Investor
SYNTAX RESEARCH, INC.
CIK 0001999827 · filed 2026-02-02 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 21K | $14.4M | 8.9% | — | Held |
| Ishares Tr | — | 87.9K | $8.46M | 5.2% | — | Held |
| Ishares Tr | — | 61.6K | $8.42M | 5.2% | — | Held |
| Apple Inc. | AAPL | 28.8K | $7.84M | 4.8% | — | Held |
| Ishares Tr | — | 79K | $6.54M | 4.0% | — | Held |
| Ishares Tr | — | 57.7K | $6.36M | 3.9% | — | Held |
| Proshares Tr | — | 57.2K | $5.95M | 3.7% | — | Held |
| Alphabet Inc | — | 18.8K | $5.91M | 3.6% | — | Held |
| Spdr S&P 500 Etf Tr | — | 7.84K | $5.35M | 3.3% | — | Held |
| Broadcom Inc. | AVGO | 13K | $4.5M | 2.8% | — | Held |
| Ishares Tr | — | 64.8K | $4.27M | 2.6% | — | Held |
| Ishares Tr | — | 32.7K | $3.92M | 2.4% | — | Held |
| Prologis Inc. | — | 28.4K | $3.62M | 2.2% | — | Held |
| Microsoft Corp | MSFT | 6.86K | $3.32M | 2.0% | — | Held |
| Freeport-Mcmoran Inc | FCX | 64.8K | $3.29M | 2.0% | — | Held |
| Qualcomm Inc | — | 18.6K | $3.18M | 2.0% | — | Held |
| Fedex Corp | FDX | 9.85K | $2.84M | 1.8% | — | Held |
| Arista Networks, Inc. | ANET | 21.5K | $2.81M | 1.7% | — | Held |
| Oracle Corp | — | 14.2K | $2.76M | 1.7% | — | Held |
| Ishares Tr | — | 41K | $2.75M | 1.7% | — | Held |
| Thermo Fisher Scientific Inc. | TMO | 4.55K | $2.64M | 1.6% | — | Held |
| Palo Alto Networks Inc | PANW | 14.2K | $2.62M | 1.6% | — | Held |
| Jpmorgan Chase & Co. | — | 7.86K | $2.53M | 1.6% | — | Held |
| Airbnb, Inc. | ABNB | 17.2K | $2.33M | 1.4% | — | Held |
| Digital Rlty Tr Inc | — | 14.2K | $2.2M | 1.4% | — | Held |
| Ishares Tr | — | 30.8K | $2.19M | 1.3% | — | Held |
| American Tower Corp New | — | 12.1K | $2.13M | 1.3% | — | Held |
| Select Sector Spdr Tr | — | 13.6K | $2.1M | 1.3% | — | Held |
| Snowflake Inc. | SNOW | 9.56K | $2.1M | 1.3% | — | Held |
| Ishares Tr | — | 10.5K | $2.09M | 1.3% | — | Held |
| Fidelity Covington Trust | — | 81.2K | $2.01M | 1.2% | — | Held |
| Weyerhaeuser Co Mtn Be | WY | 75.5K | $1.79M | 1.1% | — | Held |
| Dynatrace, Inc. | DT | 40K | $1.73M | 1.1% | — | Held |
| Lockheed Martin Corp | LMT | 3.55K | $1.72M | 1.1% | — | Held |
| Ishares Tr | — | 16.2K | $1.53M | 0.9% | — | Held |
| Conocophillips | COP | 15.5K | $1.45M | 0.9% | — | Held |
| Applied Matls Inc | — | 5.51K | $1.41M | 0.9% | — | Held |
| United Parcel Service Inc | UPS | 12.7K | $1.26M | 0.8% | — | Held |
| Northrop Grumman Corp | — | 2K | $1.14M | 0.7% | — | Held |
| Boeing Co | — | 4.55K | $989K | 0.6% | — | Held |
| Amazon Com Inc | AMZN | 4.27K | $985.6K | 0.6% | — | Held |
| RTX Corp | RTX | 5.09K | $934.3K | 0.6% | — | Held |
| Chevron Corp New | CVX | 5.9K | $899.3K | 0.6% | — | Held |
| Oneok Inc /New/ | OKE | 10.3K | $757.4K | 0.5% | — | Held |
| Take-Two Interactive Softwar | — | 2.84K | $727.1K | 0.4% | — | Held |
| Alphabet Inc | — | 2.23K | $697.1K | 0.4% | — | Held |
| Medtronic Plc | MDT | 6.98K | $670.4K | 0.4% | — | Held |
| BlackRock, Inc. | BLK | 552 | $590.9K | 0.4% | — | Held |
| Ishares Tr | — | 6.7K | $584.2K | 0.4% | — | Held |
| Ishares Tr | — | 10.4K | $570K | 0.4% | — | Held |
| Intel Corp | INTC | 15K | $553.5K | 0.3% | — | Held |
| Ishares Tr | — | 22.8K | $526K | 0.3% | — | Held |
| Berkshire Hathaway Inc Del | — | 1.02K | $514.7K | 0.3% | — | Held |
| Ishares Tr | — | 4.63K | $509.2K | 0.3% | — | Held |
| Merck & Co., Inc. | MRK | 4.82K | $506.9K | 0.3% | — | Held |
| Invesco Qqq Tr | — | 818 | $502.3K | 0.3% | — | Held |
| Visa Inc. | V | 1.24K | $435.6K | 0.3% | — | Held |
| Vanguard Index Fds | — | 1.25K | $417.3K | 0.3% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 1.22K | $369.1K | 0.2% | — | Held |
| Costco Whsl Corp New | — | 392 | $338K | 0.2% | — | Held |
| Bank America Corp | — | 5.52K | $303.7K | 0.2% | — | Held |
| Home Depot, Inc. | HD | 815 | $280.4K | 0.2% | — | Held |
| Vanguard Index Fds | — | 837 | $233.6K | 0.1% | — | Held |
| Paychex Inc | PAYX | 1.83K | $204.8K | 0.1% | — | Held |
| Wells Fargo Co New | — | 2.04K | $189.8K | 0.1% | — | Held |
| Regeneron Pharmaceuticals, Inc. | REGN | 245 | $189.1K | 0.1% | — | Held |
| Newmont Corp | — | 1.88K | $187.6K | 0.1% | — | Held |
| Vanguard Specialized Funds | — | 767 | $168.6K | 0.1% | — | Held |
| Netflix Inc | NFLX | 1.75K | $164.1K | 0.1% | — | Held |
| Meta Platforms, Inc. | META | 245 | $161.7K | 0.1% | — | Held |
| Cisco Sys Inc | — | 2.07K | $159.6K | 0.1% | — | Held |
| Eli Lilly & Co | LLY | 140 | $150.5K | 0.1% | — | Held |
| Air Prods & Chems Inc | — | 573 | $141.6K | 0.1% | — | Held |
| Teradyne, Inc | TER | 684 | $132.4K | 0.1% | — | Held |
| Consolidated Edison Inc | ED | 1.11K | $110.6K | 0.1% | — | Held |
| BXP, Inc. | BXP | 1.5K | $101.6K | 0.1% | — | Held |
| Slb Limited/Nv | SLB | 2.63K | $100.8K | 0.1% | — | Held |
| Willis Towers Watson Plc | WTW | 300 | $98.7K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 1.74K | $95.1K | 0.1% | — | Held |
| Tesla, Inc. | TSLA | 205 | $92.2K | 0.1% | — | Held |
| Phillips Edison & Co Inc | — | 2.53K | $89.9K | 0.1% | — | Held |
| Sap Se | — | 370 | $89.9K | 0.1% | — | Held |
| Globus Med Inc | — | 1K | $87.3K | 0.1% | — | Held |
| Johnson & Johnson | JNJ | 411 | $85.1K | 0.1% | — | Held |
| Amgen Inc | AMGN | 237 | $77.6K | 0.0% | — | Held |
| Caterpillar Inc | CAT | 135 | $77.3K | 0.0% | — | Held |
| Eaton Corp Plc | ETN | 225 | $71.7K | 0.0% | — | Held |
| Nextera Energy Inc | — | 804 | $64.5K | 0.0% | — | Held |
| Darden Restaurants Inc | DRI | 337 | $62K | 0.0% | — | Held |
| Comcast Corp New | — | 1.78K | $53.2K | 0.0% | — | Held |
| Ishares Tr | — | 404 | $52.1K | 0.0% | — | Held |
| Ishares Tr | — | 415 | $50.5K | 0.0% | — | Held |
| Nvidia Corp | NVDA | 260 | $48.5K | 0.0% | — | Held |
| Ishares Tr | — | 146 | $47.2K | 0.0% | — | Held |
| Hewlett Packard Enterprise C | — | 1.9K | $45.6K | 0.0% | — | Held |
| Elevance Health Inc Formerly | — | 121 | $42.5K | 0.0% | — | Held |
| Hp Inc | HPQ | 1.9K | $42.3K | 0.0% | — | Held |
| Disney Walt Co | — | 367 | $41.7K | 0.0% | — | Held |
| Zoetis Inc. | ZTS | 302 | $38.1K | 0.0% | — | Held |
| General Mtrs Co | — | 466 | $37.9K | 0.0% | — | Held |
| Honeywell Intl Inc | — | 191 | $37.3K | 0.0% | — | Held |
| Verizon Communications Inc | VZ | 883 | $36K | 0.0% | — | Held |
| Kla Corp | KLAC | 29 | $35.2K | 0.0% | — | Held |
| Spdr Series Trust | — | 250 | $34.8K | 0.0% | — | Held |
| General Dynamics Corp | GD | 100 | $33.7K | 0.0% | — | Held |
| Emerson Elec Co | — | 251 | $33.3K | 0.0% | — | Held |
| Vanguard Index Fds | — | 129 | $33.3K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 1.3K | $31.3K | 0.0% | — | Held |
| Cvs Health Corp | CVS | 371 | $29.4K | 0.0% | — | Held |
| Kroger Co | KR | 433 | $27.1K | 0.0% | — | Held |
| Ishares Tr | — | 122 | $25.7K | 0.0% | — | Held |
| Public Svc Enterprise Grp In | — | 315 | $25.3K | 0.0% | — | Held |
| Starbucks Corp | SBUX | 300 | $25.3K | 0.0% | — | Held |
| Cboe Global Mkts Inc | — | 100 | $25.1K | 0.0% | — | Held |
| Accenture Plc Ireland | — | 90 | $24.1K | 0.0% | — | Held |
| Lowes Cos Inc | — | 100 | $24.1K | 0.0% | — | Held |
| Union Pac Corp | — | 99 | $22.9K | 0.0% | — | Held |
| Unitedhealth Group Inc | UNH | 67 | $22.1K | 0.0% | — | Held |
| Pfizer Inc | PFE | 871 | $21.7K | 0.0% | — | Held |
| Dow Inc. | DOW | 919 | $21.5K | 0.0% | — | Held |
| Citigroup Inc | — | 179 | $20.9K | 0.0% | — | Held |
| Levi Strauss & Co New | — | 1K | $20.7K | 0.0% | — | Held |
| Alcon Inc | ALC | 250 | $19.7K | 0.0% | — | Held |
| ServiceNow, Inc. | NOW | 125 | $19.1K | 0.0% | — | Held |
| Nutrien Ltd. | NTR | 300 | $18.5K | 0.0% | — | Held |
| Exxon Mobil Corp | — | 152 | $18.3K | 0.0% | — | Held |
| Adobe Inc. | ADBE | 52 | $18.2K | 0.0% | — | Held |
| Ventas, Inc. | VTR | 230 | $17.8K | 0.0% | — | Held |
| Us Bancorp Del | — | 326 | $17.4K | 0.0% | — | Held |
| Ishares Tr | — | 125 | $17.1K | 0.0% | — | Held |
| Vaneck Etf Trust | — | 182 | $15.6K | 0.0% | — | Held |
| Monster Beverage Corp New | — | 200 | $15.3K | 0.0% | — | Held |
| Mondelez Intl Inc | — | 269 | $14.5K | 0.0% | — | Held |
| Altria Group, Inc. | MO | 250 | $14.4K | 0.0% | — | Held |
| Pepsico Inc | PEP | 100 | $14.4K | 0.0% | — | Held |
| Coca Cola Co | KO | 200 | $14K | 0.0% | — | Held |
| At&T Inc | — | 536 | $13.3K | 0.0% | — | Held |
| Colgate Palmolive Co | CL | 165 | $13K | 0.0% | — | Held |
| Sherwin Williams Co | SHW | 39 | $12.6K | 0.0% | — | Held |
| Deere & Co | DE | 27 | $12.6K | 0.0% | — | Held |
| Csx Corp | CSX | 324 | $11.7K | 0.0% | — | Held |
| United Airls Hldgs Inc | — | 100 | $11.2K | 0.0% | — | Held |
| Smucker J M Co | — | 112 | $11K | 0.0% | — | Held |
| Spdr Series Trust | — | 122 | $10.9K | 0.0% | — | Held |
| Booking Holdings Inc. | BKNG | 2 | $10.7K | 0.0% | — | Held |
| Wynn Resorts Ltd | WYNN | 89 | $10.7K | 0.0% | — | Held |
| Goldman Sachs Group Inc | — | 12 | $10.5K | 0.0% | — | Held |
| Mercadolibre Inc | MELI | 5 | $10.1K | 0.0% | — | Held |
| Automatic Data Processing In | — | 39 | $10K | 0.0% | — | Held |
| Las Vegas Sands Corp | LVS | 129 | $8.4K | 0.0% | — | Held |
| Carnival Corp Ltd. | CCL | 260 | $7.94K | 0.0% | — | Held |
| Ishares Tr | — | 255 | $7.89K | 0.0% | — | Held |
| Mcdonalds Corp | MCD | 25 | $7.64K | 0.0% | — | Held |
| Delta Air Lines Inc Del | DAL | 100 | $6.94K | 0.0% | — | Held |
| Mgm Resorts International | MGM | 190 | $6.93K | 0.0% | — | Held |
| Blackstone Inc. | BX | 45 | $6.92K | 0.0% | — | Held |
| Shell Plc | — | 83 | $6.1K | 0.0% | — | Held |
| Allstate Corp | — | 28 | $5.83K | 0.0% | — | Held |
| Southwest Airls Co | — | 138 | $5.7K | 0.0% | — | Held |
| Walmart Inc. | WMT | 50 | $5.57K | 0.0% | — | Held |
| Ishares Tr | — | 99 | $5.24K | 0.0% | — | Held |
| Ishares Tr | — | 122 | $5.23K | 0.0% | — | Held |
| First Tr Exchange-Traded Fd | — | 100 | $4.46K | 0.0% | — | Held |
| Qnity Electronics, Inc. | Q | 50 | $4.08K | 0.0% | — | Held |
| DuPont de Nemours, Inc. | DD | 100 | $4.02K | 0.0% | — | Held |
| Ishares Tr | — | 35 | $3.41K | 0.0% | — | Held |
| American Airls Group Inc | AAL | 200 | $3.07K | 0.0% | — | Held |
| Dxc Technology Co | DXC | 162 | $2.37K | 0.0% | — | Held |
| Motorola Solutions, Inc. | MSI | 6 | $2.3K | 0.0% | — | Held |
| Solstice Advanced Matls Inc | — | 47 | $2.28K | 0.0% | — | Held |
| Quantumscape Corp | QS | 150 | $1.56K | 0.0% | — | Held |
| Lexicon Pharmaceuticals, Inc. | LXRX | 142 | $164 | 0.0% | — | Held |
| Ishares Tr | — | 0 | $1 | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.