— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

SYON CAPITAL LLC

Q3 2025 · Filed 2025-11-07
Market Value
$1.9B
+23.1%
Holdings
833
+55
New Purchases
121
Added To
520
Closed
41
Reduced
129
Top 10 Concentration
27.3%
Turnover
19.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RBLX 2.02% 0.33% +1.69% $37M
CMBS 1.54% 0.00% +1.54% $29M
GOOGL 2.24% 1.37% +0.87% $41M
MCHI 1.45% 1.01% +0.44% $27M
AAPL 2.84% 2.45% +0.39% $53M
NVDA 3.13% 2.83% +0.29% $58M
DOCU 0.76% 0.49% +0.27% $14M
IBIT 1.05% 0.82% +0.23% $19M
GOOG 0.82% 0.65% +0.17% $15M
TSLA 0.57% 0.41% +0.15% $10M
GDX 1.31% 1.15% +0.15% $24M
IGIB 1.50% 1.35% +0.14% $28M
XLU 0.16% 0.02% +0.14% $3M
AVGO 1.26% 1.16% +0.10% $23M
ORCL 0.43% 0.35% +0.08% $8M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CMF 3.55% 4.47% -0.92% $66M
CLOI 1.92% 2.79% -0.87% $36M
SPAB 1.65% 2.24% -0.59% $31M
META 2.95% 3.48% -0.53% $55M
SQ 1.53% 2.00% -0.46% $28M
PWZ 1.68% 2.10% -0.42% $31M
DASH 3.77% 4.19% -0.42% $70M
IAGG 1.38% 1.74% -0.36% $25M
XCEM 0.68% 1.03% -0.35% $13M
AGG 1.56% 1.86% -0.30% $29M
IVV 1.86% 2.13% -0.26% $34M
AGZ 1.13% 1.37% -0.24% $21M
PCY 1.51% 1.72% -0.20% $28M
IAU 1.18% 1.34% -0.16% $22M
HODL 0.00% 0.16% -0.16% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 73 $583M 31.5%
Large Cap 551 $818M 44.2%
Mid Cap 161 $270M 14.6%
Small Cap 41 $176M 9.5%
Micro Cap 7 $4M 0.2%

Portfolio Analytics

Avg Market Cap
$109.7B
Median Market Cap
$28.2B
Avg P/E
32.4
Median P/E
22.6
Avg Dividend Yield
0.03%
Avg Beta
0.93
# Stocks
745
# ETFs / Funds
88

Top Holdings (833 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DASH 3.77% 256,180 $70M $271.99 $7M +833 +0.3%
2 CMF 3.55% 1,151,334 $66M $57.04 -$2M -54,575 -4.5%
3 NVDA 3.13% 309,926 $58M $186.58 $15M +40,536 +15.1%
4 MSFT 3.02% 107,873 $56M $517.95 $10M +15,578 +16.9%
5 META 2.95% 74,255 $55M $734.38 $2M +3,454 +4.9%
6 AAPL 2.84% 206,435 $53M $254.63 $16M +26,959 +15.0%
7 GOOGL 2.24% 170,538 $41M $243.10 $21M +53,730 +46.0%
8 RBLX 2.02% 270,351 $37M $138.52 $32M +222,949 +470.3%
9 CLOI 1.92% 668,725 $36M $53.10 -$6M -122,487 -15.5%
10 IEMG 1.88% 528,348 $35M $65.92 $7M +66,994 +14.5%
11 IVV 1.86% 51,531 $34M $669.31 $2M -14 -0.0%
12 PWZ 1.68% 1,297,219 $31M $23.92 -$517K -54,399 -4.0%
13 SPAB 1.65% 1,183,024 $31M $25.85 -$3M -131,838 -10.0%
14 AGG 1.56% 287,270 $29M $100.25 $864K +5,668 +2.0%
15 CMBS 1.54% 581,930 $29M $49.07 +581,930 NEW
16 SQ 1.53% 392,614 $28M $72.27 -$2M -49,005 -11.1%
17 PCY 1.51% 1,296,732 $28M $21.56 $2M +34,451 +2.7%
18 IGIB 1.50% 512,640 $28M $54.09 $7M +130,500 +34.1%
19 MCHI 1.45% 408,341 $27M $65.85 $12M +132,464 +48.0%
20 IAGG 1.38% 497,450 $25M $51.23 -$665K -14,373 -2.8%
21 GDX 1.31% 316,120 $24M $76.40 $7M -17,163 -5.2%
22 AVGO 1.26% 70,837 $23M $329.91 $6M +7,525 +11.9%
23 IAU 1.18% 299,623 $22M $72.77 $2M -22,479 -7.0%
24 AMZN 1.17% 98,963 $22M $219.57 $3M +15,580 +18.7%
25 AGZ 1.13% 190,087 $21M $110.37 $371K +2,221 +1.2%
26 IBIT 1.05% 299,177 $19M $65.00 $7M +97,740 +48.5%
27 VIG 0.83% 71,132 $15M $215.79 $1M +2,551 +3.7%
28 GOOG 0.82% 62,294 $15M $243.55 $5M +7,178 +13.0%
29 DOCU 0.76% 194,579 $14M $72.09 $7M +100,934 +107.8%
30 JPM 0.74% 43,589 $14M $315.43 $3M +4,944 +12.8%
31 EZU 0.72% 214,886 $13M $61.94 $609K +1,247 +0.6%
32 XCEM 0.68% 344,929 $13M $36.33 -$3M -106,647 -23.6%
33 BRK-B 0.61% 22,541 $11M $502.74 $1M +1,385 +6.5%
34 RING 0.61% 174,581 $11M $64.71 $3M -19,466 -10.0%
35 TSLA 0.57% 23,602 $10M $444.72 $4M +4,050 +20.7%
36 LLY 0.55% 13,253 $10M $763.02 $726K +1,212 +10.1%
37 GLD 0.53% 27,358 $10M $355.47 $704K -2,237 -7.6%
38 EVR 0.51% 28,022 $9M $337.32 $923K -3,567 -11.3%
39 V 0.47% 25,662 $9M $341.37 $525K +2,467 +10.6%
40 WMT 0.46% 83,294 $9M $103.06 $1M +10,134 +13.8%
41 NFLX 0.46% 7,047 $8M $1,198.92 $606K +1,190 +20.3%
42 EMB 0.46% 88,481 $8M $95.19 $700K +5,100 +6.1%
43 ORCL 0.43% 28,224 $8M $281.24 $3M +4,421 +18.6%
44 XOM 0.42% 68,099 $8M $112.75 -$9K -3,215 -4.5%
45 EPP 0.40% 143,320 $7M $51.56 $117K -3,978 -2.7%
46 COST 0.40% 7,927 $7M $925.66 -$551K -42 -0.5%
47 MA 0.39% 12,621 $7M $568.81 $1M +1,705 +15.6%
48 EWU 0.38% 169,016 $7M $41.97 $644K +6,650 +4.1%
49 VGT 0.38% 9,444 $7M $746.62 $572K -324 -3.3%
50 VWO 0.34% 117,242 $6M $54.18 $1M +12,169 +11.6%
51 SPOT 0.33% 8,637 $6M $698.00 $257K +1,115 +14.8%
52 IJH 0.31% 89,262 $6M $65.26 -$309K -9,645 -9.8%
53 ABBV 0.31% 24,839 $6M $231.54 $2M +3,491 +16.4%
54 VIS 0.31% 19,311 $6M $296.28 $323K +34 +0.2%
55 HD 0.31% 14,025 $6M $405.19 $1M +1,730 +14.1%
56 GS 0.31% 7,099 $6M $796.39 $1M +888 +14.3%
57 JNJ 0.27% 27,297 $5M $185.42 $1M +894 +3.4%
58 EEM 0.26% 88,451 $5M $53.40 $406K -1,053 -1.2%
59 BAC 0.25% 90,258 $5M $51.59 $884K +10,535 +13.2%
60 EWJ 0.25% 56,683 $5M $80.21 $1M +11,175 +24.6%
61 XONE 0.24% 90,484 $4M $49.66 $519K +10,412 +13.0%
62 EMXC 0.24% 66,458 $4M $67.51 -$1M -25,855 -28.0%
63 EWD 0.23% 91,019 $4M $47.20 -$611K -16,255 -15.2%
64 SGOL 0.23% 115,136 $4M $36.81 $607K
65 GBIL 0.22% 41,367 $4M $100.23 $237K +2,337 +6.0%
66 VOO 0.22% 6,496 $4M $612.40 $191K -170 -2.5%
67 IYF 0.21% 31,225 $4M $126.64 $805K +5,194 +19.9%
68 XLC 0.21% 32,788 $4M $118.37 $800K +4,394 +15.5%
69 PG 0.21% 24,892 $4M $153.65 -$888K -4,689 -15.8%
70 GE 0.20% 12,507 $4M $300.83 $1M +1,998 +19.0%
71 EWC 0.20% 73,023 $4M $50.55 $1M +16,889 +30.1%
72 IEUR 0.19% 51,701 $4M $68.12 $101K +19 +0.0%
73 MS 0.18% 21,460 $3M $158.96 $847K +3,255 +17.9%
74 MPC 0.18% 17,595 $3M $192.74 $606K +827 +4.9%
75 LIN 0.18% 7,091 $3M $475.00 $356K +670 +10.4%
76 XLV 0.18% 23,854 $3M $139.17 -$700K -5,969 -20.0%
77 VTV 0.18% 17,661 $3M $186.49 -$933K -6,253 -26.1%
78 CAT 0.18% 6,890 $3M $477.13 $793K +464 +7.2%
79 AMD 0.17% 19,830 $3M $161.79 $792K +2,799 +16.4%
80 COP 0.17% 33,406 $3M $94.59 $201K +437 +1.3%
81 PULS 0.17% 62,525 $3M $49.83 $1M +29,779 +90.9%
82 LRCX 0.17% 23,038 $3M $133.90 $1M +4,138 +21.9%
83 ABT 0.16% 22,770 $3M $133.94 -$50K -22 -0.1%
84 CDNS 0.16% 8,678 $3M $351.26 $1M +3,606 +71.1%
85 RTX 0.16% 18,216 $3M $167.33 $904K +3,534 +24.1%
86 XLU 0.16% 34,292 $3M $87.21 $3M +30,869 +901.8%
87 PGR 0.16% 11,723 $3M $246.96 $186K +1,573 +15.5%
88 UNH 0.16% 8,369 $3M $345.30 -$29K -986 -10.5%
89 CVX 0.15% 18,133 $3M $155.29 $804K +4,085 +29.1%
90 ANET 0.15% 19,119 $3M $145.71 $1M +2,165 +12.8%
91 XHLF 0.15% 54,846 $3M $50.42 $1M +21,496 +64.5%
92 PLTR 0.15% 15,108 $3M $182.42 $1M +3,584 +31.1%
93 ETN 0.15% 7,345 $3M $374.25 $264K +383 +5.5%
94 BLK 0.15% 2,348 $3M $1,165.72 $551K +264 +12.7%
95 PM 0.15% 16,855 $3M $162.20 -$130K +1,133 +7.2%
96 INTU 0.15% 3,970 $3M $682.92 -$140K +350 +9.7%
97 MCD 0.15% 8,920 $3M $303.88 $443K +1,157 +14.9%
98 WFC 0.15% 32,071 $3M $83.82 $628K +6,360 +24.7%
99 IJR 0.14% 22,570 $3M $118.83 $155K -552 -2.4%
100 BBAX 0.14% 47,295 $3M $56.34 $644K +10,212 +27.5%

Options Breakdown

1 Calls $0 Call Value 0 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
DOCU $0 SOLD

New Positions

SymbolValue% Port
CMBS $29M 1.54%
IJUL $1M 0.08%
ACLO $1M 0.07%
TOST $884K 0.05%
PCG $773K 0.04%
DG $763K 0.04%
STX $748K 0.04%
PAUG $731K 0.04%
IAUG $728K 0.04%
EBUF $721K 0.04%
MHK $603K 0.03%
TPR $602K 0.03%
BALT $560K 0.03%
AN $548K 0.03%
AWK $510K 0.03%

Sold Out Positions

SymbolValue% Port
EMN —%
ATI —%
RC —%
OTIS —%
STZ —%
KMX —%
KVUE —%
CHD —%
TKC —%
CHH —%
RGA —%
JHX —%
FLO —%
BAH —%
SHAK —%
View SEC EDGAR Filings for SYON CAPITAL LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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