Syntax Research, Inc. Portfolio Holdings

Syntax Research, Inc.

  • $141 Billion
  • Q2 2025

Syntax Research, Inc. has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $141 Billion distributed in 187 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 $15B, Ishares Msci Usa Value Factor with a value of $7.88B, Ishares Barclays with a value of $7.15B, Ishares Barclays 1 3 Year Trea with a value of $6.84B, and Apple Inc. with a value of $5.91B.

Examining the 13F form we can see an decrease of $4.04B in the current position value, from $145B to 141B. Also it can be appreciated an additional of 7 stocks purchases and 1 closed positions.

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 $141 Billion
ETFs: $71.9 Billion
Technology: $24.6 Billion
Industrials: $7.2 Billion
Healthcare: $7.09 Billion
Basic Materials: $6.05 Billion
Financial Services: $5.83 Billion
Communication Services: $4.51 Billion
Energy: $4.42 Billion
Other: $5.47 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $141 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 31 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 30 stocks
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