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Portfolio (Quarterly) Guide ↗

SYKON CAPITAL LLC

· CIK 0001988408
13F Portfolio $312M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 118 New
Page 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BE BLOOM ENERGY CORP Industrials 6,115.0 $531K 0.17% NEW $86.89 +190.0%
82 BIL SPDR SERIES TRUST 5,457.0 $499K 0.16% NEW $91.38 +0.3%
83 INNOVATOR ETFS TRUST 18,658.0 $489K 0.16% NEW $26.20
84 OCFC OCEANFIRST FINL CORP Financial Services 25,521.0 $458K 0.15% NEW $17.95 +8.9%
85 JAJL INNOVATOR ETFS TRUST 15,689.0 $456K 0.15% NEW $29.06 +2.9%
86 DGRW WISDOMTREE TR 5,026.0 $449K 0.14% NEW $89.43 +5.9%
87 BERKSHIRE HATHAWAY INC DEL 852.0 $428K 0.14% NEW $502.65
88 LVHD LEGG MASON ETF INVT 10,645.0 $425K 0.14% NEW $39.88 +12.0%
89 CVX CHEVRON CORP NEW Energy 2,671.0 $407K 0.13% NEW $152.41 +12.2%
90 VGT VANGUARD WORLD FD 525.0 $396K 0.13% NEW $753.78 -84.9%
91 VTHR VANGUARD SCOTTSDALE FDS 1,231.0 $370K 0.12% NEW $300.33 +8.0%
92 URA GLOBAL X FDS 8,377.0 $358K 0.12% NEW $42.73 +2.0%
93 AGG ISHARES TR 3,575.0 $357K 0.12% NEW $99.88 -0.5%
94 PFE PFIZER INC Healthcare 14,014.0 $349K 0.11% NEW $24.90 -2.4%
95 TSLA TESLA INC Consumer Cyclical 745.0 $335K 0.11% NEW $449.72 -15.6%
96 ED CONSOLIDATED EDISON INC Utilities 3,320.0 $330K 0.11% NEW $99.32 +12.8%
97 HDV ISHARES TR 2,700.0 $328K 0.10% NEW $121.61 -77.1%
98 NUVEEN NEW JERSEY QULT MUN F 25,000.0 $316K 0.10% NEW $12.64
99 FDL FIRST TR EXCHANGE-TRADED FD 6,771.0 $300K 0.10% NEW $44.34 +11.9%
100 IDLV INVESCO EXCH TRADED FD TR II 8,790.0 $298K 0.10% NEW $33.90 +2.0%
Page 5 of 6  ·  118 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 51.4%
Technology 27.5%
Communication Services 8.7%
Consumer Cyclical 6.6%
Healthcare 3.5%
Industrials 0.8%
Energy 0.6%
Utilities 0.5%
Consumer Defensive 0.3%