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CIK: 0001999353
Total reported value
$2.3B
$2.3B
464 檔
11.5%
In Q3 2024, Syon Capital LLC's U.S. equity holdings reached a combined market value of $2.3B, distributed across 464 disclosed stock positions.
During Q3 2024, Syon Capital LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPAB, IAGG, IEF) accounted for 11.5% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 464 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 8.12% | -0.26% | +2.56% | |
| 2 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 5.56% | -0.09% | +3.44% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.49% | — | +0.53% | |
| 4 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 3.30% | -0.16% | +0.06% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.97% | +0.01% | -0.81% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.82% | +0.15% | -4.30% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.82% | -0.17% | -4.33% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.30% | +0.13% | -4.66% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.26% | -0.10% | +8.15% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.22% | +0.17% | -5.28% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.87% | +0.01% | — | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 1.80% | -0.30% | -3.60% | |
| 13 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 1.78% | -0.11% | +1.72% | |
| 14 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 1.69% | +0.04% | — | |
| 15 | CLOI | Vaneck Clo ETF | ETF-Other | 1.58% | — | — | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.35% | -0.01% | -0.68% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.30% | +0.27% | +3.16% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.27% | -0.76% | |
| 19 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 1.11% | -0.05% | -0.33% | |
| 20 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.99% | — | +7.56% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | +0.10% | +1.14% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-Other | 0.86% | +0.01% | +1.14% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.83% | +0.11% | +1014.58% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.65% | EXIT | |
| 25 | EWD | Ishares Msci Sweden ETF | ETF-Other | 0.79% | +0.03% | -0.53% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.78% | -0.12% | -4.81% | |
| 27 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.75% | +0.02% | +6.70% | |
| 28 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.73% | — | -1.68% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.12% | +6.10% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | +0.08% | +0.57% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.05% | -1.25% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.26% | +0.37% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | -0.05% | +0.67% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.61% | -0.01% | -13.79% | |
| 35 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.57% | +0.01% | -3.55% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | +0.02% | -0.63% | |
| 37 | VDE | Vanguard Energy ETF | ETF-Other | 0.55% | -0.03% | +25.39% | |
| 38 | DOCU | Docusign Inc | Stock-Tech | 0.55% | -0.10% | — | |
| 39 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.53% | -0.03% | -2.33% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.05% | -2.07% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.33% | -4.01% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.48% | +0.01% | -13.24% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.10% | +3.48% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.03% | +3.92% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | +0.05% | +1.03% | |
| 46 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.44% | +0.04% | +1.36% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | +0.01% | -5.23% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.41% | -0.02% | +0.46% | |
| 49 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.40% | +0.05% | — | |
| 50 | VIS | Vanguard Industrials ETF | ETF-Other | 0.39% | +0.01% | +45.63% |
According to official SEC Form 13F filings, Syon Capital LLC reported a total U.S. public equity portfolio value of $2.3B across 464 disclosed positions in Q3 2024.
During Q3 2024, Syon Capital LLC's top holdings by market value included SPAB (8.1%)、IAGG (5.6%)、IEF (3.5%). The largest single position, SPAB, represented 8.1% of total portfolio value.
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In Q3 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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