SYNTAX RESEARCH, INC.
Long Only Manager
SYNTAX RESEARCH, INC. is a Long Only Manager based in Boca Raton, FL led by Sandeep Sharma, reporting $196.6M in AUM as of Q3 2025 with 50% ETF concentration.
CCOSandeep Sharma
- Portfolio Value
- $155.6M
- Positions
- 173
- Top Holding
- IVV at 9.04%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SYNTAX RESEARCH, INC.'s portfolio (44.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $14.1M | 9.04% | -$2.1M Sold | — 21.0K shares | |
ETF ETF | $8.0M | 5.16% | -$678.8K Sold | — 64.2K shares | |
ETF ETF | $7.7M | 4.98% | +$542.4K Bought | — 80.3K shares | |
Consumer Electronics Technology | $7.3M | 4.72% | +$4.3K Bought | 0.00% 28.8K shares | |
ETF ETF | $7.0M | 4.52% | +$192.6K Bought | — 84.8K shares | |
ETF ETF | $5.7M | 3.69% | +$87.7K Bought | — 55.7K shares | |
ETF ETF | $5.4M | 3.48% | -$1.3K Sold | — 8.1K shares | |
Internet Content & Information Communication Services | $4.8M | 3.10% | +$1.7K Bought | 0.00% 19.8K shares | |
Semiconductors Technology | $4.5M | 2.89% | -$558.8K Sold | 0.00% 13.6K shares | |
ETF ETF | $4.2M | 2.70% | +$26.4K Bought | — 64.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SYNTAX RESEARCH, INC.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for SYNTAX RESEARCH, INC.
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