Syntax Research, Inc. Portfolio Holdings

Syntax Research, Inc.

  • $156 Billion
  • Q3 2025

Syntax Research, Inc. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $156 Billion distributed in 190 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $14.1B, Ishares Msci Usa Value Factor with a value of $8.03B, Ishares Barclays with a value of $7.75B, Apple Inc. with a value of $7.34B, and Ishares Barclays 1 3 Year Trea with a value of $7.04B.

Examining the 13F form we can see an increase of $14.8B in the current position value, from $141B to 156B.

Syntax Research, Inc. is based out at Boca Raton, FL

Below you can find more details about Syntax Research, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $156 Billion
ETFs: $78.1 Billion
Technology: $26.9 Billion
Industrials: $10.5 Billion
Communication Services: $6.66 Billion
Healthcare: $6.53 Billion
Real Estate: $4.79 Billion
Financial Services: $4.76 Billion
Energy: $4.72 Billion
Other: $8.41 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$260M
$192,000 0.0% of portfolio
142
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $156 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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