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Portfolio (Quarterly) Guide ↗

Procyon Advisors, LLC

· CIK 0001804329
13F Portfolio $2.0B AUM 561 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 96 New 243 Added 150 Reduced 42 Exited
Page 10 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WMB WILLIAMS COS INC Energy 11,110.0 $668K 0.03% +644.0 +6.2% $60.11 +29.6%
182 VGSH VANGUARD SCOTTSDALE FDS 10,806.0 $635K 0.03% +2K +17.2% $58.73 -0.9%
183 AEE AMEREN CORP Utilities 6,269.0 $626K 0.03% +219.0 +3.6% $99.86 +10.0%
184 AVY AVERY DENNISON CORP Industrials 3,436.0 $625K 0.03% +1K +76.6% $181.88 -12.6%
185 TGT TARGET CORP Consumer Defensive 6,286.0 $614K 0.03% +1K +22.2% $97.76 +25.1%
186 SBUX STARBUCKS CORP Consumer Cyclical 7,102.0 $598K 0.03% +658.0 +10.2% $84.21 +26.5%
187 DVY ISHARES TR 4,179.0 $590K 0.03% +571.0 +15.8% $141.14 +9.2%
188 VBR VANGUARD INDEX FDS 2,772.0 $587K 0.03% +291.0 +11.7% $211.79 +9.0%
189 HRL HORMEL FOODS CORP Consumer Defensive 23,978.0 $568K 0.03% +2K +7.4% $23.70 -11.1%
190 WFC WELLS FARGO CO NEW Financial Services 6,023.0 $561K 0.03% +919.0 +18.0% $93.19 -18.7%
191 SYNOVUS FINL CORP 11,186.0 $560K 0.03% +1K +15.4% $50.05
192 VGT VANGUARD WORLD FD 741.0 $558K 0.03% +33.0 +4.7% $753.68 -84.8%
193 XLK SELECT SECTOR SPDR TR 3,857.0 $555K 0.03% +2K +133.6% $143.96 +24.1%
194 PSTG PURE STORAGE INC Technology 8,162.0 $547K 0.03% +224.0 +2.8% $67.01 +25.1%
195 EMR EMERSON ELEC CO Industrials 4,113.0 $546K 0.03% +2K +66.9% $132.71 +1.6%
196 CGUS CAPITAL GROUP CORE EQUITY ET 12,878.0 $518K 0.03% +416.0 +3.3% $40.23 +8.4%
197 IWN ISHARES TR 2,781.0 $504K 0.03% +247.0 +9.8% $181.19 +15.8%
198 AMG AFFILIATED MANAGERS GROUP IN Financial Services 1,730.0 $499K 0.03% +82.0 +5.0% $288.28 +5.0%
199 XLI SELECT SECTOR SPDR TR 3,205.0 $497K 0.03% +146.0 +4.8% $155.14 +9.9%
200 XLF SELECT SECTOR SPDR TR 8,811.0 $483K 0.02% +536.0 +6.5% $54.77 -5.6%
Page 10 of 13  ·  243 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.0%
Financial Services 23.6%
Consumer Cyclical 10.6%
Industrials 9.0%
Healthcare 8.4%
Communication Services 8.1%
Consumer Defensive 4.5%
Energy 3.3%
Utilities 2.5%
Basic Materials 1.5%