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SYKON CAPITAL LLC — 13F Holdings & Portfolio

CIK 1988408 · latest 13F-HR filed 2026-08-12

Backtest portfolio

SYKON CAPITAL LLC manages $324.8M in 13F-reported U.S. long-equity assets across 112 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VXUS (6.64%), USFR (5.96%), VBIL (5.33%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 44 new positions and exited 20; 36 existing positions rose in reported value and 17 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$324.8M

Long-equity book

Holdings
112

Distinct positions

Period
2026-06-30

Filed 2026-08-12

Q/Q Activity
+44 / −20 / ↑36 / ↓17

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VXUS6.6% · -6%USFR6.0% · -32%VBIL5.3% · -31%XLK4.1% · +1315%IXUS3.9% · newSPY3.9% · +4198%IVV3.8% · newVOO3.2% · +6%SHYD3.0% · +3466%VEU2.4% · newDIA2.3% · -5%PCEF2.3% · newEFA2.3% · +2000%CWB2.3% · +158%PFF2.2% · newAGZD2.2% · +213%AAPL2.1% · -3%QQQM2.0% · newBAC1.9% · 0%ROE1.8% · newEQWL1.8% · newCLIP1.7% · +460%EMB1.5% · newRSPT1.5% · newBUFB1.5% · newNVDA1.5% · -0%XLF1.4% · +1460%HYD1.3% · newPVI1.3% · newZJUN1.2% · newXLY1.2% · +1560%XLI1.1% · +1422%FLRN1.1% · +289%IWM1.0% · newZMAY1.0% · newAMZN0.8% · -3%XMPT0.8% · newBKLN0.8% · newMSFT0.7% · +80%CRWD0.7% · -2%FEZ0.6% · +7%ITA0.6% · +15%META0.6% · -20%MZZ0.5% · newJPM0.5% · +1%GOOGL0.5% · +1%SPYM0.4% · -95%KRE0.4% · newSPXL0.3% · newNVS0.3% · 0%BALT0.3% · +23%UBER0.3% · -19%TFLO0.3% · -0%GOOG0.3% · -28%BILS0.3% · -26%FUTY0.3% · +7%JAJL0.2% · +2%APOC0.2% · +8%MEAR0.2% · +13%FREL0.2% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 42.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 14, 2026.

Assets Under Management
$350.1M
Discretionary
$349.4M
Employees
8
Accounts
663
Address
500 MAMARONECK AVE
SUITE 435
HARRISON, NY 10528
Phone
(914) 898-3694
Website
Name Title / Status Ownership Type
ACKERMAN, JULIE, ANNE ControlMANAGING MEMBER / CLIENT ENGAGEMENT
since Jun 2023
Less than 5%Individual
CASTIGLIE, JOSEPH, P ControlCCO AND COO
since Jan 2025
Less than 5%Individual
RUVITUSO, STEPHEN, MICHAEL ControlCEO / CHAIRMAN
since Jun 2023
75% or moreIndividual
STANKIEWICZ, TODD, ANDREW ControlPRESIDENT / CIO
since Jun 2023
10–25%Individual
Ownership & leadership changes · 5 filings with changes since May 2, 2023

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 24, 2026 filing
  • ChangedACKERMAN, JULIE, ANNE · title MANAGING PARTNER / CLIENT ENGAGEMENT → MANAGING MEMBER / CLIENT ENGAGEMENT
Jun 2, 2026 filing
  • No longer listedSIZEMORE, STACY, LEIGH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2026
  • ChangedCASTIGLIE, JOSEPH, P · title COO → CCO AND COO
Mar 30, 2026 filing
  • No longer listedPLUMMER, CHRISTOPHER, GEORGE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2025
  • Listed againSIZEMORE, STACY, LEIGH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 24, 2025 filing
  • No longer listedSIZEMORE, STACY, LEIGH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Apr 2023
  • AddedCASTIGLIE, JOSEPH, P · COO · Less than 5% · control person
  • AddedPLUMMER, CHRISTOPHER, GEORGE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Jun 2, 2023 filing
  • No longer listedSCHEPPS, MITCHELL, DAVID · OWNER · 75% or more · control person · listed since Apr 2023
  • AddedACKERMAN, JULIE, ANNE · MANAGING PARTNER / CLIENT ENGAGEMENT · Less than 5% · control person
  • AddedRUVITUSO, STEPHEN, MICHAEL · CEO / CHAIRMAN · 75% or more · control person
  • AddedSTANKIEWICZ, TODD, ANDREW · PRESIDENT / CIO · 10–25% · control person
May 2, 2023 filing (earliest on record)
  • ListedSCHEPPS, MITCHELL, DAVID · OWNER · 75% or more · control person
  • ListedSIZEMORE, STACY, LEIGH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

SYKON CAPITAL LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD STAR FDS VXUS 921909768 $21.6M 6.64% 252,242 SH
2 WISDOMTREE TR USFR 97717Y527 $19.4M 5.96% 384,381 SH
3 VANGUARD INSTL INDEX FD VBIL 922040845 $17.3M 5.33% 228,655 SH
4 SELECT SECTOR SPDR TR XLK 81369Y803 $13.4M 4.11% 70,121 SH
5 ISHARES TR IXUS 46432F834 $12.6M 3.89% 132,289 SH
6 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $12.6M 3.88% 16,891 SH
7 ISHARES TR IVV 464287200 $12.3M 3.80% 16,475 SH
8 VANGUARD INDEX FDS VOO 922908363 $10.3M 3.18% 15,061 SH
9 VANECK ETF TRUST SHYD 92189F387 $9.8M 3.02% 427,956 SH
10 VANGUARD INTL EQUITY INDEX F VEU 922042775 $7.7M 2.37% 91,905 SH
11 STATE STR SPDR DOW JONES IND DIA 78467X109 $7.6M 2.34% 14,563 SH
12 INVESCO EXCH TRADED FD TR II PCEF 46138E404 $7.5M 2.30% 367,770 SH
13 ISHARES TR EFA 464287465 $7.5M 2.30% 71,895 SH
14 SPDR SERIES TRUST CWB 78464A359 $7.4M 2.27% 68,474 SH
15 ISHARES TR PFF 464288687 $7.2M 2.23% 237,128 SH
16 WISDOMTREE TR AGZD 97717W380 $7.2M 2.22% 319,250 SH
17 APPLE INC AAPL 037833100 $6.8M 2.09% 23,439 SH
18 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $6.5M 2.01% 21,557 SH
19 BANK OF AMER CORP BAC 060505104 $6.1M 1.87% 106,877 SH
20 EA SERIES TRUST ROE 02072L433 $5.8M 1.80% 136,879 SH
21 INVESCO EXCHANGE TRADED FD T EQWL 46137V449 $5.8M 1.79% 44,950 SH
22 GLOBAL X FDS CLIP 37960A438 $5.6M 1.71% 55,364 SH
23 ISHARES TR EMB 464288281 $5.0M 1.55% 52,181 SH
24 INVESCO EXCHANGE TRADED FD T RSPT 46137V282 $5.0M 1.53% 76,957 SH
25 INNOVATOR ETFS TRUST BUFB 45783Y756 $4.9M 1.52% 125,550 SH
26 NVIDIA CORPORATION NVDA 67066G104 $4.9M 1.49% 24,257 SH
27 SELECT SECTOR SPDR TR XLF 81369Y605 $4.7M 1.45% 87,574 SH
28 VANECK ETF TRUST HYD 92189H409 $4.2M 1.29% 81,441 SH
29 INVESCO EXCH TRADED FD TR II PVI 46138G862 $4.1M 1.26% 164,824 SH
30 INNOVATOR ETFS TRUST ZJUN 45784N643 $4.0M 1.24% 146,979 SH
31 SELECT SECTOR SPDR TR XLY 81369Y407 $3.8M 1.17% 32,429 SH
32 SELECT SECTOR SPDR TR XLI 81369Y704 $3.5M 1.07% 18,842 SH
33 SPDR SERIES TRUST FLRN 78468R200 $3.4M 1.06% 111,473 SH
34 ISHARES TR IWM 464287655 $3.1M 0.97% 10,463 SH
35 INNOVATOR ETFS TRUST ZMAY 45784N650 $3.1M 0.96% 119,583 SH
36 AMAZON COM INC AMZN 023135106 $2.7M 0.85% 11,536 SH
37 VANECK ETF TRUST XMPT 92189F460 $2.7M 0.84% 121,420 SH
38 INVESCO EXCH TRADED FD TR II BKLN 46138G508 $2.6M 0.79% 126,445 SH
39 MICROSOFT CORP MSFT 594918104 $2.2M 0.66% 5,766 SH
40 CROWDSTRIKE HLDGS INC CRWD 22788C105 $2.1M 0.66% 2,796 SH
41 SPDR INDEX SHS FDS FEZ 78463X202 $2.1M 0.64% 30,225 SH
42 ISHARES TR ITA 464288760 $2.0M 0.63% 8,394 SH
43 META PLATFORMS INC META 30303M102 $1.8M 0.56% 3,258 SH
44 PROSHARES TR MZZ 74347G580 $1.6M 0.48% 273,717 SH
45 JPMORGAN CHASE & CO JPM 46625H100 $1.5M 0.46% 4,567 SH
46 ALPHABET INC GOOGL 02079K305 $1.5M 0.45% 4,105 SH
47 SPDR SERIES TRUST SPYM 78464A854 $1.4M 0.43% 15,744 SH
48 SPDR SERIES TRUST KRE 78464A698 $1.2M 0.37% 16,174 SH
49 DIREXION SHARES ETF TRUST SPXL 25459W862 $1.1M 0.33% 3,955 SH
50 NOVARTIS AG NVS 66987V109 $1.0M 0.31% 6,403 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $324.8M 112 0001988408-26-000005
2026-03-31 2026-04-22 $300.0M 88 0001988408-26-000002
2025-12-31 2026-02-12 $311.7M 118 0001988408-26-000001
Filer Information
Address
500 MAMARONECK AVE.
SUITE 435
HARRISON, NY 10528
Phone
(914) 898-3694
Filing Manager
SYKON CAPITAL LLC
HARRISON, NY
Signatory
Joseph Castiglie
CCO