1y return+12.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2023: $144 against $175 in the S&P 500.2
Syon Capital LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet Inc Cap Stk Cl A | $87.7M | 3.8% | |
| CMFIshares California Muni Bond Etf | $80.4M | 3.5% | +3.2% |
| AAPLApple Inc Com | $69.2M | 3.0% | +6.5% |
| NVDANvidia Corporation Com | $68.3M | 3.0% | +5.2% |
| IEMGIshares Core Msci Emerging Markets Etf | $53.7M | 2.3% | −2.5% |
| GOOGAlphabet Inc Cap Stk Cl C | $50.3M | 2.2% | +10.3% |
| METAMeta Platforms Inc Cl A | $49.6M | 2.2% | +4.5% |
| DASHDoordash Inc Cl A | $47.1M | 2.1% | |
| MSFTMicrosoft Corp Com | $44.8M | 2.0% | +5.4% |
| AGGIshares Core U.s. Aggregate Bond Etf | $43.0M | 1.9% | +10.2% |
| IVVIshares Core S&p 500 Etf | $41.9M | 1.8% | +10.9% |
| VMBSVanguard Mortgage-backed Securities Etf | $32.7M | 1.4% | +43.3% |
| STIPIshares 0-5 Year Tips Bond Etf | $32.2M | 1.4% | +39.5% |
| AMZNAmazon Com Inc Com | $31.1M | 1.4% | +10.1% |
| SPABState Street Spdr Portfolio Aggregate Bond Etf | $30.4M | 1.3% | −2.7% |
| PWZInvesco California Amt-free Municipal Bond Etf | $30.2M | 1.3% | +2.2% |
| PCYInvesco Emerging Markets Sovereign Debt Etf | $28.8M | 1.3% | |
| AVGOBroadcom Inc Com | $28.6M | 1.2% | +3.1% |
| IAGGIshares Core International Aggregate Bond Etf | $26.1M | 1.1% | +5.4% |
| MCHIIshares Msci China Etf | $25.5M | 1.1% | +16.1% |
| IGIBIshares 5-10 Year Investment Grade Corporate Bond Etf | $24.2M | 1.1% | −19.4% |
| XYZBlock Inc Cl A | $24.1M | 1.0% | −11.5% |
| ILFIshares Latin America 40 Etf | $20.5M | 0.9% | +21.1% |
| CMBSIshares Cmbs Etf | $20.0M | 0.9% | −22.1% |
| RBLXRoblox Corp Cl A | $20.0M | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc Com | September 30, 2023 | +465.0% | $14.9M |
| NVDANvidia Corporation Com | September 30, 2023 | +360.0% | $68.3M |
| AVGOBroadcom Inc Com | September 30, 2023 | +354.8% | $28.6M |
| GDXVaneck Gold Miners Etf | September 30, 2023 | +180.4% | $16.0M |
| GOOGLAlphabet Inc Cap Stk Cl A | September 30, 2023 | +173.1% | $87.7M |
| GOOGAlphabet Inc Cap Stk Cl C | September 30, 2023 | +168.0% | $50.3M |
| JPMJpmorgan Chase & Co Com | September 30, 2023 | +125.7% | $16.4M |
| LLYEli Lilly & Co Com | September 30, 2023 | +123.3% | $15.8M |
| IAUIshares Gold Trust | September 30, 2023 | +115.8% | $19.6M |
| GLDSpdr Gold Shares | September 30, 2023 | +114.9% | $14.7M |
Sold off last quarter
- HODLVaneck Bitcoin Etf was $14.0M
- Exxon Mobil Corp ComCUSIP 30231G102 was $12.9M
- IJRIshares Core S&p Small Cap Etf was $2.7M
- Honeywell Intl Inc ComCUSIP 438516106 was $2.1M
- Hologic Inc ComCUSIP 436440101 was $1.1M
- PFEBInnovator U.s. Equity Power Buffer Etf - February was $1.0M
- NFEBInnovator Growth-100 Power Buffer Etf - February was $1.0M
- AOSSmith A O Corp Com was $816K
- Dupont De Nemours Inc ComCUSIP 26614N102 was $708K
- TRMBTrimble Inc Com was $675K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.4% | +14.8% |
| March 31, 2026 | −3.9% | −4.6% |
| December 31, 2025 | +0.1% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +7.1% | +10.5% |
| March 31, 2025 | +0.2% | −4.6% |
| December 31, 2024 | −3.0% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +1.7% | +4.0% |
| March 31, 2024 | +6.5% | +10.0% |
| December 31, 2023 | +7.2% | +11.2% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Syon Capital LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1999353&type=13F-HR&dateb=&owner=include&count=40CIK 1999353
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1999353/000176538026000390/Filed August 14, 2026 · accession 0001765380-26-000390