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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 6 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SHYD VANECK ETF TRUST 13,000.0 $298K 0.10% NEW $22.91 +0.0%
102 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,063.0 $296K 0.10% NEW $278.92 +14.1%
103 VBIL VANGUARD INSTL INDEX FD 3,856.0 $291K 0.09% NEW $75.43 +0.3%
104 MCD MCDONALDS CORP Consumer Cyclical 937.0 $286K 0.09% NEW $305.63 -11.7%
105 INNOVATOR ETFS TRUST 10,500.0 $280K 0.09% NEW $26.67
106 INNOVATOR ETFS TRUST 10,390.0 $267K 0.09% NEW $25.74
107 SPY SPDR S&P 500 ETF TR Financial Services 391.0 $267K 0.09% NEW $681.92 +7.0%
108 VNLA JANUS DETROIT STR TR 5,000.0 $246K 0.08% NEW $49.14 -0.2%
109 JMST J P MORGAN EXCHANGE TRADED F 4,500.0 $229K 0.07% NEW $50.94 +0.1%
110 SRET GLOBAL X FDS 10,277.0 $224K 0.07% NEW $21.78 +4.3%
111 DEM WISDOMTREE TR 4,774.0 $223K 0.07% NEW $46.71 +13.6%
112 MLPA GLOBAL X FDS 4,482.0 $217K 0.07% NEW $48.41 +9.2%
113 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,500.0 $210K 0.07% NEW $83.85 +18.8%
114 BITI PROSHARES TR 9,010.0 $209K 0.07% NEW $23.17 +23.2%
115 IBM INTERNATIONAL BUSINESS MACHS Technology 700.0 $207K 0.07% NEW $296.21 -8.3%
116 NDMO NUVEEN DYNAMIC MUN OPPORTUNI Financial Services 11,250.0 $113K 0.04% NEW $10.08 +3.5%
117 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 37,932.0 $104K 0.03% NEW $2.75 +10.5%
118 PROPHASE LABS INC 64,478.0 $29K 0.01% NEW $0.45
Page 6 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%