Syntax Research, Inc.

13F Filings History

Latest 13F report
Q2 2025 - Jul 21, 2025
Value $
$141M
Signature - Title
Sandeep Sharma - Principal
Location
Boca Raton, FL
Summary
This page shows a list of all the recent 13F filings made by Syntax Research, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Syntax Research, Inc. reported 170 stock holdings with total value $141M as of Q2 2025. Top holdings included IVV, VLUE, IEF, SHY, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 170 $141M +$23M -$35.3M -$12.2M IVV, VLUE, IEF, SHY, AAPL 13F-HR 7/21/2025, 08:36 AM
Q1 2025 175 $145M +$20.4M -$14.9M +$5.52M IVV, SHY, VLUE, AAPL, IEF 13F-HR 5/7/2025, 08:56 AM
Q4 2024 183 $139M +$18.9M -$21.7M -$2.75M IVV, VLUE, AAPL, SHY, ACWX 13F-HR 2/11/2025, 03:32 PM
Q3 2024 189 $148M +$37.2M -$23.1M +$14.1M IVV, VLUE, SHY, AAPL, ACWX 13F-HR 12/17/2024, 06:06 PM
Q2 2024 174 $126M +$10.4M -$17.6M -$7.11M SHY, IVV, VLUE, AAPL, ACWX 13F-HR 7/23/2024, 07:45 PM
Q1 2024 169 $131M +$15.6M -$3.17M +$12.4M SHY, IVV, VLUE, IJH, SPY 13F-HR 5/6/2024, 06:54 PM
Q4 2023 175 $119M +$4.39M -$22.4M -$18M SHY, IVV, VLUE, AAPL, IJH 13F-HR 1/30/2024, 04:07 PM
Q3 2023 178 $123M IVV, SHY, VLUE, ACWX, IJH 13F-HR 11/14/2023, 10:24 AM