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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 1 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 315,691.0 $25.3M 8.13% NEW $80.22 +6.9%
2 XLK SELECT SECTOR SPDR TR 157,417.0 $22.7M 7.27% NEW $143.97 +25.6%
3 DIA SPDR DOW JONES INDL AVERAGE Financial Services 25,720.0 $12.4M 3.97% NEW $480.57 +7.8%
4 QQQ INVESCO QQQ TR Financial Services 19,664.0 $12.1M 3.88% NEW $614.32 +15.0%
5 SPLV INVESCO EXCH TRADED FD TR II 166,351.0 $11.9M 3.81% NEW $71.42 +6.1%
6 FDLO FIDELITY COVINGTON TRUST 175,471.0 $11.7M 3.76% NEW $66.75 +1.7%
7 USFR WISDOMTREE TR 203,815.0 $10.3M 3.29% NEW $50.32 +0.0%
8 XLF SELECT SECTOR SPDR TR 168,620.0 $9.2M 2.96% NEW $54.77 -2.2%
9 AAPL APPLE INC Technology 27,286.0 $7.4M 2.38% NEW $271.86 +4.4%
10 VOO VANGUARD INDEX FDS 11,628.0 $7.3M 2.34% NEW $627.11 +6.9%
11 EFA ISHARES TR 75,603.0 $7.3M 2.33% NEW $96.03 +6.8%
12 XLY SELECT SECTOR SPDR TR 58,217.0 $7.0M 2.23% NEW $119.41 -4.2%
13 XLC SELECT SECTOR SPDR TR 58,780.0 $6.9M 2.22% NEW $117.72 -9.9%
14 BAC BANK AMERICA CORP Financial Services 106,877.0 $5.9M 1.89% NEW $55.00 +5.2%
15 XLI SELECT SECTOR SPDR TR 35,583.0 $5.5M 1.77% NEW $155.12 +16.8%
16 XLV SELECT SECTOR SPDR TR 35,500.0 $5.5M 1.76% NEW $154.80 +3.6%
17 NVDA NVIDIA CORPORATION Technology 27,177.0 $5.1M 1.63% NEW $186.50 +3.2%
18 EQAL INVESCO EXCH TRADED FD TR II 89,863.0 $4.7M 1.52% NEW $52.64 +12.3%
19 EMB ISHARES TR 37,640.0 $3.6M 1.16% NEW $96.28 +0.3%
20 BKLN INVESCO EXCH TRADED FD TR II 172,197.0 $3.6M 1.16% NEW $21.00 -3.3%
Page 1 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%