SCL
Sykon Capital LLC Portfolio
Invests via SYKON CAPITAL LLC | Managed by Stephen M. Ruvituso, Todd A. Stankiewicz, Joseph P. Castiglie III, Julie Ackerman
Invests via SYKON CAPITAL LLC
Managed by Stephen M. Ruvituso, Todd A. Stankiewicz, Joseph P. Castiglie III, Julie Ackerman
Automatically Tracked
Company Profile
Privately held investment firm focusing on direct equity and credit investments across technology, industrials and consumer sectors, SYKON CAPITAL LLC targets growth-stage and special-situation opportunities. The firm deploys capital through minority and control transactions, combining active portfolio management, operational support and capital structuring to drive value creation for limited partners and strategic buyers in mid-market segments.
Privately held investment firm focusing on direct equity and credit investments across technology, industrials and consumer sectors, SYKON CAPITAL LLC targets growth-stage and special-situation opportunities. The firm deploys capital through minority and control transactions, combining active portfolio management, operational support and capital structuring to drive value creation for limited partners and strategic buyers in mid-market segments.
Investment Philosophy & Strategy
SYKON CAPITAL LLC deploys private capital into growth-stage and special‑situation opportunities in technology, industrials and consumer sectors, blending direct equity and credit investments across mid‑market companies. The firm pursues both minority and control stakes, combining active operational involvement, tailored capital structures and governance interventions to accelerate scale and de‑risk cash flows. Investment horizon is medium to long term, with disciplined underwriting, credit overlays and exit orientation toward strategic sales, recapitalizations or public listings.
SYKON CAPITAL LLC deploys private capital into growth-stage and special‑situation opportunities in technology, industrials and consumer sectors, blending direct equity and credit investments across mid‑market companies. The firm pursues both minority and control stakes, combining active operational involvement, tailored capital structures and governance interventions to accelerate scale and de‑risk cash flows. Investment horizon is medium to long term, with disciplined underwriting, credit overlays and exit orientation toward strategic sales, recapitalizations or public listings.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
15.75%
Gain
Monthly
0.44%
Yearly
5.39%
Drawdown
13.57%
$324.53M
Equity
Holdings
$324.53M
Investment
$289.28M
$69.42M
Profit +$212,155.14
Realized
$34.17M
Unrealized
$35.25M
Dividends
$22.43M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$212,155.14
Win %
75%
This Week
Compared To Last Week
Gain
0.16%
Profit
$508,050.18
Win %
75%
This Month
Compared to last month
Gain
0.89%
Profit
$2.85M
Win %
75%
This Year
Compared to last year
Gain
8.08%
Profit
$24.25M
Win %
76%
OCFC OceanFirst Financial Corp.
+3.28%
+$16,333.44 
MCD McDonald's Corporation
+2.58%
+$6,219.8 
SETH ProShares Short Ether Strategy ETF
+2.48%
+$10,698.84 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
+2.35%
+$33,329.53 
BDX Becton, Dickinson and Company
+2.29%
+$16,004.61 
HDV iShares Core High Dividend ETF
+2.21%
+$318,688.4 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.97%
+$5,215.57 
LVHD Franklin U.S. Low Volatility ETF
+1.81%
+$3,832 
CVX Chevron Corporation
+1.61%
+$7,799.32 
FVD First Trust Value Line Dividend Index Fund
+1.61%
+$6,823.22 
CHD Church & Dwight Co., Inc.
+1.61%
+$3,900 
SPLV Invesco S&P 500 Low Volatility ETF
+1.5%
+$183,114.24 
RSPR Invesco S&P 500 Equal Weight Real Estate ETF
+1.45%
+$22,942.61 
RUNN Running Oak Efficient Growth ETF
+1.43%
+$31,395.3 
PFE Pfizer Inc.
+1.33%
+$4,624.62 
MLPA Global X MLP ETF
+1.25%
+$5,624.53 
ED Consolidated Edison, Inc.
+1.24%
+$4,548.4 
XLE Energy Select Sector SPDR Fund
+1.22%
+$10,810.92 
MSFT Microsoft Corp.
+1.11%
+$14,048.03 
UBER Uber Technologies, Inc.
+1.07%
+$12,614.88 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+1.05%
+$15,939 
NVS Novartis AG Sponsored ADR
+1.05%
+$10,180.77 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+0.99%
+$15,576.42 
AAPL Apple Inc.
+0.97%
+$76,875.67 
BITI ProShares Short Bitcoin ETF
+0.87%
+$3,991.05 
FDLO Fidelity Low Volatility Factor ETF
+0.79%
+$100,990.45 
RSPM Invesco S&P 500 Equal Weight Materials ETF
+0.73%
+$10,758.44 
RSP Invesco S&P 500 Equal Weight ETF
+0.65%
+$164,959.68 
AMZN Amazon.com Inc
+0.52%
+$15,692.16 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.5%
+$1,143.09 
EQAL Invesco Russell 1000 Equal Weight ETF
+0.41%
+$22,015.68 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
+0.34%
+$4,630.73 
NDMO Nuveen Dynamic Municipal Opportunities Fund
+0.14%
+$168.75 
XLF Financial Select Sector SPDR Fund
+0.13%
+$421.05 
FUTY Fidelity MSCI Utilities Index ETF
+0.12%
+$924.7 
GOOGL Alphabet Inc
+0.1%
+$1,504.05 
GOOG Alphabet Inc
+0.1%
+$1,293.19 
ZDEK Innovator Equity Defined Protection ETF
+0.06%
+$155.85 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$65 
CMBS iShares CMBS ETF
+0.02%
+$842.51 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.02%
+$53 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$146.17 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$148.31 
VNLA Janus Henderson Short Duration Income ETF
+0.01%
+$34 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$3,304.08 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$90.94 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$2,808.81 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,442.13 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$60.84 
APOC
0%
$0 
BALT Inn Defined Wealth Shield Mutual Fund
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
NXJ Nuveen New Jersey Quality Municipal Income Fund
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
ZFEB
0%
$0 
ZNOV
0%
$0 
CATX Perspective Therapeutics Inc.
-8.07%
-$9,862.32 
NVDA NVIDIA Corporation
-2.77%
-$143,197.68 
ITA iShares U.S. Aerospace & Defense ETF
-2.5%
-$43,211.6 
XLK State Street Technology Select Sector SPDR ETF
-2.49%
-$22,376.34 
VGT Vanguard Information Technology ETF
-2.16%
-$10,584 
CWB SPDR Bloomberg Convertible Securities ETF
-1.53%
-$42,102.36 
META Meta Platforms Inc Class A
-1.52%
-$42,402.93 
ALIT Alight Inc.
-1.47%
-$551.71 
TSLA Tesla, Inc.
-1.47%
-$4,005.54 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$65,928.29 
RCL Royal Caribbean Group
-1.14%
-$3,539.79 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.05%
-$238,908.04 
SPHQ Invesco S&P 500 Quality ETF
-1.03%
-$126,468.11 
EFA iShares MSCI EAFE ETF
-0.77%
-$2,755.51 
CRWD CrowdStrike Holdings, Inc.
-0.76%
-$17,986.72 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
-0.66%
-$3,086.33 
JPM JPMorgan Chase & Co.
-0.54%
-$8,384.55 
FEZ SPDR Euro Stoxx 50 ETF
-0.45%
-$8,779.2 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$1,131.84 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$110,378.82 
VOO Vanguard S&P 500 ETF
-0.38%
-$37,248.74 
VTHR Vanguard Russell 3000 ETF
-0.37%
-$1,488.75 
XLI Industrial Select Sector SPDR Fund
-0.28%
-$619 
TFJL Innovator 20 Yr Treasury Bond 5 Fund
-0.21%
-$1,327.72 
DDFD Innovator Equity Dual Directional 15 Buffer ETF - December
-0.1%
-$3,942.44 
AGZD WisdomTree Trust
-0.09%
-$2,041.6 
SHYD VanEck Short High Yield Municipal Fund
-0.09%
-$240 
MEAR iShares Short Maturity Bond ETF
-0.06%
-$383.91 
BAC Bank of America Corporation
-0.06%
-$3,740.7 
JAJL Innovator EDP ETF - 6M January/July
-0.05%
-$400.85 
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$165.82 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.01%
-$1,221.76 Events
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Dividends
Dividend Analysis
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No Data
| Trades 859 | Longs Won 520/859 60% | Profit Factor 12.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $319,111.03 |
| Average Win $144,654.68 | Best Trade (Jul 13) $5.08M | Sharpe Ratio -9.17 |
| Average Loss -$17,117.82 | Worst Trade (Mar 31) -$508,194.05 | Z-Score -5.64 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 1d | Expectancy $80,811.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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