEF | ISHARES TR | $13.3M | 9.74% | 141,033 | Added |
| 3 | SHY | ISHARES TR | $12.6M | 9.19% | 153,197 | Added |
| 4 | USMV | ISHARES TR | $10.9M | 7.98% | 113,288 | Added |
| 5 | NOBL | PROSHARES TR | $9.4M | 6.88% | 167,585 | Added |
| 6 | QUAL | ISHARES TR | $8.4M | 6.12% | 38,180 | Added |
| 7 | AAPL | APPLE INC | $8.3M | 6.09% | 28,793 | Added |
| 8 | IJR | ISHARES TR | $4.9M | 3.57% | 32,925 | Added |
| 9 | IJH | ISHARES TR | $4.7M | 3.46% | 61,492 | Trimmed |
| 10 | GOOG | ALPHABET INC | $3.5M | 2.55% | 9,868 | Trimmed |
| 11 | LQD | ISHARES TR | $2.9M | 2.10% | 26,416 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $2.6M | 1.87% | 6,845 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $2.6M | 1.87% | 7,806 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $2.5M | 1.84% | 3,364 | Trimmed |
| 15 | IEUR | ISHARES TR | $2.2M | 1.62% | 29,559 | Trimmed |
| 16 | AVGO | BROADCOM INC | $2.2M | 1.59% | 5,760 | Trimmed |
| 17 | INTC | INTEL CORP | $2.0M | 1.43% | 14,000 | Trimmed |
| 18 | ACWX | ISHARES TR | $1.7M | 1.25% | 22,434 | Trimmed |
| 19 | TMO | THERMO FISHER SCIENTIFIC INC | $1.1M | 0.81% | 2,210 | Trimmed |
| 20 | QCOM | QUALCOMM INC | $1.1M | 0.79% | 5,857 | Trimmed |
| 21 | PLD | PROLOGIS INC. | $1.1M | 0.78% | 7,881 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $1.0M | 0.73% | 4,215 | Hold |
| 23 | BA | BOEING CO | $957,447 | 0.70% | 4,423 | Trimmed |
| 24 | ANET | ARISTA NETWORKS INC | $949,630 | 0.69% | 5,590 | Trimmed |
| 25 | CVX | CHEVRON CORPORATION | $887,999 | 0.65% | 5,357 | Added |
Source: SEC Form 13F filings · as of 2026-06-30