SYON CAPITAL LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$1.1T

Holdings

561

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (561 positions)

StockValue
SHWSHERWIN WILLIAMS CO COM
$744.5M
CSXCSX CORP COM
$743.4M
ERICTELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10
$736.8M
MOALTRIA GROUP INC COM
$736.1M
PSXPHILLIPS 66 COM
$721.6M
TMTOYOTA MOTOR CORP ADS
$720.4M
CLCOLGATE PALMOLIVE CO COM
$717.3M
PLDPROLOGIS INC. COM
$717.1M
SHOPSHOPIFY INC CL A
$715.2M
TAT&T INC COM
$708.8M
MUMICRON TECHNOLOGY INC COM
$702.9M
WMBWILLIAMS COS INC COM
$693.8M
ORLYOREILLY AUTOMOTIVE INC COM
$693.7M
ABNBAIRBNB INC COM CL A
$688.5M
CBRECBRE GROUP INC CL A
$680.2M
ABGCENCORA INC COM
$678.8M
XLUUTILITIES SELECT SECTOR SPDR FUND
$674.6M
PCARPACCAR INC COM
$673.6M
UPSUNITED PARCEL SERVICE INC CL B
$670.4M
COFCAPITAL ONE FINL CORP COM
$663.6M
SNPSSYNOPSYS INC COM
$663.0M
TRVTRAVELERS COMPANIES INC COM
$662.9M
AJGGALLAGHER ARTHUR J & CO COM
$662.6M
BDXBECTON DICKINSON & CO COM
$651.7M
APDAIR PRODS & CHEMS INC COM
$647.7M
CMGCHIPOTLE MEXICAN GRILL INC COM
$645.3M
GEVGE VERNOVA INC COM
$645.0M
EOGEOG RES INC COM
$642.7M
HLNHALEON PLC SPON ADS
$640.5M
SBUXSTARBUCKS CORP COM
$639.3M
SPNTSIRIUSPOINT LTD COM
$638.0M
NBIXNEUROCRINE BIOSCIENCES INC COM
$636.9M
CEGCONSTELLATION ENERGY CORP COM
$636.3M
BPBP PLC SPONSORED ADR
$634.8M
BMOBANK MONTREAL QUE COM
$628.7M
RHCRH PLC ORD
$628.6M
KMBKIMBERLY-CLARK CORP COM
$626.1M
APLSAPELLIS PHARMACEUTICALS INC COM
$620.8M
HLTHILTON WORLDWIDE HLDGS INC COM
$619.9M
TRITHOMSON REUTERS CORP COM
$618.4M
DDDUPONT DE NEMOURS INC COM
$616.4M
MDLZMONDELEZ INTL INC CL A
$616.4M
GWWGRAINGER W W INC COM
$614.6M
TDTORONTO DOMINION BK ONT COM NEW
$614.0M
JBBBJANUS HENDERSON B-BBB CLO ETF
$611.4M
HCAHCA HEALTHCARE INC COM
$604.0M
BIIBBIOGEN INC COM
$602.0M
LENLENNAR CORP CL A
$601.9M
AZOAUTOZONE INC COM
$598.8M
TRVCCITIGROUP INC COM NEW
$595.4M
GDGENERAL DYNAMICS CORP COM
$592.7M
CITCINTAS CORP COM
$592.1M
DFSEURDISCOVER FINL SVCS COM
$591.5M
AIGAMERICAN INTL GROUP INC COM NEW
$588.7M
DYHTARGET CORP COM
$588.6M
IDIINTERDIGITAL INC COM
$583.6M
RFREGIONS FINANCIAL CORP NEW COM
$583.2M
RCLROYAL CARIBBEAN GROUP COM
$577.4M
ROPROPER TECHNOLOGIES INC COM
$570.3M
NPKNATIONAL PRESTO INDS INC COM
$568.6M
BNBROOKFIELD CORP CL A LTD VT SH
$561.7M
WELLWELLTOWER INC COM
$555.2M
GLWCORNING INC COM
$553.8M
ARGXARGENX SE SPONSORED ADR
$551.7M
BACVERIZON COMMUNICATIONS INC COM
$549.5M
VMCVULCAN MATLS CO COM
$549.0M
RELXRELX PLC SPONSORED ADR
$548.2M
DHID R HORTON INC COM
$546.9M
PCVXVAXCYTE INC COM
$546.1M
GRMNGARMIN LTD SHS
$543.2M
AGCOAGCO CORP COM
$533.8M
KGCKINROSS GOLD CORP COM
$528.6M
PHMPULTE GROUP INC COM
$522.3M
PYPLPAYPAL HLDGS INC COM
$522.0M
ALCALCON AG ORD SHS
$520.4M
BMRNBIOMARIN PHARMACEUTICAL INC COM
$519.8M
KELKELLANOVA COM
$517.3M
FTNTFORTINET INC COM
$509.1M
NSCNORFOLK SOUTHN CORP COM
$507.7M
DVNDEVON ENERGY CORP NEW COM
$506.0M
T7DTRANSDIGM GROUP INC COM
$505.6M
TECK/BTECK RESOURCES LTD CL B
$504.6M
SRPTSAREPTA THERAPEUTICS INC COM
$500.0M
PG4PRINCIPAL FINANCIAL GROUP INC COM
$498.6M
SNNSMITH & NEPHEW PLC SPDN ADR NEW
$497.7M
PRUPRUDENTIAL FINL INC COM
$493.4M
AG8AGILENT TECHNOLOGIES INC COM
$493.2M
RSGREPUBLIC SVCS INC COM
$492.7M
SWTXSPRINGWORKS THERAPEUTICS INC COM
$489.8M
EQIXEQUINIX INC COM
$485.7M
TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
$485.6M
JAAAJANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
$484.5M
CARRCARRIER GLOBAL CORPORATION COM
$483.9M
YUMYUM BRANDS INC COM
$481.8M
XLEENERGY SELECT SECTOR SPDR FUND
$479.1M
UBSUBS GROUP AG SHS
$477.7M
EMREMERSON ELEC CO COM
$473.2M
TELTE CONNECTIVITY PLC ORD SHS
$470.5M
SRRKSCHOLAR ROCK HLDG CORP COM
$467.6M
CASYCASEYS GEN STORES INC COM
$465.6M
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