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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 4 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FVD FIRST TR EXCHANGE-TRADED FD 8,692.0 $409K 0.14% -6K -42.0% $47.03 +3.2%
62 PFE PFIZER INC Healthcare 14,014.0 $394K 0.13% $28.08 -13.5%
63 VIRTUS ARTIFICIAL INTELLIGEN 17,606.0 $377K 0.13% -16K -48.1% $21.41
64 ED CONSOLIDATED EDISON INC Utilities 3,320.0 $376K 0.12% $113.18 -1.0%
65 VGT VANGUARD WORLD FD 525.0 $366K 0.12% $697.72 -83.7%
66 AGG ISHARES TR 3,685.0 $366K 0.12% +110.0 +3.1% $99.27 +0.1%
67 VTHR VANGUARD SCOTTSDALE FDS 1,191.0 $343K 0.11% -40.0 -3.2% $287.57 +12.8%
68 EFA ISHARES TR 3,423.0 $332K 0.11% -72K -95.5% $97.13 +5.6%
69 NUVEEN NEW JERSEY 25,000.0 $308K 0.10% $12.30
70 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,063.0 $293K 0.10% $275.18 +15.6%
71 INNOVATOR ETFS TRUST 10,600.0 $292K 0.10% NEW $27.59
72 MCD MCDONALDS CORP Consumer Cyclical 908.0 $282K 0.09% -29.0 -3.1% $310.79 -13.2%
73 XLF SELECT SECTOR SPDR TR 5,614.0 $277K 0.09% -163K -96.7% $49.37 +8.5%
74 SHYD VANECK ETF TRUST 12,000.0 $272K 0.09% -1K -7.7% $22.66 +1.1%
75 FDL FIRST TR EXCHANGE-TRADED FD 5,295.0 $269K 0.09% -1K -21.8% $50.80 -2.4%
76 INNOVATOR ETFS TRUST 10,390.0 $266K 0.09% $25.63
77 TSLA TESLA INC Consumer Cyclical 693.0 $258K 0.09% -52.0 -7.0% $371.75 +2.1%
78 SPY STATE STR SPDR S&P 500 ETF T Financial Services 393.0 $256K 0.09% +2.0 +0.5% $650.34 +12.2%
79 VNLA JANUS DETROIT STR TR 5,000.0 $244K 0.08% $48.86 +0.4%
80 BERKSHIRE HATHAWAY INC DEL 500.0 $240K 0.08% -352.0 -41.3% $479.20
Page 4 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%