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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPHQ INVESCO EXCHANGE TRADED FD T 142,099.0 $10.7M 3.56% NEW $75.19 +15.5%
2 RSPU INVESCO EXCHANGE TRADED FD T 16,839.0 $1.4M 0.46% NEW $81.11 +1.9%
3 XLE SELECT SECTOR SPDR TR 15,668.0 $960K 0.32% NEW $61.26 -12.1%
4 FUTY FIDELITY COVINGTON TRUST 13,210.0 $780K 0.26% NEW $59.07 +0.7%
5 INNOVATOR ETFS TRUST 23,355.0 $593K 0.20% NEW $25.39
6 SETH PROSHARES TR 9,468.0 $465K 0.15% NEW $49.13 +19.6%
7 INNOVATOR ETFS TRUST 10,600.0 $292K 0.10% NEW $27.59
8 ALIT ALIGHT INC Technology 34,482.0 $20K 0.01% NEW $0.58 -0.9%

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%