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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  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BDX BECTON DICKINSON & CO Healthcare 4,502.0 $708K 0.24% -381.0 -7.8% $157.23 -0.8%
22 XLK SELECT SECTOR SPDR TR 4,956.0 $659K 0.22% -152K -96.8% $132.90 +36.1%
23 FVD FIRST TR EXCHANGE-TRADED FD 8,692.0 $409K 0.14% -6K -42.0% $47.03 +3.2%
24 VIRTUS ARTIFICIAL INTELLIGEN 17,606.0 $377K 0.13% -16K -48.1% $21.41
25 VTHR VANGUARD SCOTTSDALE FDS 1,191.0 $343K 0.11% -40.0 -3.2% $287.57 +12.8%
26 EFA ISHARES TR 3,423.0 $332K 0.11% -72K -95.5% $97.13 +5.6%
27 MCD MCDONALDS CORP Consumer Cyclical 908.0 $282K 0.09% -29.0 -3.1% $310.79 -13.2%
28 XLF SELECT SECTOR SPDR TR 5,614.0 $277K 0.09% -163K -96.7% $49.37 +8.5%
29 SHYD VANECK ETF TRUST 12,000.0 $272K 0.09% -1K -7.7% $22.66 +1.1%
30 FDL FIRST TR EXCHANGE-TRADED FD 5,295.0 $269K 0.09% -1K -21.8% $50.80 -2.4%
31 TSLA TESLA INC Consumer Cyclical 693.0 $258K 0.09% -52.0 -7.0% $371.75 +2.1%
32 BERKSHIRE HATHAWAY INC DEL 500.0 $240K 0.08% -352.0 -41.3% $479.20
33 XLY SELECT SECTOR SPDR TR 1,954.0 $213K 0.07% -56K -96.6% $108.98 +4.9%
34 LVHD LEGG MASON ETF INVT 4,790.0 $204K 0.07% -6K -55.0% $42.56 +4.9%
35 XLI SELECT SECTOR SPDR TR 1,238.0 $200K 0.07% -34K -96.5% $161.73 +12.0%
Page 2 of 2  ·  35 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%