Fund Universe

SYKON CAPITAL LLC

CIK 0001988408 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.008
AUM ($M)
325
Positions
112
Turnover
0.58
Top-10 wt
42%
Herfindahl
0.027
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 132 positions · portfolio value $325M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VXUS funds › VANGUARD STAR FDS TRIM 6.6% -0.3% 21.6 252,242 -16,194 4
USFR funds › WISDOMTREE TR TRIM 6.0% -3.5% 19.4 384,381 -177,381 4
VBIL funds › VANGUARD INSTL INDEX FD TRIM 5.3% -3.0% 17.3 228,655 -101,753 3
XLK funds › SELECT SECTOR SPDR TR ADD 4.1% +3.9% 13.4 70,121 +65,165 4
IXUS funds › ISHARES TR NEW 3.9% +3.9% 12.6 132,289 +132,289 1
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 3.9% +3.8% 12.6 16,891 +16,498 4
IVV funds › ISHARES TR NEW 3.8% +3.8% 12.3 16,475 +16,475 1
VOO funds › VANGUARD INDEX FDS ADD 3.2% +0.3% 10.3 15,061 +790 4
SHYD funds › VANECK ETF TRUST ADD 3.0% +2.9% 9.8 427,956 +415,956 3
VEU funds › VANGUARD INTL EQUITY INDEX F NEW 2.4% +2.4% 7.7 91,905 +91,905 1
DIA funds › STATE STR SPDR DOW JONES IND TRIM 2.3% -0.0% 7.6 14,563 -709 4
PCEF funds › INVESCO EXCH TRADED FD TR II NEW 2.3% +2.3% 7.5 367,770 +367,770 1
EFA funds › ISHARES TR ADD 2.3% +2.2% 7.5 71,895 +68,472 4
CWB funds › SPDR SERIES TRUST ADD 2.3% +1.5% 7.4 68,474 +41,911 4
PFF funds › ISHARES TR NEW 2.2% +2.2% 7.2 237,128 +237,128 1
AGZD funds › WISDOMTREE TR ADD 2.2% +1.5% 7.2 319,250 +217,170 4
AAPL funds › APPLE INC TRIM 2.1% +0.0% 6.8 23,439 -812 4
QQQM funds › INVESCO EXCH TRADED FD TR II NEW 2.0% +2.0% 6.5 21,557 +21,557 1
BAC funds › BANK OF AMER CORP HOLD 1.9% +0.1% 6.1 106,877 +0 4
ROE funds › EA SERIES TRUST NEW 1.8% +1.8% 5.8 136,879 +136,879 1
EQWL funds › INVESCO EXCHANGE TRADED FD T NEW 1.8% +1.8% 5.8 44,950 +44,950 1
CUSIP:37960A438 funds › GLOBAL X FDS ADD 1.7% +1.4% 5.6 55,364 +45,477 4
EMB funds › ISHARES TR NEW 1.5% +1.5% 5.0 52,181 +52,181 1
RSPT funds › INVESCO EXCHANGE TRADED FD T NEW 1.5% +1.5% 5.0 76,957 +76,957 1
BUFB funds › INNOVATOR ETFS TRUST NEW 1.5% +1.5% 4.9 125,550 +125,550 1
NVDA funds › NVIDIA CORPORATION TRIM 1.5% +0.1% 4.9 24,257 -55 4
XLF funds › SELECT SECTOR SPDR TR ADD 1.4% +1.4% 4.7 87,574 +81,960 4
HYD funds › VANECK ETF TRUST NEW 1.3% +1.3% 4.2 81,441 +81,441 1
PVI funds › INVESCO EXCH TRADED FD TR II NEW 1.3% +1.3% 4.1 164,824 +164,824 1
ZJUN funds › INNOVATOR ETFS TRUST NEW 1.2% +1.2% 4.0 146,979 +146,979 1
XLY funds › SELECT SECTOR SPDR TR ADD 1.2% +1.1% 3.8 32,429 +30,475 4
XLI funds › SELECT SECTOR SPDR TR ADD 1.1% +1.0% 3.5 18,842 +17,604 4
FLRN funds › SPDR SERIES TRUST ADD 1.1% +0.8% 3.4 111,473 +82,812 4
IWM funds › ISHARES TR NEW 1.0% +1.0% 3.1 10,463 +10,463 1
ZMAY funds › INNOVATOR ETFS TRUST NEW 1.0% +1.0% 3.1 119,583 +119,583 1
AMZN funds › AMAZON COM INC TRIM 0.8% +0.0% 2.7 11,536 -352 4
XMPT funds › VANECK ETF TRUST NEW 0.8% +0.8% 2.7 121,420 +121,420 1
BKLN funds › INVESCO EXCH TRADED FD TR II NEW 0.8% +0.8% 2.6 126,445 +126,445 1
MSFT funds › MICROSOFT CORP ADD 0.7% +0.3% 2.2 5,766 +2,566 4
CRWD funds › CROWDSTRIKE HLDGS INC TRIM 0.7% +0.3% 2.1 2,796 -50 4
FEZ funds › SPDR INDEX SHS FDS ADD 0.6% +0.1% 2.1 30,225 +1,905 4
ITA funds › ISHARES TR ADD 0.6% +0.1% 2.0 8,394 +1,070 4
META funds › META PLATFORMS INC TRIM 0.6% -0.2% 1.8 3,258 -831 4
MZZ funds › PROSHARES TR NEW 0.5% +0.5% 1.6 273,717 +273,717 1
JPM funds › JPMORGAN CHASE & CO ADD 0.5% +0.0% 1.5 4,567 +47 4
GOOGL funds › ALPHABET INC ADD 0.5% +0.1% 1.5 4,105 +40 4
SPYM funds › SPDR SERIES TRUST TRIM 0.4% -8.0% 1.4 15,744 -313,745 4
KRE funds › SPDR SERIES TRUST NEW 0.4% +0.4% 1.2 16,174 +16,174 1
SPXL funds › DIREXION SHARES ETF TRUST NEW 0.3% +0.3% 1.1 3,955 +3,955 1
NVS funds › NOVARTIS AG HOLD 0.3% -0.0% 1.0 6,403 +0 4
BALT funds › INNOVATOR ETFS TRUST ADD 0.3% +0.0% 1.0 28,337 +5,366 4
UBER funds › UBER TECHNOLOGIES INC TRIM 0.3% -0.1% 0.9 13,033 -3,142 4
TFLO funds › ISHARES TR TRIM 0.3% -0.0% 0.9 18,167 -22 4
GOOG funds › ALPHABET INC TRIM 0.3% -0.1% 0.9 2,543 -1,000 4
BILS funds › SPDR SERIES TRUST TRIM 0.3% -0.1% 0.9 9,036 -3,132 4
FUTY funds › FIDELITY COVINGTON TRUST ADD 0.3% -0.0% 0.8 14,181 +971 2
JAJL funds › INNOVATOR ETFS TRUST ADD 0.3% -0.0% 0.8 27,160 +437 4
APOC funds › INNOVATOR ETFS TRUST ADD 0.2% +0.0% 0.8 29,586 +2,107 4
MEAR funds › ISHARES U S ETF TR ADD 0.2% +0.0% 0.7 14,501 +1,704 4
FREL funds › FIDELITY COVINGTON TRUST NEW 0.2% +0.2% 0.7 23,790 +23,790 1
BDX funds › BECTON DICKINSON & CO HOLD 0.2% -0.0% 0.7 4,502 +0 4
QQQ funds › INVESCO QQQ TR TRIM 0.2% -1.1% 0.7 887 -5,660 4
TFJL funds › INNOVATOR ETFS TRUST ADD 0.2% -0.0% 0.7 33,281 +88 4
SETH funds › PROSHARES TR ADD 0.2% +0.0% 0.6 10,768 +1,300 2
EQAL funds › INVESCO EXCH TRADED FD TR II TRIM 0.2% -1.5% 0.6 9,468 -82,264 4
NOBL funds › PROSHARES TR NEW 0.2% +0.2% 0.6 9,894 +9,894 1
VGT funds › VANGUARD WORLD FD ADD 0.2% +0.0% 0.5 4,480 +3,955 4
IBKR funds › INTERACTIVE BROKERS GROUP IN NEW 0.2% +0.2% 0.5 6,042 +6,042 1
OCFC funds › OCEANFIRST FINL CORP HOLD 0.2% -0.0% 0.5 25,521 +0 4
AIO funds › VIRTUS ARTIFICIAL INTELLIGEN HOLD 0.2% +0.0% 0.5 17,606 +0 4
CVX funds › CHEVRON CORPORATION ADD 0.1% -0.0% 0.4 2,677 +6 4
MLPA funds › GLOBAL X FDS ADD 0.1% -0.0% 0.4 8,331 +120 4
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW 0.1% +0.1% 0.4 895 +895 1
DGRW funds › WISDOMTREE TR NEW 0.1% +0.1% 0.4 4,291 +4,291 1
VTHR funds › VANGUARD SCOTTSDALE FDS HOLD 0.1% +0.0% 0.4 1,191 +0 4
PAAA funds › PGIM ETF TR NEW 0.1% +0.1% 0.4 7,416 +7,416 1
ED funds › CONSOLIDATED EDISON INC HOLD 0.1% -0.0% 0.4 3,320 +0 4
AGG funds › ISHARES TR ADD 0.1% -0.0% 0.4 3,688 +3 4
PTLC funds › PACER FDS TR NEW 0.1% +0.1% 0.4 6,193 +6,193 1
RCL funds › ROYAL CARIBBEAN GROUP HOLD 0.1% +0.0% 0.3 1,063 +0 4
PFE funds › PFIZER INC HOLD 0.1% -0.0% 0.3 14,014 +0 4
NMZ funds › NUVEEN MUN HIGH INCOME OPPOR NEW 0.1% +0.1% 0.3 30,271 +30,271 1
TSLA funds › TESLA INC TRIM 0.1% +0.0% 0.3 687 -6 4
HOOD funds › ROBINHOOD MKTS INC NEW 0.1% +0.1% 0.3 2,824 +2,824 1
JMST funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% +0.0% 0.3 5,500 +1,000 3
TIP funds › ISHARES TR NEW 0.1% +0.1% 0.3 2,550 +2,550 1
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.1% +0.0% 0.3 550 +50 4
HDV funds › ISHARES TR TRIM 0.1% -4.6% 0.3 10,013 -94,475 4
RUNN funds › STRATEGIC TRUST TRIM 0.1% -0.6% 0.3 8,424 -58,162 4
FDL funds › FIRST TR EXCHANGE-TRADED FD ADD 0.1% -0.0% 0.3 5,443 +148 4
CUSIP:45784N742 funds › INNOVATOR ETFS TRUST TRIM 0.1% -0.0% 0.3 9,100 -1,500 2
GMOM funds › CAMBRIA ETF TR NEW 0.1% +0.1% 0.3 7,156 +7,156 1
STIP funds › ISHARES TR NEW 0.1% +0.1% 0.2 2,404 +2,404 1
MCD funds › MCDONALDS CORP HOLD 0.1% -0.0% 0.2 908 +0 4
VNLA funds › JANUS DETROIT STR TR HOLD 0.1% -0.0% 0.2 5,000 +0 4
CHD funds › CHURCH & DWIGHT CO INC HOLD 0.1% -0.0% 0.2 2,500 +0 4
WAT funds › WATERS CORP NEW 0.1% +0.1% 0.2 609 +609 1
IBM funds › INTERNATIONAL BUSINESS MACHS NEW 0.1% +0.1% 0.2 800 +800 1
PTIN funds › PACER FDS TR NEW 0.1% +0.1% 0.2 6,122 +6,122 1
TACK funds › CAPITOL SER TR NEW 0.1% +0.1% 0.2 6,984 +6,984 1
ACWX funds › ISHARES TR NEW 0.1% +0.1% 0.2 2,860 +2,860 1
SCHB funds › SCHWAB STRATEGIC TR NEW 0.1% +0.1% 0.2 7,484 +7,484 1
ZDEK funds › INNOVATOR ETFS TRUST TRIM 0.1% -0.0% 0.2 8,140 -2,250 3
SHYG funds › ISHARES TR NEW 0.1% +0.1% 0.2 5,050 +5,050 1
LVHD funds › LEGG MASON ETF INVT ADD 0.1% -0.0% 0.2 4,814 +24 4
SRET funds › GLOBAL X FDS NEW 0.1% +0.1% 0.2 9,206 +9,206 1
WMB funds › WILLIAMS COS INC NEW 0.1% +0.1% 0.2 2,802 +2,802 1
CUSIP:30231G102 funds › EXXON MOBIL CORP NEW 0.1% +0.1% 0.2 1,513 +1,513 1
INTC funds › INTEL CORP NEW 0.1% +0.1% 0.2 1,437 +1,437 1
CATX funds › PERSPECTIVE THERAPEUTICS INC HOLD 0.0% -0.0% 0.1 37,932 +0 4
NDMO funds › NUVEEN DYNAMIC MUN OPPORTUNI HOLD 0.0% -0.0% 0.1 11,250 +0 4
CUSIP:01626W101 funds › ALIGHT INC HOLD 0.0% -0.0% 0.0 34,482 +0 2
RSPM funds › INVESCO EXCHANGE TRADED FD T EXIT 0.0% -0.5% 0.0 0 -38,423 0
DDFD funds › INNOVATOR ETFS TRUST EXIT 0.0% -1.2% 0.0 0 -197,122 0
BITI funds › PROSHARES TR EXIT 0.0% -0.2% 0.0 0 -18,563 0
XLE funds › SELECT SECTOR SPDR TR EXIT 0.0% -0.3% 0.0 0 -15,668 0
CUSIP:46137V290 funds › INVESCO EXCHANGE TRADED FD T EXIT 0.0% -0.5% 0.0 0 -43,109 0
CMBS funds › ISHARES TR EXIT 0.0% -1.2% 0.0 0 -72,009 0
FVD funds › FIRST TR EXCHANGE-TRADED FD EXIT 0.0% -0.1% 0.0 0 -8,692 0
SPLV funds › INVESCO EXCH TRADED FD TR II EXIT 0.0% -4.0% 0.0 0 -162,048 0
RSPG funds › INVESCO EXCHANGE TRADED FD T EXIT 0.0% -0.6% 0.0 0 -15,271 0
BIL funds › SPDR SERIES TRUST EXIT 0.0% -8.8% 0.0 0 -288,427 0
SHM funds › SPDR SERIES TRUST EXIT 0.0% -0.7% 0.0 0 -45,141 0
RSPN funds › INVESCO EXCHANGE TRADED FD T EXIT 0.0% -0.5% 0.0 0 -24,150 0
ZFEB funds › INNOVATOR ETFS TRUST EXIT 0.0% -0.2% 0.0 0 -23,355 0
SPHQ funds › INVESCO EXCHANGE TRADED FD T EXIT 0.0% -3.6% 0.0 0 -142,099 0
RSPU funds › INVESCO EXCHANGE TRADED FD T EXIT 0.0% -0.5% 0.0 0 -16,839 0
CUSIP:316092824 funds › FIDELITY COVINGTON TRUST EXIT 0.0% -4.0% 0.0 0 -183,619 0
RSP funds › INVESCO EXCHANGE TRADED FD T EXIT 0.0% -7.6% 0.0 0 -119,536 0
ZNOV funds › INNOVATOR ETFS TRUST EXIT 0.0% -0.2% 0.0 0 -17,813 0
RSPS funds › INVESCO EXCHANGE TRADED FD T EXIT 0.0% -0.5% 0.0 0 -46,943 0
CUSIP:67069Y102 funds › NUVEEN NEW JERSEY EXIT 0.0% -0.1% 0.0 0 -25,000 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 325 112 0.58 42% 0.027 0.008 in
2026Q1 300 88 0.49 66% 0.052 0.050 in
2025Q4 312 118 0.27 42% 0.027 0.090 in
2025Q3 300 101 0.29 43% 0.028 0.082 entered
2025Q2 274 84 0.63 47% 0.032 0.000 out
2025Q1 263 63 0.00 64% 0.053 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status