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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 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CWB SPDR SERIES TRUST 26,563.0 $2.4M 0.81% -2K -5.8% $91.52 +15.3%
22 META META PLATFORMS INC Communication Services 4,089.0 $2.3M 0.78% -442.0 -9.8% $572.13 -3.8%
23 AGZD WISDOMTREE TR 102,080.0 $2.3M 0.77% -5K -4.3% $22.55 +0.2%
24 SHM SPDR SERIES TRUST 45,141.0 $2.2M 0.72% +12K +38.0% $47.83 +0.3%
25 RUNN STRATEGIC TRUST 66,586.0 $2.1M 0.71% +8K +12.7% $32.21 +0.8%
26 FEZ SPDR INDEX SHS FDS 28,320.0 $1.8M 0.59% +270.0 +1.0% $62.08 +8.1%
27 RSPG INVESCO EXCHANGE TRADED FD T 15,271.0 $1.7M 0.56% -1K -8.8% $109.47 -10.0%
28 ITA ISHARES TR 7,324.0 $1.6M 0.53% -336.0 -4.4% $218.75 +8.2%
29 RSPM INVESCO EXCHANGE TRADED FD T 38,423.0 $1.5M 0.49% +12K +47.5% $38.66 +1.5%
30 RSPR INVESCO EXCHANGE TRADED FD T 43,109.0 $1.4M 0.48% +16K +61.5% $33.18 +13.0%
31 RSPN INVESCO EXCHANGE TRADED FD T 24,150.0 $1.4M 0.46% +9K +54.5% $57.58 +9.8%
32 RSPS INVESCO EXCHANGE TRADED FD T 46,943.0 $1.4M 0.46% +4K +10.1% $29.50 +4.1%
33 RSPU INVESCO EXCHANGE TRADED FD T 16,839.0 $1.4M 0.46% NEW $81.11 +1.9%
34 JPM JPMORGAN CHASE & CO Financial Services 4,520.0 $1.3M 0.44% $294.14 +11.9%
35 BILS SPDR SERIES TRUST 12,168.0 $1.2M 0.40% -770.0 -6.0% $99.44 -0.1%
36 MSFT MICROSOFT CORP Technology 3,200.0 $1.2M 0.40% -328.0 -9.3% $370.17 +0.8%
37 GOOGL ALPHABET INC Communication Services 4,065.0 $1.2M 0.39% -486.0 -10.7% $287.56 +17.3%
38 UBER UBER TECHNOLOGIES INC Technology 16,175.0 $1.2M 0.39% -6K -26.7% $71.93 +5.9%
39 CRWD CROWDSTRIKE HLDGS INC Technology 2,846.0 $1.1M 0.37% -482.0 -14.5% $390.41 +79.6%
40 GOOG ALPHABET INC Communication Services 3,543.0 $1.0M 0.34% -220.0 -5.8% $286.86 +16.7%
Page 2 of 5  ·  88 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%