SYKON CAPITAL LLC

CIK

1988408

Location

HARRISON, NY

Portfolio Value

Micro $42,786,490

Diversification

Diversified

Filing Date

Global Rank

#7,042 / 8,605 ▼ 395 · as of Mar 2026

Top Industry

Banks - Diversified 20.6%

3Y Alpha vs SPY

+2.0%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

12 quarters · since Jun 2023

Clone Performance

Aug 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+80.7%

SPY

+72.8%

Annualised alpha

+1.9%

Max drawdown

−22.8%

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, 2025

Top Position

16.5%

−2.9 pts

Top 5

61.8%

−5.5 pts

Top 10

81.7%

−3.5 pts

HHI

918

Diversified−193

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.4%	$13,422,313	6
Unclassified	26.0%	$11,108,217	3
Financial Services	18.8%	$8,040,060	7
Communication Services	8.2%	$3,508,370	2
Consumer Cyclical	7.7%	$3,308,248	4
Healthcare	5.2%	$2,237,596	4
Energy	1.3%	$552,629	1
Utilities	0.9%	$375,757	1
Consumer Defensive	0.5%	$233,300	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added 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
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	$277,776
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	$401,853
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
VLY	Valley National Bancorp	50,000	$584,000
BE	Bloom Energy Corp	6,115	$531,332
IBM	International Business Machines Corp	700	$207,347
PRPH	ProPhase Labs, Inc.	64,478	$29,015
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

29 positions · $42,786,490 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	15,272	-10,448	$7,073,837	−42.8%	16.53%
AAPL	Apple Inc. Technology	Reduced	24,251	-3,035	$6,154,661	−17.0%	14.38%
BAC	Bank Of America Corp /De/ Financial Services	Held	106,877	0	$5,210,253	−11.4%	12.18%
NVDA	Nvidia Corp Technology	Reduced	24,312	-2,865	$4,240,012	−16.3%	9.91%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,547	-13,117	$3,778,797	−68.7%	8.83%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	11,888	-2,545	$2,475,913	−25.7%	5.79%
META	Meta Platforms, Inc. Communication Services	Reduced	4,089	-442	$2,339,439	−21.8%	5.47%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,520	-3	$1,329,603	−8.8%	3.11%
MSFT	Microsoft Corp Technology	Reduced	3,200	-328	$1,184,544	−30.6%	2.77%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,065	-486	$1,168,931	−17.9%	2.73%
UBER	Uber Technologies, Inc Technology	Reduced	16,175	-5,904	$1,163,467	−35.5%	2.72%
NVS	Novartis AG Healthcare	Held	6,403	0	$978,058	+10.8%	2.29%
BDX	Becton Dickinson & Co Healthcare	Reduced	4,502	-381	$707,849	−5.0%	1.65%
CVX	Chevron Corp Energy	Held	2,671	0	$552,629	+35.8%	1.29%
OCFC	Oceanfirst Financial Corp Financial Services	Held	25,521	0	$460,398	+0.5%	1.08%
ALIT	Alight, Inc. / Delaware Technology	NEW	34,482	NEW	$401,853	NEW	0.94%
PFE	Pfizer Inc Healthcare	Held	14,014	0	$393,513	+12.8%	0.92%
AIO	Virtus Artificial Intelligence & Technology Opportunities Fund Financial Services	Reduced	17,606	-16,300	$376,944	−48.9%	0.88%
ED	Consolidated Edison Inc Utilities	Held	3,320	0	$375,757	+14.0%	0.88%
NXJ	NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND Financial Services	Held	25,000	0	$307,500	−2.7%	0.72%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Held	1,063	0	$292,516	−1.3%	0.68%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	908	-29	$282,197	−1.5%	0.66%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	2,846	-482	$277,776	−28.8%	0.65%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	693	-52	$257,622	−23.1%	0.60%
SPY	Spdr S&P 500 ETF Trust	Added	393	+2	$255,583	−4.1%	0.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	500	-352	$239,600	−44.1%	0.56%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Held	2,500	0	$233,300	+11.3%	0.55%
CATX	Perspective Therapeutics, Inc. Healthcare	Held	37,932	0	$158,176	+51.6%	0.37%
NDMO	Nuveen Dynamic Municipal Opportunities Fund Financial Services	Held	11,250	0	$115,762	+2.1%	0.27%