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Portfolio (Quarterly) Guide ↗

SYKON CAPITAL LLC

· CIK 0001988408
13F Portfolio $300M AUM 88 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 27 Added 35 Reduced 38 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INNOVATOR ETFS TRUST 27,479.0 $702K 0.23% +9K +47.3% $25.54
22 MEAR ISHARES U S ETF TR 12,797.0 $644K 0.21% +500.0 +4.1% $50.34 +0.1%
23 BITI PROSHARES TR 18,563.0 $495K 0.17% +10K +106.0% $26.66 +7.1%
24 INNOVATOR ETFS TRUST 17,813.0 $473K 0.16% +7K +69.7% $26.55
25 MLPA GLOBAL X FDS 8,211.0 $442K 0.15% +4K +83.2% $53.87 -1.9%
26 AGG ISHARES TR 3,685.0 $366K 0.12% +110.0 +3.1% $99.27 +0.1%
27 SPY STATE STR SPDR S&P 500 ETF T Financial Services 393.0 $256K 0.09% +2.0 +0.5% $650.34 +12.2%
Page 2 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 42.1%
Technology 32.0%
Communication Services 10.4%
Consumer Cyclical 7.6%
Healthcare 5.2%
Energy 1.3%
Utilities 0.9%
Consumer Defensive 0.5%