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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 3 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHY ISHARES TR 29,961.0 $2.5M 0.80% NEW $82.82 -0.8%
42 TIP ISHARES TR 22,456.0 $2.5M 0.79% NEW $109.91 -0.2%
43 AGZD WISDOMTREE TR 106,652.0 $2.4M 0.77% NEW $22.48 +0.5%
44 ITM VANECK ETF TRUST 43,882.0 $2.1M 0.66% NEW $47.16 -0.3%
45 XMPT VANECK ETF TRUST 94,345.0 $2.1M 0.66% NEW $21.88 +1.3%
46 HYD VANECK ETF TRUST 40,262.0 $2.1M 0.66% NEW $51.12 +0.7%
47 MUB ISHARES TR 19,179.0 $2.1M 0.66% NEW $107.11 +0.5%
48 MLN VANECK ETF TRUST 116,970.0 $2.1M 0.66% NEW $17.53 +1.2%
49 RUNN STRATEGIC TRUST 59,062.0 $2.0M 0.63% NEW $33.34 -2.6%
50 FEZ SPDR INDEX SHS FDS 28,050.0 $1.8M 0.58% NEW $64.39 +4.2%
51 UBER UBER TECHNOLOGIES INC Technology 22,079.0 $1.8M 0.58% NEW $81.71 -6.7%
52 MSFT MICROSOFT CORP Technology 3,528.0 $1.7M 0.55% NEW $483.62 -22.9%
53 ITA ISHARES TR 7,660.0 $1.6M 0.53% NEW $214.69 +10.3%
54 SHM SPDR SERIES TRUST 32,704.0 $1.6M 0.50% NEW $47.99 -0.0%
55 CRWD CROWDSTRIKE HLDGS INC Technology 3,328.0 $1.6M 0.50% NEW $468.76 +49.6%
56 XLU SELECT SECTOR SPDR TR 35,413.0 $1.5M 0.48% NEW $42.69 +8.2%
57 JPM JPMORGAN CHASE & CO. Financial Services 4,523.0 $1.5M 0.47% NEW $322.21 +2.1%
58 GOOGL ALPHABET INC Communication Services 4,551.0 $1.4M 0.46% NEW $313.00 +7.8%
59 RSPH INVESCO EXCHANGE TRADED FD T 43,483.0 $1.4M 0.44% NEW $31.85 +5.1%
60 RSPG INVESCO EXCHANGE TRADED FD T 16,741.0 $1.3M 0.43% NEW $79.58 +23.8%
Page 3 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%