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CIK: 0001999353
Total reported value
$2.3B
$2.3B
447 檔
12.0%
According to the latest 13F quarterly dataset, Syon Capital LLC managed an equity portfolio of $2.3B at the end of Q2 2024, spanning 447 distinct U.S. exchange-listed positions.
During Q2 2024, Syon Capital LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 447 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 7.90% | -0.26% | -1.45% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 5.43% | — | +1.68% | |
| 3 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 5.38% | -0.09% | +0.82% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.44% | — | -0.56% | |
| 5 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 3.19% | -0.16% | -1.22% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.18% | -0.17% | +2.99% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.90% | +0.01% | +6.36% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.77% | +0.15% | +2.59% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.56% | +0.13% | +923.30% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.32% | +0.17% | -0.99% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.08% | -0.10% | +16.70% | |
| 12 | CQQQ | Invesco China Technology ETF | ETF-Tech | 1.80% | — | -3.63% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.72% | -0.30% | -1.03% | |
| 14 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 1.50% | -0.11% | +0.08% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.30% | -0.01% | -0.62% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.26% | +0.27% | -0.85% | |
| 17 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 1.08% | -0.05% | +1.73% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.04% | -0.27% | +0.67% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.93% | +0.10% | -0.13% | |
| 20 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.90% | — | +12.88% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-Other | 0.84% | +0.01% | -0.19% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.65% | EXIT | |
| 23 | EWD | Ishares Msci Sweden ETF | ETF-Other | 0.77% | +0.03% | +1.02% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.75% | -0.12% | +0.13% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.12% | +4.57% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.26% | +4.29% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.11% | -3.74% | |
| 28 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.72% | — | +1.62% | |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.69% | +0.02% | +15.96% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.69% | -0.01% | +0.84% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.65% | +0.08% | +7.40% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.05% | +1.56% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.59% | -0.05% | -16.51% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.33% | +1.35% | |
| 35 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.57% | +0.01% | -0.47% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.57% | +0.01% | -1.64% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | +0.02% | +1.80% | |
| 38 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.53% | -0.03% | +1.28% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.05% | +2.26% | |
| 40 | DOCU | Docusign Inc | Stock-Tech | 0.49% | -0.10% | — | |
| 41 | VDE | Vanguard Energy ETF | ETF-Other | 0.47% | -0.03% | -2.07% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.03% | +2.82% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | +0.05% | +1.72% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | +0.01% | +3.96% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | — | +2.66% | |
| 46 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.41% | -0.01% | -0.79% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.10% | +2.92% | |
| 48 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.39% | +0.04% | +1.63% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | — | — | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.37% | — | +0.88% |
According to official SEC Form 13F filings, Syon Capital LLC reported a total U.S. public equity portfolio value of $2.3B across 447 disclosed positions in Q2 2024.
During Q2 2024, Syon Capital LLC's top holdings by market value included SPAB (7.9%)、SHY (5.4%)、IAGG (5.4%). The largest single position, SPAB, represented 7.9% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including SPAB, SHY, IAGG) accounted for 12.0% of total reported equity market value during Q2 2024.
In Q2 2024, Syon Capital LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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