SYKON CAPITAL LLC
Clone Performance
Aug 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.
Portfolio Concentration
29 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.1% | $13,873,882 |
| Unclassified | 25.7% | $11,108,217 |
| Financial Services | 18.6% | $8,040,060 |
| Communication Services | 8.1% | $3,508,370 |
| Consumer Cyclical | 7.7% | $3,308,248 |
| Healthcare | 5.2% | $2,237,596 |
| Energy | 1.3% | $552,629 |
| Utilities | 0.9% | $375,757 |
| Consumer Defensive | 0.5% | $233,300 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +2 | 393 | $255,583 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AIO | Virtus Artificial Intelligence & Technology Opportunities Fund | −16,300 | 17,606 | $376,944 | |
| QQQ | Invesco Qqq Trust, Series 1 | −13,117 | 6,547 | $3,778,797 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | −10,448 | 15,272 | $7,073,837 | |
| UBER | Uber Technologies, Inc | −5,904 | 16,175 | $1,163,467 | |
| AAPL | Apple Inc. | −3,035 | 24,251 | $6,154,661 | |
| NVDA | Nvidia Corp | −2,865 | 24,312 | $4,240,012 | |
| AMZN | Amazon Com Inc | −2,545 | 11,888 | $2,475,913 | |
| GOOGL | Alphabet Inc. | −486 | 4,065 | $1,168,931 | |
| CRWD | CrowdStrike Holdings, Inc. | −482 | 2,846 | $1,111,106 | |
| META | Meta Platforms, Inc. | −442 | 4,089 | $2,339,439 | |
| BDX | Becton Dickinson & Co | −381 | 4,502 | $707,849 | |
| BRK-B | Berkshire Hathaway Inc | −352 | 500 | $239,600 | |
| MSFT | Microsoft Corp | −328 | 3,200 | $1,184,544 | |
| TSLA | Tesla, Inc. | −52 | 693 | $257,622 | |
| MCD | Mcdonalds Corp | −29 | 908 | $282,197 | |
| JPM | Jpmorgan Chase & Co | −3 | 4,520 | $1,329,603 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ALIT | Alight, Inc. / Delaware | 34,482 | $20,092 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 15,272 | $7,073,837 | 16.36% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 24,251 | $6,154,661 | 14.23% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 106,877 | $5,210,253 | 12.05% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 24,312 | $4,240,012 | 9.81% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 6,547 | $3,778,797 | 8.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 11,888 | $2,475,913 | 5.73% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 4,089 | $2,339,439 | 5.41% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 4,520 | $1,329,603 | 3.08% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,200 | $1,184,544 | 2.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 4,065 | $1,168,931 | 2.70% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 16,175 | $1,163,467 | 2.69% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 2,846 | $1,111,106 | 2.57% | |
| NVS |
Novartis AG
Healthcare
|
Held | 6,403 | $978,058 | 2.26% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Reduced | 4,502 | $707,849 | 1.64% | |
| CVX |
Chevron Corp
Energy
|
Held | 2,671 | $552,629 | 1.28% | |
| OCFC |
Oceanfirst Financial Corp
Financial Services
|
Held | 25,521 | $460,398 | 1.06% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 14,014 | $393,513 | 0.91% | |
| AIO |
Virtus Artificial Intelligence & Technology Opportunities Fund
Financial Services
|
Reduced | 17,606 | $376,944 | 0.87% | |
| ED |
Consolidated Edison Inc
Utilities
|
Held | 3,320 | $375,757 | 0.87% | |
| NXJ |
NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND
Financial Services
|
Held | 25,000 | $307,500 | 0.71% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
Held | 1,063 | $292,516 | 0.68% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 908 | $282,197 | 0.65% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 693 | $257,622 | 0.60% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 393 | $255,583 | 0.59% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 500 | $239,600 | 0.55% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Held | 2,500 | $233,300 | 0.54% | |
| CATX |
Perspective Therapeutics, Inc.
Healthcare
|
Held | 37,932 | $158,176 | 0.37% | |
| NDMO |
Nuveen Dynamic Municipal Opportunities Fund
Financial Services
|
Held | 11,250 | $115,762 | 0.27% | |
| ALIT |
Alight, Inc. / Delaware
Technology
|
NEW | 34,482 | $20,092 | 0.05% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.