SYNTAX RESEARCH, INC.

All 13F Filings

Location
Boca Raton, FL
Most recent 13F
Q2 2026
Holdings value ($000)
136,879
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/31/2026 179 136,879 13F-HR SYNTAX RESEARCH, INC.
Q1 2026 4/24/2026 192 157,149 13F-HR SYNTAX RESEARCH, INC.
Q4 2025 2/2/2026 193 162,135 13F-HR SYNTAX RESEARCH, INC.
Q3 2025 11/4/2025 190 155,576 13F-HR SYNTAX RESEARCH, INC.
Q2 2025 7/21/2025 187 140,798 13F-HR SYNTAX RESEARCH, INC.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 46.67 K 34.1% 0 30.56 K -30.56 K
ETFs 90.2 K 65.9% 10.29 K 0 10.29 K
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Fund Snapshot

Q2 2026
Latest filed
7/31/2026
Total value ($000)
136,879
Holdings
179
QoQ value change ($000)
-20,270 (-12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.