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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 3 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CLIP GLOBAL X FDS 9,887.0 $992K 0.33% -1K -11.1% $100.36 -0.0%
42 NVS NOVARTIS AG Healthcare 6,403.0 $978K 0.33% $152.75 +1.7%
43 XLE SELECT SECTOR SPDR TR 15,668.0 $960K 0.32% NEW $61.26 -12.1%
44 TFLO ISHARES TR 18,189.0 $921K 0.31% -2K -8.2% $50.63 +0.0%
45 FLRN SPDR SERIES TRUST 28,661.0 $882K 0.29% $30.78 +0.2%
46 FUTY FIDELITY COVINGTON TRUST 13,210.0 $780K 0.26% NEW $59.07 +0.7%
47 JAJL INNOVATOR ETFS TRUST 26,723.0 $777K 0.26% +11K +70.3% $29.07 +2.9%
48 BALT INNOVATOR ETFS TRUST 22,971.0 $769K 0.26% +4K +21.5% $33.47 +2.4%
49 BDX BECTON DICKINSON & CO Healthcare 4,502.0 $708K 0.24% -381.0 -7.8% $157.23 -0.8%
50 INNOVATOR ETFS TRUST 27,479.0 $702K 0.23% +9K +47.3% $25.54
51 XLK SELECT SECTOR SPDR TR 4,956.0 $659K 0.22% -152K -96.8% $132.90 +36.1%
52 TFJL INNOVATOR ETFS TRUST 33,193.0 $655K 0.22% $19.72 +0.0%
53 MEAR ISHARES U S ETF TR 12,797.0 $644K 0.21% +500.0 +4.1% $50.34 +0.1%
54 INNOVATOR ETFS TRUST 23,355.0 $593K 0.20% NEW $25.39
55 CVX CHEVRON CORPORATION Energy 2,671.0 $553K 0.18% $206.90 -17.3%
56 BITI PROSHARES TR 18,563.0 $495K 0.17% +10K +106.0% $26.66 +7.1%
57 INNOVATOR ETFS TRUST 17,813.0 $473K 0.16% +7K +69.7% $26.55
58 SETH PROSHARES TR 9,468.0 $465K 0.15% NEW $49.13 +19.6%
59 OCFC OCEANFIRST FINL CORP Financial Services 25,521.0 $460K 0.15% $18.04 +8.3%
60 MLPA GLOBAL X FDS 8,211.0 $442K 0.15% +4K +83.2% $53.87 -1.9%
Page 3 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%