SYNTAX RESEARCH, INC.
•CIK: 1999827•Filing: Q4 2025
**SYNTAX RESEARCH, INC.** manages $162M across a diversified portfolio of 172 positions. The strategy exhibits a notable allocation toward core market indices and fixed income, highlighted by significant holdings in IVV ($14.4M) and IEF ($8.5M). Further concentration is observed in sector-specific ETFs such as VLUE ($8.4M) and LQD ($6.4M), alongside major technology and index names including AAPL ($7.8M) and GOOG ($5.9M). This structure suggests a tactical blend of broad market exposure and targeted sector overweighting.
Total AUM
$162.1M
QoQ Performance
+4.2%
Positions
144
Top 10 Concentration
45.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IEF
VLUE
IVV8.9%
IEF5.2%
VLUE5.2%
AAPL4.8%
SHY4.0%
LQD3.9%
NOBL3.7%
GOOG3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.0%
Technology18.0%
ETF12.2%
Industrial4.9%
Real Estate3.5%
Financial2.8%
Healthcare2.6%
Consumer2.5%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW8 new positions
↑41 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023