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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 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,500.0 $233K 0.08% $93.32 +6.7%
82 JMST J P MORGAN EXCHANGE TRADED F 4,500.0 $229K 0.08% $50.98 -0.0%
83 XLY SELECT SECTOR SPDR TR 1,954.0 $213K 0.07% -56K -96.6% $108.98 +4.9%
84 LVHD LEGG MASON ETF INVT 4,790.0 $204K 0.07% -6K -55.0% $42.56 +4.9%
85 XLI SELECT SECTOR SPDR TR 1,238.0 $200K 0.07% -34K -96.5% $161.73 +12.0%
86 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 37,932.0 $158K 0.05% $4.17 -27.1%
87 NDMO NUVEEN DYNAMIC MUN OPPORTUNI Financial Services 11,250.0 $116K 0.04% $10.29 +1.4%
88 ALIT ALIGHT INC Technology 34,482.0 $20K 0.01% NEW $0.58 -0.9%
Page 5 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%