SYNTAX RESEARCH, INC. - Portfolio overview

SYNTAX RESEARCH, INC. has 188 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Real Estate.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 8.81%
2. IEF - ISHARES TR, 6.18%
3. VLUE - ISHARES TR, 5.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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