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Syntax Research, Inc.

SEC CIK
0001999827
Latest filing
Jul 31, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Jan 30, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
175
−3 vs. Q3 2023
Portfolio value
$119.5M
−$4.00M (−3.2%) vs. Q3 2023
Filed
Jan 30, 2024
SEC
Holdings of Syntax Research, Inc. in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr4642874571 3 YR TREAS BD134,001$11.0M9.2%−5,910−4.2%Reduced–
iShares Core S&P 500 ETF464287200ETF21,091$10.1M8.4%−5,532−20.8%Reduced–
iShares Tr46432F388MSCI USA VALUE66,506$6.73M5.6%−11,690−14.9%Reduced–
AAPLApple Inc.Stock30,183$5.81M4.9%−734−2.4%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF18,547$5.14M4.3%−6,249−25.2%Reduced–
SPYSPDR S&P 500 ETF TrustETF9,879$4.70M3.9%−214−2.1%ReducedHistory
iShares MSCI Acwi Ex U.S. ETF464288240ETF85,560$4.37M3.7%−62,378−42.2%Reduced–
ProShares Tr74348A467S&P 500 DV ARIST45,069$4.29M3.6%−440−1.0%Reduced–
iShares Core MSCI Europe ETF46434V738ETF75,084$4.13M3.5%−868−1.1%Reduced–
iShares Tr46428743220 YR TR BD ETF41,493$4.10M3.4%−460−1.1%Reduced–
QCOMQualcomm IncStock20,169$2.92M2.4%−205−1.0%ReducedHistory
MSFTMicrosoft CorpStock7,662$2.88M2.4%−31−0.4%ReducedHistory
FDXFedEx CorpStock11,198$2.83M2.4%+28+0.3%AddedHistory
AMTAmerican Tower CorpREIT12,391$2.67M2.2%−126−1.0%ReducedHistory
PLDPrologis, Inc.REIT19,961$2.66M2.2%+117+0.6%AddedHistory
RTXRTX CorpStock31,498$2.65M2.2%+177+0.6%AddedHistory
NTRNutrien Ltd.COM46,524$2.62M2.2%+16,262+53.7%AddedHistory
NEMNEWMONT CorpStock61,007$2.53M2.1%+5,651+10.2%AddedHistory
CUBECubeSmartREIT54,383$2.52M2.1%+5,348+10.9%AddedHistory
BXPBXP, Inc.COM33,774$2.37M2.0%+60.0%AddedHistory
INTCIntel CorpStock46,401$2.33M2.0%−20,000−30.1%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF5,320$2.18M1.8%−9,091−63.1%Reduced–
DLRDigital Realty Trust, Inc.COM16,180$2.18M1.8%+130+0.8%AddedHistory
ADMArcher-Daniels-Midland CoStock29,832$2.15M1.8%+29,832NewHistory
GOOGAlphabet Inc.Stock10,937$1.54M1.3%−40−0.4%ReducedHistory
JPMJPMorgan Chase & CoStock8,168$1.39M1.2%+34+0.4%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF24,103$1.22M1.0%−198−0.8%Reduced–
iShares Core S&P Small Cap ETF464287804ETF10,180$1.10M0.9%−14,483−58.7%Reduced–
APDAir Products & Chemicals, Inc.Stock3,866$1.06M0.9%+2,189+130.5%AddedHistory
iShares Tr4642874407-10 YR TRSY BD10,924$1.05M0.9%−59−0.5%Reduced–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF8,635$955.6K0.8%−272−3.1%Reduced–
AVGOBroadcom Inc.Stock838$935.9K0.8%−63−7.0%ReducedHistory
BABoeing CoStock3,014$785.6K0.7%−178−5.6%ReducedHistory
iShares U.S. Treasury Bond ETF46429B267ETF30,863$711.1K0.6%−313−1.0%Reduced–
iShares Core High Dividend ETF46429B663ETF5,952$607.0K0.5%+88+1.5%Added–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF15,060$603.3K0.5%−32,998−68.7%Reduced–
AMZNAmazon Com IncStock3,780$574.3K0.5%00.0%UnchangedHistory
DOWDow Inc.Stock9,186$503.8K0.4%+192+2.1%AddedHistory
iShares Tr464288448INTL SEL DIV ETF17,873$500.3K0.4%+448+2.6%Added–
MDTMedtronic plcStock5,814$479.0K0.4%+228+4.1%AddedHistory
iShares Tips Bond ETF464287176ETF4,365$469.2K0.4%+36+0.8%Added–
LMTLockheed Martin CorpStock1,008$457.1K0.4%+27+2.8%AddedHistory
iShares Tr464288430ASIA 50 ETF7,009$406.3K0.3%−422−5.7%Reduced–
BLKBlackRock, Inc.COM484$393.3K0.3%+12+2.5%AddedHistory
LDOSLeidos Holdings, Inc.COM3,602$389.8K0.3%+10.0%AddedHistory
WMWaste Management IncStock2,153$385.6K0.3%−6,987−76.4%ReducedHistory
BRK.BBerkshire Hathaway IncStock1,024$365.2K0.3%−1,200−54.0%ReducedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF2,473$363.8K0.3%+10+0.4%Added–
VVisa Inc.Stock1,265$329.3K0.3%−34−2.6%ReducedHistory
GOOGLAlphabet Inc.Stock2,220$310.1K0.3%−60−2.6%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM345$303.0K0.3%00.0%UnchangedHistory
HDHome Depot, Inc.Stock803$278.1K0.2%−9−1.1%ReducedHistory
PAYXPaychex IncStock2,238$266.6K0.2%−1,188−34.7%ReducedHistory
COSTCostco Wholesale CorpStock392$258.8K0.2%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock2,175$237.1K0.2%00.0%UnchangedHistory
iShares Select Dividend ETF464287168ETF1,871$219.4K0.2%+4+0.2%Added–
CSCOCisco Systems, Inc.Stock3,770$190.4K0.2%+138+3.8%AddedHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF837$183.8K0.2%00.0%Unchanged–
iShares Tr464288646ISHS 1-5YR INVS3,577$183.4K0.2%−83−2.3%Reduced–
BACBank of America CorpStock5,145$173.2K0.1%+11+0.2%AddedHistory
LLYEli Lilly & CoStock223$130.0K0.1%00.0%UnchangedHistory
Vanguard Dividend Appreciation ETF921908844ETF741$126.2K0.1%+8+1.1%Added–
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,200$124.8K0.1%00.0%UnchangedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF1,475$115.1K0.1%00.0%Unchanged–
EDConsolidated Edison IncStock1,114$101.3K0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock2,036$100.2K0.1%00.0%UnchangedHistory
PECOPhillips Edison & Company, Inc.COMMON STOCK2,527$92.2K0.1%00.0%UnchangedHistory
CMCSAComcast CorpStock2,066$90.6K0.1%+5+0.2%AddedHistory
METAMeta Platforms, Inc.Stock245$86.7K0.1%−25−9.3%ReducedHistory
NFLXNetflix IncStock175$85.2K0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock927$73.2K0.1%−12−1.3%ReducedHistory
DLTRDollar Tree, Inc.COM500$71.0K0.1%00.0%UnchangedHistory
PFEPfizer IncStock2,448$70.5K0.1%+181+8.0%AddedHistory
AMGNAmgen IncStock237$68.3K0.1%00.0%UnchangedHistory
GDGeneral Dynamics CorpStock252$65.4K0.1%00.0%UnchangedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF1,737$65.3K0.1%00.0%Unchanged–
JNJJohnson & JohnsonStock411$64.4K0.1%00.0%UnchangedHistory
LOWLowes Companies IncStock261$58.1K<0.1%−16−5.8%ReducedHistory
SAPSAP SEADR370$57.2K<0.1%00.0%UnchangedHistory
HPQHP IncStock1,897$57.1K<0.1%00.0%UnchangedHistory
DRIDarden Restaurants IncCOM337$55.4K<0.1%00.0%UnchangedHistory
iShares Tr464287846DOW JONES US ETF472$55.0K<0.1%00.0%Unchanged–
ETNEaton Corp plcStock225$54.2K<0.1%00.0%UnchangedHistory
GMEDGlobus Medical IncStock1,000$53.3K<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock1,300$49.0K<0.1%−1,023−44.0%ReducedHistory
NEENextera Energy IncStock804$48.8K<0.1%−32−3.8%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock364$46.7K<0.1%−21−5.5%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock88$46.7K<0.1%−8−8.3%ReducedHistory
iShares Tr464288687PFD AND INCM SEC1,458$45.5K<0.1%00.0%Unchanged–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF622$44.9K<0.1%00.0%Unchanged–
DISWalt Disney CoStock474$42.8K<0.1%−12−2.5%ReducedHistory
iShares Tr46434V4070-5YR HI YL CP961$40.6K<0.1%00.0%Unchanged–
HONHoneywell International IncCOM191$40.1K<0.1%00.0%UnchangedHistory
CATCaterpillar IncStock135$39.9K<0.1%00.0%UnchangedHistory
iShares Russell 2000 Growth ETF464287648ETF146$36.8K<0.1%00.0%Unchanged–
AFLAflac IncStock439$36.2K<0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock67$35.3K<0.1%−6−8.2%ReducedHistory
iShares Tr464287788U.S. FINLS ETF404$34.5K<0.1%00.0%Unchanged–
XIFRXPLR Infrastructure, LPCOM UNIT PART IN1,081$32.9K<0.1%−36,493−97.1%ReducedHistory
MCDMcDonalds CorpStock110$32.6K<0.1%00.0%UnchangedHistory

Sold out since Q3 2023 (15)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Syntax Research, Inc. sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
iShares Tr464287234MSCI EMG MKT ETF30,163$1.14M0.9%–
MTBM&T Bank CorpCOM1,129$142.8K0.1%History
LINLinde PLCStock329$122.5K0.1%History
iShares Russell Midcap ETF464287499ETF1,678$116.2K0.1%–
PPGPPG Industries IncStock437$56.7K<0.1%History
AAAlcoa CorpStock401$11.6K<0.1%History
TROWPrice T Rowe Group IncStock101$10.5K<0.1%History
SPRSpirit AeroSystems Holdings, Inc.COM CL A600$9.68K<0.1%History
DGXQuest Diagnostics IncCOM67$8.16K<0.1%History
STTState Street CorpCOM100$6.70K<0.1%History
MRSHMarsh & McLennan Companies, Inc.Stock33$6.28K<0.1%History
ARVNArvinas, Inc.COM200$3.93K<0.1%History
NOCNorthrop Grumman CorpStock7$3.08K<0.1%History
TJXTJX Companies IncStock25$2.22K<0.1%History
EIXEdison InternationalStock26$1.65K<0.1%History