account_balance

Investment manager · 13F filer · SEC CIK 1999827

Syntax Research, Inc.

Reported value$139Mas of Sep 30, 2026

Positions193 28 new, 13 sold out

Top 10 weight69.2%IEF alone is 12%

FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IEFiShares Tr

12.1%Added +33%

IVViShares Tr

9.8%Trimmed −2%

SHYiShares Tr

9.8%Added +10%

USMViShares Tr

8.4%Added +5%

NOBLProshares Tr

7.2%Added +10%

AAPLApple Inc.

6.6%Trimmed −5%

QUALiShares Tr

6.5%Added +6%

IJHiShares Tr

3.2%

IJRiShares Tr

3.2%

MSFTMicrosoft Corp

2.5%

GOOGAlphabet Inc.

2.3%−4%

SPYSPDR S&P 500 ETF Trust

1.9%

IEFiShares Tr

12.1%Added +33%

IVViShares Tr

9.8%Trimmed −2%

SHYiShares Tr

9.8%+10%

USMViShares Tr

8.4%+5%

NOBLProshares Tr

7.2%

AAPLApple Inc.

6.6%

QUALiShares Tr

6.5%

IJH3.2%

IJR3.2%

MSFTGOOGSPY

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IEF iShares Tr 12.1% Added +33%

IVV iShares Tr 9.8% Trimmed −2%

SHY iShares Tr 9.8% Added +10%

USMV iShares Tr 8.4% Added +5%

NOBL Proshares Tr 7.2% Added +10%

AAPL Apple Inc. 6.6% Trimmed −5%

QUAL iShares Tr 6.5% Added +6%

IJH iShares Tr 3.2% Held

IJR iShares Tr 3.2% Held

MSFT Microsoft Corp 2.5% Trimmed −3%GOOG Alphabet Inc. 2.3% Trimmed −4%SPY SPDR S&P 500 ETF Trust 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Jul 31, 2026 filing

add_circleNew

GLW $932K
ISRG $712K
NOC $589K
SPYD $484K

arrow_upwardAdded

HON +1606%
HDV +427%
SDY +408%
GOOGN +56%

arrow_downwardTrimmed

ACWX −83%
CVX −62%
IEUR −61%
LDOS −38%

remove_circleSold out

ECL $645K
ABT $200K
ACN $143K
NFLX $125K

Syntax Research, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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