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SYON CAPITAL LLC

Q2 2025 · Filed 2025-08-14
Market Value
$1.5B
+22.9%
Holdings
778
+119
New Purchases
205
Added To
326
Closed
66
Reduced
176
Top 10 Concentration
29.7%
Turnover
34.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DASH 4.19% 0.00% +4.19% $63M
META 3.48% 1.58% +1.90% $52M
AGZ 1.37% 0.00% +1.37% $21M
SQ 2.00% 1.00% +0.99% $30M
IBIT 0.82% 0.00% +0.82% $12M
NVDA 2.83% 2.10% +0.73% $43M
EVR 0.57% 0.03% +0.54% $9M
MSFT 3.05% 2.59% +0.47% $46M
IJH 0.41% 0.00% +0.41% $6M
IAGG 1.74% 1.38% +0.36% $26M
RBLX 0.33% 0.00% +0.33% $5M
AVGO 1.16% 0.83% +0.33% $17M
GOOGL 1.37% 1.05% +0.32% $21M
XONE 0.26% 0.00% +0.26% $4M
TSLA 0.41% 0.24% +0.17% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CMF 4.47% 6.19% -1.72% $67M
PCY 1.72% 3.02% -1.30% $26M
TLH 0.00% 1.27% -1.27% $0
HODL 0.16% 1.12% -0.97% $2M
CLOI 2.79% 3.68% -0.89% $42M
IEF 0.02% 0.81% -0.79% $242K
AAPL 2.45% 3.17% -0.72% $37M
SPAB 2.24% 2.77% -0.53% $34M
IJR 0.17% 0.68% -0.51% $3M
IVV 2.13% 2.64% -0.51% $32M
XLV 0.27% 0.69% -0.43% $4M
UNH 0.19% 0.61% -0.42% $3M
GDX 1.15% 1.51% -0.36% $17M
IAU 1.34% 1.69% -0.35% $20M
IGIB 1.35% 1.69% -0.33% $20M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 73 $467M 31.1%
Large Cap 511 $660M 43.9%
Mid Cap 136 $222M 14.8%
Small Cap 53 $153M 10.2%
Micro Cap 5 $971K 0.1%

Portfolio Analytics

Avg Market Cap
$115.9B
Median Market Cap
$30.4B
Avg P/E
31.2
Median P/E
22.8
Avg Dividend Yield
0.03%
Avg Beta
0.94
# Stocks
695
# ETFs / Funds
83

Top Holdings (778 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CMF 4.47% 1,205,909 $67M $55.74 -$9M -140,364 -10.4%
2 DASH 4.19% 255,347 $63M $246.51 +255,347 NEW
3 META 3.48% 70,801 $52M $738.09 $33M +37,247 +111.0%
4 MSFT 3.05% 92,295 $46M $497.41 $14M +8,010 +9.5%
5 NVDA 2.83% 269,390 $43M $157.99 $17M +31,973 +13.5%
6 CLOI 2.79% 791,212 $42M $52.95 -$3M -60,699 -7.1%
7 AAPL 2.45% 179,476 $37M $205.17 -$2M +4,731 +2.7%
8 SPAB 2.24% 1,314,862 $34M $25.60 -$170K -9,730 -0.7%
9 IVV 2.13% 51,545 $32M $620.90 -$232K -5,826 -10.2%
10 PWZ 2.10% 1,351,618 $32M $23.34 $7M +303,478 +28.9%
11 SQ 2.00% 441,619 $30M $67.93 $18M +216,279 +96.0%
12 AGG 1.86% 281,602 $28M $99.20 $6M +55,666 +24.6%
13 IEMG 1.84% 461,354 $28M $60.03 $2M -20,895 -4.3%
14 IAGG 1.74% 511,823 $26M $51.09 $9M +174,175 +51.6%
15 PCY 1.72% 1,262,281 $26M $20.43 -$11M -568,754 -31.1%
16 AGZ 1.37% 187,866 $21M $109.70 +187,866 NEW
17 GOOGL 1.37% 116,808 $21M $176.23 $8M +33,619 +40.4%
18 IGIB 1.35% 382,140 $20M $53.29 -$299K -11,286 -2.9%
19 IAU 1.34% 322,102 $20M $62.36 -$558K -28,042 -8.0%
20 AMZN 1.22% 83,383 $18M $219.39 $4M +7,067 +9.3%
21 AVGO 1.16% 63,312 $17M $275.65 $7M +2,667 +4.4%
22 GDX 1.15% 333,283 $17M $52.06 -$1M -69,765 -17.3%
23 XCEM 1.03% 451,576 $15M $34.18 $3M +36,972 +8.9%
24 MCHI 1.01% 275,877 $15M $55.10 $160K -602 -0.2%
25 VIG 0.93% 68,581 $14M $204.67 -$771K -7,750 -10.2%
26 EZU 0.84% 213,639 $13M $59.45 $2M +6,617 +3.2%
27 IBIT 0.82% 201,437 $12M $61.21 +201,437 NEW
28 JPM 0.75% 38,645 $11M $289.91 $3M +3,747 +10.7%
29 BRK-B 0.68% 21,156 $10M $485.77 $599K +2,984 +16.4%
30 GOOG 0.65% 55,116 $10M $177.39 $1M +816 +1.5%
31 LLY 0.62% 12,041 $9M $779.55 -$252K +371 +3.2%
32 GLD 0.60% 29,595 $9M $304.83 -$707K -4,167 -12.3%
33 EVR 0.57% 31,589 $9M $270.02 $8M +29,943 +1819.1%
34 RING 0.57% 194,047 $8M $43.78 -$216K -33,044 -14.6%
35 V 0.55% 23,195 $8M $355.04 $618K +1,460 +6.7%
36 COST 0.52% 7,969 $8M $989.97 $1M +1,053 +15.2%
37 NFLX 0.52% 5,857 $8M $1,339.13 $3M +258 +4.6%
38 EMB 0.51% 83,381 $8M $92.62 -$2M -22,810 -21.5%
39 XOM 0.51% 71,314 $8M $107.80 -$1M -5,015 -6.6%
40 DOCU 0.49% 93,645 $7M $77.89 -$37K +3,585 +4.0%
41 EPP 0.48% 147,298 $7M $49.37 $3M +47,825 +48.1%
42 WMT 0.48% 73,160 $7M $97.78 $849K +1,349 +1.9%
43 VGT 0.43% 9,768 $6M $663.27 $856K -598 -5.8%
44 EWU 0.43% 162,366 $6M $39.72 $757K +10,447 +6.9%
45 TSLA 0.41% 19,552 $6M $317.66 $3M +8,180 +71.9%
46 IJH 0.41% 98,907 $6M $62.02 +98,907 NEW
47 MA 0.41% 10,916 $6M $561.93 $421K +492 +4.7%
48 EMXC 0.39% 92,313 $6M $63.14 -$2M -44,116 -32.3%
49 SPOT 0.38% 7,522 $6M $767.34 $3M +2,797 +59.2%
50 VIS 0.36% 19,277 $5M $280.06 $293K -1,347 -6.5%
51 ORCL 0.35% 23,803 $5M $218.63 $2M -1,359 -5.4%
52 VWO 0.35% 105,073 $5M $49.46 $390K -1,130 -1.1%
53 RBLX 0.33% 47,402 $5M $105.20 +47,402 NEW
54 EWD 0.33% 107,274 $5M $45.74 $478K +2,025 +1.9%
55 PG 0.31% 29,581 $5M $159.32 -$472K -844 -2.8%
56 HD 0.30% 12,295 $5M $366.64 $1M +3,556 +40.7%
57 GS 0.29% 6,211 $4M $707.79 $1M +680 +12.3%
58 EEM 0.29% 89,504 $4M $48.24 -$69K -10,877 -10.8%
59 VTV 0.28% 23,914 $4M $176.74 -$803K -5,200 -17.9%
60 JNJ 0.27% 26,403 $4M $152.75 -$849K -3,038 -10.3%
61 XLV 0.27% 29,823 $4M $134.79 -$4M -28,220 -48.6%
62 XONE 0.26% 80,072 $4M $49.63 +80,072 NEW
63 ABBV 0.26% 21,348 $4M $185.62 -$799K -1,377 -6.1%
64 GBIL 0.26% 39,030 $4M $100.15 $217K +2,174 +5.9%
65 VOO 0.25% 6,666 $4M $568.06 -$88K -874 -11.6%
66 BAC 0.25% 79,723 $4M $47.32 $1M +15,948 +25.0%
67 SGOL 0.24% 115,136 $4M $31.54 $198K
68 IEUR 0.23% 51,682 $3M $66.20 $2M +27,881 +117.1%
69 EWJ 0.23% 45,508 $3M $74.97 $250K -614 -1.3%
70 IYF 0.21% 26,031 $3M $120.99 $198K -120 -0.5%
71 ABT 0.21% 22,792 $3M $136.01 $116K +294 +1.3%
72 XLC 0.21% 28,394 $3M $108.53 $182K -1,665 -5.5%
73 LIN 0.20% 6,421 $3M $469.18 $177K +332 +5.5%
74 COP 0.20% 32,969 $3M $89.74 -$606K -976 -2.9%
75 UNH 0.19% 9,355 $3M $311.97 -$5M -4,987 -34.8%
76 PM 0.19% 15,722 $3M $182.13 $732K +2,296 +17.1%
77 INTU 0.19% 3,620 $3M $787.64 $1M +907 +33.4%
78 MPC 0.19% 16,768 $3M $166.11 $369K +183 +1.1%
79 VDE 0.18% 23,239 $3M $119.12 -$2M -12,083 -34.2%
80 BSX 0.18% 25,465 $3M $107.41 $598K +4,277 +20.2%
81 PGR 0.18% 10,150 $3M $266.87 -$220K -198 -1.9%
82 GE 0.18% 10,509 $3M $257.40 $881K +1,395 +15.3%
83 KO 0.18% 38,058 $3M $70.75 -$133K -1,400 -3.5%
84 EWC 0.17% 56,134 $3M $46.20 -$35K -8,354 -12.9%
85 MS 0.17% 18,205 $3M $140.86 $597K +1,344 +8.0%
86 IJR 0.17% 23,122 $3M $109.29 -$6M -56,500 -71.0%
87 CAT 0.17% 6,426 $2M $388.20 $329K -140 -2.1%
88 ETN 0.17% 6,962 $2M $356.99 $945K +1,294 +22.8%
89 SYK 0.16% 6,115 $2M $395.62 $158K +40 +0.7%
90 AMD 0.16% 17,031 $2M $141.90 $834K +1,623 +10.5%
91 HODL 0.16% 76,524 $2M $30.47 -$11M -513,012 -87.0%
92 JAAA 0.15% 44,912 $2M $50.75 +44,912 NEW
93 MCD 0.15% 7,763 $2M $292.15 -$48K +349 +4.7%
94 COF 0.15% 10,538 $2M $212.77 $1M +5,729 +119.1%
95 AMGN 0.15% 7,980 $2M $279.22 -$544K -918 -10.3%
96 AMAT 0.15% 12,135 $2M $183.07 $590K +895 +8.0%
97 AXP 0.15% 6,882 $2M $318.97 $609K +988 +16.8%
98 BLK 0.15% 2,084 $2M $1,049.10 $455K +254 +13.9%
99 ADBE 0.15% 5,645 $2M $386.88 $320K +785 +16.1%
100 ISRG 0.14% 3,994 $2M $543.41 $175K -34 -0.8%

New Positions

SymbolValue% Port
DASH $63M 4.19%
AGZ $21M 1.37%
IBIT $12M 0.82%
IJH $6M 0.41%
RBLX $5M 0.33%
XONE $4M 0.26%
JAAA $2M 0.15%
XHLF $2M 0.11%
VTI $1M 0.08%
ZBRA $894K 0.06%
ST $828K 0.06%
TTEK $763K 0.05%
BRK-A $729K 0.05%
JBHT $711K 0.05%
LECO $701K 0.05%

Sold Out Positions

SymbolValue% Port
WNC —%
AGCO —%
KW —%
ARE —%
ZBH —%
TRGP —%
GPC —%
CVE —%
AEO —%
HAL —%
E —%
ADNT —%
JOBY —%
FBRT —%
BGS —%
View SEC EDGAR Filings for SYON CAPITAL LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms