DOSSIER · 13F-HR · Q2 2026

SYNTAX RESEARCH, INC.

$137M in tracked AUM across 179 positions as of Q2 2026.

SR
CIK 0001999827 · last filed Jun 30, 2026
Total AUM
$137M
as of Q2 2026
Holdings
179
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

SYNTAX RESEARCH, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$14M18K10.0%
02
IEF
ISHARES TR
$13M141K9.7%
03
SHY
ISHARES TR
$13M153K9.2%
04
USMV
ISHARES TR
$11M113K8.0%
05
NOBL
PROSHARES TR
$9M168K6.9%
06
QUAL
ISHARES TR
$8M38K6.1%
07
AAPL
APPLE INC
$8M29K6.1%
08
IJR
ISHARES TR
$5M33K3.6%
09
IJH
ISHARES TR
$5M61K3.5%
10
GOOG
ALPHABET INC
$3M10K2.5%

Filing history

2026Q2Jun 30
$137M 12.9%
179 positionsView →
2026Q1Mar 31
$157M 3.1%
192 positionsView →
2025Q4Dec 31
$162M 4.2%
193 positionsView →
2025Q3Sep 30
$156M 10.5%
190 positionsView →
2025Q2Jun 30
$141M 2.8%
187 positionsLocked
2025Q1Mar 31
$145M 3.9%
190 positionsLocked
2024Q4Dec 31
$139M 5.8%
199 positionsLocked
2024Q3Sep 30
$148M 17.1%
205 positionsLocked
2024Q2Jun 30
$126M 3.5%
184 positionsLocked
2024Q1Mar 31
$131M 9.6%
182 positionsLocked
2023Q4Dec 31
$119M 3.2%
188 positionsLocked
2023Q3Sep 30
$123M
191 positionsLocked