SYNTAX RESEARCH, INC.
All 13F Filings
- Location
- Boca Raton, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 157,149
- 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 |
|---|---|---|---|---|---|
| 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 | 77.24 K | 49.1% | 0 | 53.31 K | -53.31 K |
| ETFs | 79.91 K | 50.9% | 48.32 K | 0 | 48.32 K |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
157,149
Holdings
192
QoQ value change ($000)
-4,986
(-3.1%)
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.