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CIK: 0001988408
Total reported value
$324.8M
$324.8M
64 檔
38.4%
During the Q4 2024 filing period, Sykon Capital LLC (CIK: 0001988408) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $324.8M across 64 reported positions.
In Q4 2024, Sykon Capital LLC adopted a defensive or profit-taking posture, trimming 15 positions and completely liquidating 40 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 11.74% | -8.81% | EXIT | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 10.74% | -3.46% | +438.94% | |
| 3 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 9.16% | +1.38% | — | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 7.01% | +3.89% | — | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.34% | -7.65% | EXIT | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.24% | -0.02% | -2.06% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.14% | -1.06% | +82.10% | |
| 8 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 4.08% | — | +5593.13% | |
| 9 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 4.01% | — | — | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 3.03% | +1.36% | +2.59% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.28% | +1.10% | -4.67% | |
| 12 | PSMO | Pacer Swan Sos Mod Oct ETF | ETF-Other | 2.17% | — | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.13% | +0.04% | +0.65% | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.94% | — | -10.81% | |
| 15 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.94% | +0.77% | -32.13% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 1.90% | +1.00% | +4.00% | |
| 17 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 1.88% | -1.51% | — | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.61% | +0.13% | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | +0.08% | -5.33% | |
| 20 | PCEF | Invesco Cef Income Composite | ETF-Other | 1.35% | +2.30% | NEW | |
| 21 | AGZD | Wisdomtree Trust Wisdomtree | ETF-Other | 1.33% | +1.45% | +121.24% | |
| 22 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.33% | +1.46% | +31.39% | |
| 23 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.33% | +0.79% | NEW | |
| 24 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.32% | — | +38.55% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.26% | — | +4.61% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | +0.02% | +1.27% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 1.03% | — | — | |
| 28 | MLPA | Global X Mlp ETF | ETF-Other | 0.97% | -0.01% | +2.27% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | -0.22% | -1.11% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.90% | — | -5.33% | |
| 31 | CMBS | Ishares Cmbs ETF | ETF-Other | 0.90% | -1.17% | EXIT | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.54% | — | +4.34% | |
| 33 | UBER | Uber Technologies Inc | Stock-Industrials | 0.52% | -0.10% | +0.48% | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.47% | +0.29% | +3.19% | |
| 35 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.36% | +0.01% | -37.47% | |
| 36 | AIO | Virtus Artific Intel & Tech | Stock-Other | 0.35% | +0.02% | -2.07% | |
| 37 | OCFC | Oceanfirst Financial CORP | Stock-Other | 0.32% | — | — | |
| 38 | FVD | First Trust Value Line Dvd | ETF-Other | 0.32% | -0.14% | EXIT | |
| 39 | IBIC | Ishares Ibonds Oct 2026 Tt | ETF-Other | 0.30% | — | — | |
| 40 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.28% | -0.12% | +86.60% | |
| 41 | FDRR | Fidelity Div ETF Rise Rates | ETF-Other | 0.24% | — | — | |
| 42 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.23% | +0.08% | NEW | |
| 43 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.22% | — | -84.30% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.21% | +0.13% | NEW | |
| 45 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.17% | — | — | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | — | -1.67% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | +0.27% | +15.40% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | +0.02% | +11.79% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.12% | -0.01% | +24.39% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.11% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +10.8% | +1153.98% | Add |
| 2 | CLIP | Global X 1-3 Month T-bill | +9.2% | NEW | New buy |
| 3 | USFR | Wisdomtree Floating Rate Tre | +8.7% | +438.94% | Add |
| 4 | XLK | Ss Technology Select Sector | +7% | NEW | New buy |
| 5 | RSP | Invesco S&p 500 Equal Weight | +4.3% | NEW | New buy |
| 6 | LGLV | Spdr US Lc Low Vol Idx | +4% | NEW | New buy |
| 7 | GBIL | Goldman Sachs Access Treasur | +4% | +5593.13% | Add |
| 8 | PSMO | Pacer Swan Sos Mod Oct ETF | +2.2% | NEW | New buy |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +1.9% | +82.10% | Add |
| 10 | EQAL | Invesco Russell 1000 Equal W | +1.9% | NEW | New buy |
| 11 | VB | Vanguard Small-cap ETF | +1% | NEW | New buy |
| 12 | AGZD | Wisdomtree Trust Wisdomtree | +0.7% | +121.24% | Add |
| 13 | BKLN | Invesco Senior Loan ETF | +0.7% | +106.57% | Add |
| 14 | PCEF | Invesco Cef Income Composite | +0.4% | +41.91% | Add |
| 15 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.3% | +38.55% | Add |
| 16 | CWB | Ss Spdr Bb Conv Sec ETF | +0.3% | +31.39% | Add |
| 17 | IBIC | Ishares Ibonds Oct 2026 Tt | +0.3% | NEW | New buy |
| 18 | FDRR | Fidelity Div ETF Rise Rates | +0.2% | NEW | New buy |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | NEW | New buy |
| 20 | FVD | First Trust Value Line Dvd | +0.2% | +232.67% | Add |
| 21 | XLF | Ss Financial Select Sector | +0.2% | +2.59% | Add |
| 22 | VNLA | Janus Henderson Short Durati | +0.2% | NEW | New buy |
| 23 | AMZN | Amazon.com Inc | +0.2% | +1.27% | Add |
| 24 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.1% | +86.60% | Add |
| 25 | BAC | Bank Of America CORP | +0.1% | — | Unchanged |
| 26 | AAPL | Apple Inc | +0.1% | +0.65% | Add |
| 27 | XLY | Ss Consumer Disc Select Sect | +0.1% | -4.67% | Trim |
| 28 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +3.19% | Add |
| 29 | TSLA | Tesla Inc | +0.1% | -1.67% | Trim |
| 30 | NVDA | Nvidia CORP | 0% | -5.33% | Trim |
| 31 | MLPA | Global X Mlp ETF | 0% | +2.27% | Add |
| 32 | JPM | Jpmorgan Chase & Co | 0% | +11.79% | Add |
| 33 | AIO | Virtus Artific Intel & Tech | 0% | -2.07% | Trim |
| 34 | VTHR | Vanguard Russell 3000 | 0% | +24.72% | Add |
| 35 | AGG | Ishares Core U.s. Aggregate | 0% | +24.39% | Add |
| 36 | MSFT | Microsoft CORP | 0% | +15.40% | Add |
| 37 | KLXE | Klx Energy Services Holding | 0% | +27.03% | Add |
| 38 | VGT | Vanguard Info Tech ETF | — | — | Unchanged |
| 39 | NDMO | Nuveen Dynamic Municipal Opp | — | — | Unchanged |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 41 | GOOGL | Alphabet Inc-cl A | — | -10.75% | Trim |
| 42 | CHD | Church & Dwight Co Inc | — | — | Unchanged |
| 43 | META | Meta Platforms Inc-class A | 0% | -1.11% | Trim |
| 44 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 45 | OCFC | Oceanfirst Financial CORP | 0% | — | Unchanged |
| 46 | ✓ | Prophase Labs Inc | 0% | — | Unchanged |
| 47 | CVX | Chevron CORP | 0% | -5.88% | Trim |
| 48 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 49 | DGRW | Wisdomtree U.s. Quality Divi | 0% | +4.00% | Add |
| 50 | XLI | Ss Industrial Select Sector | 0% | +4.00% | Add |
According to official SEC Form 13F filings, Sykon Capital LLC reported a total U.S. public equity portfolio value of $324.8M across 64 disclosed positions in Q4 2024.
During Q4 2024, Sykon Capital LLC's top holdings by market value included BIL (11.7%)、USFR (10.7%)、CLIP (9.2%). The largest single position, BIL, represented 11.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIL, USFR, CLIP) accounted for 38.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
CLIP
市值: $26.6M
Top Position Liquidated / Trimmed
USMV
前期市值: $27.4M
In Q4 2024, Sykon Capital LLC made 92 total portfolio adjustments, initiating 11 new buys, adding to 26 positions, trimming 15 holdings, and fully liquidating 40 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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