SYKON CAPITAL LLC
Filing Date
Global Rank
#6,663
/ 8,232
▼ 274
Top Industry
Banks - Diversified
20.4%
3Y Alpha vs SPY
+1.3%
Period ended 2 months ago
Filed Apr 22, 2026 · 52d
12 quarters · since Jun 2023
Clone Performance
Aug 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+77.2%
SPY
+71.4%
Annualised alpha
+1.4%
Max drawdown
−22.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
29 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.4%
−2.8 pts
Top 5
61.2%
−5.0 pts
Top 10
80.8%
−3.0 pts
HHI
904
Diversified−174
Portfolio Trend
12 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.1% | $13,873,893 |
| 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
1 positions
| 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
16 positions
| 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
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ALIT | Alight, Inc. / Delaware | 34,482 | $20,103 | |
| No positions match the current search. | ||||
29 positions ·
$43,238,070 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
Utilities
| 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 | $20,103 | 0.05% |