Fund HoldingsSYON CAPITAL LLC

Total Portfolio Value
$1.99B
Total Bought
$290.24M
Total Sold
$270.34M
Net Transaction
+$19.90M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES 0-5 YEAR TIPS BOND ETF
0-5 YR TIPS ETF
0225,964+225,964023,3711.18%+23,371
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
0487,281+487,281022,8781.15%+22,878
ISHARES LATIN AMERICA 40 ETF0500,476+500,476017,7770.89%+17,777
ALPHABET INC CAP STK CL A(GOOG)173,181246,311+73,13054,20670,8293.56%+16,624
ALPHABET INC CAP STK CL C(GOOG)65,991129,135+63,14420,70837,0441.86%+16,336
VANECK BITCOIN ETF(HODL)0728,768+728,768013,9630.70%+13,963
ISHARES CALIFORNIA MUNI BOND ETF01,352,128+1,352,128076,8823.87%+76,882
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
532,299664,819+132,52035,78146,3712.33%+10,590
ISHARES CORE U.S. AGGREGATE BOND ETF0394,329+394,329039,1451.97%+39,145
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF0146,317+146,317013,7440.69%+13,744
SPDR GOLD SHARES(GLD)26,10335,050+8,94710,34515,0820.76%+4,737
EXXON MOBIL CORP COM74,16776,232+2,0658,92512,9330.65%+4,008
BERKSHIRE HATHAWAY INC DEL CL B NEW23,84832,592+8,74411,98715,6180.79%+3,631
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY
INTL DEVELOPED P
080,170+80,17002,3900.12%+2,390
ASTRAZENECA PLC ORD(AZN)011,958+11,95802,3580.12%+2,358
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
037,586+37,58602,3030.12%+2,303
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF525,501564,705+39,20428,31430,0541.51%+1,740
PGIM ULTRA SHORT BOND ETF
PGIM ULTRA SH BD
097,041+97,04104,8040.24%+4,804
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
IBONDS DEC2026
061,194+61,19401,4830.07%+1,483
CONOCOPHILLIPS COM(COP)035,130+35,13004,6370.23%+4,637
COSTCO WHOLESALE CORPORATION COM(COST)08,243+8,24308,2140.41%+8,214
MARATHON PETE CORP COM(MPC)017,362+17,36204,2390.21%+4,239
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF MARCH
INNOVATOR INTL D
040,156+40,15601,1660.06%+1,166
APPLIED MATLS INC COM13,90013,809-913,5724,7200.24%+1,148
VALERO ENERGY CORP COM(VLO)013,416+13,41603,3150.17%+3,315
JOHNSON & JOHNSON COM(JNJ)29,21129,338+1276,0457,1710.36%+1,126
MICRON TECHNOLOGY INC COM(MU)14,10815,233+1,1254,0275,1460.26%+1,120
CF INDUSTRIES HOLD COM(CF)013,318+13,31801,7290.09%+1,729
CHEVRON CORPORATION COM(CVX)019,929+19,92904,1230.21%+4,123
ISHARES MSCI JAPAN ETF
MSCI JAPAN ETF
067,678+67,67805,7150.29%+5,715
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
02,049+2,04902,7060.14%+2,706
CATERPILLAR INC COM(CAT)7,7637,739-244,4475,4830.28%+1,036
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
US EQTY PWR BUF
025,236+25,23601,0120.05%+1,012
INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY
INNOVATOR GW 100
036,656+36,65601,0040.05%+1,004
GE VERNOVA INC COM(GEV)03,319+3,31902,8970.15%+2,897
WOODSIDE ENERGY GROUP LTD SPONSORED ADR(WDS)046,037+46,03701,0990.06%+1,099
STATE STREET SPDR S&P 500 ETF(SPY)9,32010,992+1,6726,3567,1490.36%+793
LINDE PLC SHS(LIN)07,592+7,59203,7640.19%+3,764
WALMART INC COM(WMT)87,41784,588-2,8299,73910,5130.53%+773
WESTERN DIGITAL CORP COM(WDC)08,492+8,49202,2970.12%+2,297
NETFLIX INC. COM(NFLX)064,334+64,33406,1860.31%+6,186
CORNING INC COM(GLW)013,867+13,86701,8850.09%+1,885
RINGCENTRAL INC CL A(RNG)024,725+24,72509200.05%+920
INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY
EMRGNG MKT JAN
018,341+18,34106220.03%+622
BHP BILLITON LIMITED SPONSORED ADS044,030+44,03003,2030.16%+3,203
OCCIDENTAL PETE CORP COM(OXY)025,430+25,43001,6530.08%+1,653
JPMORGAN BETABUILDERS JAPAN ETF
BETABULDRS JAPAN
040,838+40,83802,8140.14%+2,814
LAM RESEARCH CORP COM NEW(LRCX)24,26822,180-2,0884,1544,7390.24%+585
IMPERIAL OIL LTD COM NEW(IMO)013,373+13,37301,7490.09%+1,749
BURLINGTON STORES INC COM(BURL)01,713+1,71305570.03%+557
VANGUARD TOTAL INTERNATIONAL BOND ETF
TOTAL INT BD ETF
039,074+39,07401,8780.09%+1,878
ROSS STORES INC COM(ROST)04,716+4,71601,0220.05%+1,022
GUIDEWIRE SOFTWARE INC COM(GWRE)04,900+4,90007330.04%+733
EQUINOR ASA SPONSORED ADR(EQNR)012,342+12,34205210.03%+521
MOTOROLA SOLUTIONS INC COM NEW(MSI)03,566+3,56601,5480.08%+1,548
ISHARES CORE MSCI EUROPE ETF
CORE MSCI EURO
058,409+58,40904,1040.21%+4,104
WASTE MGMT INC DEL COM(WM)07,259+7,25901,6680.08%+1,668
BXP INC COM(BXP)09,765+9,76505070.03%+507
CANADIAN NAT RES LTD MED TERM COM(CNQ)029,681+29,68101,4460.07%+1,446
KEYSIGHT TECHNOLOGIES INC COM(KEYS)04,958+4,95801,4000.07%+1,400
MERCK & CO INC COM(MRK)24,75325,670+9172,6063,0880.16%+482
TWILIO INC CL A(TWLO)08,141+8,14101,0240.05%+1,024
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
ST STR UTIL ETF
075,902+75,90203,4830.18%+3,483
INGREDION INC COM(INGR)010,386+10,38601,1700.06%+1,170
ISHARES MSCI PACIFIC EX-JAPAN ETF0150,518+150,51807,9990.40%+7,999
BAKER HUGHES COMPANY CL A(BKR)029,853+29,85301,8230.09%+1,823
KLA CORP COM NEW(KLAC)02,166+2,16603,1900.16%+3,190
ONEOK INC NEW COM(OKE)015,655+15,65501,4150.07%+1,415
SUNCOR ENERGY INC NEW COM(SU)021,696+21,69601,4340.07%+1,434
LOCKHEED MARTIN CORP COM(LMT)03,358+3,35802,0290.10%+2,029
VANGUARD FTSE EMERGING MARKETS ETF0127,367+127,36706,8840.35%+6,884
IRON MTN INC DEL COM(IRM)08,353+8,35308530.04%+853
CONSOLIDATED EDISON INC COM(ED)013,826+13,82601,5650.08%+1,565
SUNBELT RENTALS HOLDINGS INC SHS(SUNB)06,504+6,50404230.02%+423
POWELL INDS INC COM(POWL)02,540+2,54001,3740.07%+1,374
ABRDN PHYSICAL GOLD SHARES ETF(SGOL)115,136115,13604,7305,1370.26%+408
F5 INC COM(FFIV)03,233+3,23309350.05%+935
PTC INC COM(PTC)05,338+5,33807610.04%+761
FEDEX CORP COM(FDX)05,956+5,95602,1220.11%+2,122
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH
EQUI DEFI 1 MARC
014,524+14,52404010.02%+401
ELEVANCE HEALTH INC FORMERLY A COM(ELV)04,269+4,26901,2500.06%+1,250
TJX COS INC NEW COM(TJX)012,787+12,78702,0420.10%+2,042
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - MARCH
US SMALL CAP PWR
013,490+13,49003920.02%+392
CUBESMART COM(CUBE)010,225+10,22503750.02%+375
NEXTERA ENERGY INC COM(NEE)029,960+29,96002,7830.14%+2,783
DEERE & CO COM(DE)3,8163,812-41,7772,1470.11%+371
AT&T INC COM(T)059,347+59,34701,7200.09%+1,720
GARMIN LTD SHS(GRMN)06,033+6,03301,4000.07%+1,400
REVVITY INC COM(RVTY)04,073+4,07303570.02%+357
ROBERT HALF INC. COM(RHI)034,876+34,87608860.04%+886
10X GENOMICS INC CL A COM(TXG)054,903+54,90301,1660.06%+1,166
CIENA CORP COM NEW(CIEN)0883+88303430.02%+343
DOMINOS PIZZA INC COM(DPZ)0954+95403420.02%+342
SHELL PLC SPON ADS(SHEL)012,829+12,82901,1930.06%+1,193
IQVIA HLDGS INC COM(IQV)03,530+3,53006020.03%+602
BP PLC SPONSORED ADR(BP)011,867+11,86705580.03%+558
FIVE BELOW INC COM(FIVE)06,016+6,01601,3750.07%+1,375
EATON CORP PLC SHS(ETN)07,944+7,94402,8410.14%+2,841
THE TRADE DESK INC COM CL A(TTD)014,617+14,61703320.02%+332
WEX INC COM(WEX)05,199+5,19907960.04%+796
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