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Portfolio (Quarterly) Guide ↗

Procyon Advisors, LLC

· CIK 0001804329
13F Portfolio $2.3B AUM 588 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 123 New 204 Added 218 Reduced 96 Exited
Page 10 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CMS CMS ENERGY CORP Utilities 4,466.0 $342K 0.01% +721.0 +19.2% $76.50 -9.5%
182 CRL CHARLES RIV LABS INTL INC Healthcare 1,474.0 $334K 0.01% +293.0 +24.8% $226.79 +30.1%
183 CDW CDW CORP Technology 2,366.0 $333K 0.01% +72.0 +3.1% $140.64 +0.6%
184 NKE NIKE INC Consumer Cyclical 7,931.0 $326K 0.01% +1K +22.5% $41.05 -6.0%
185 CI THE CIGNA GROUP Healthcare 1,174.0 $324K 0.01% +103.0 +9.6% $275.65 +1.9%
186 PTON PELOTON INTERACTIVE INC Consumer Cyclical 53,307.0 $315K 0.01% +1K +2.1% $5.91 -9.3%
187 VFH VANGUARD WORLD FD 2,315.0 $305K 0.01% +748.0 +47.7% $131.61 +8.1%
188 PCG PG&E CORP Utilities 18,065.0 $304K 0.01% +4K +27.7% $16.82 +8.3%
189 ES EVERSOURCE ENERGY Utilities 4,065.0 $294K 0.01% +740.0 +22.3% $72.27 -0.8%
190 EPI WISDOMTREE TR 6,864.0 $294K 0.01% +552.0 +8.8% $42.78 +0.9%
191 MCN XAI MADISON EQUITY PREMIUM I Financial Services 52,234.0 $288K 0.01% +3K +5.7% $5.52 +2.4%
192 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 19,476.0 $283K 0.01% +7K +52.7% $14.54 -0.7%
193 IJK ISHARES TR 2,325.0 $273K 0.01% +233.0 +11.1% $117.50 -1.8%
194 SOFI SOFI TECHNOLOGIES INC Financial Services 14,702.0 $264K 0.01% +319.0 +2.2% $17.93 +5.1%
195 HEI HEICO CORP NEW Industrials 730.0 $260K 0.01% +4.0 +0.6% $356.19 -2.8%
196 STE STERIS PLC Healthcare 1,180.0 $248K 0.01% +361.0 +44.1% $210.57 +12.4%
197 HYD VANECK ETF TRUST 4,790.0 $247K 0.01% +616.0 +14.8% $51.51 -2.4%
198 EXC EXELON CORP Utilities 5,291.0 $247K 0.01% +347.0 +7.0% $46.62 -4.7%
199 PZA INVESCO EXCH TRADED FD TR II 9,900.0 $233K 0.01% +554.0 +5.9% $23.52 -3.3%
200 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,810.0 $228K 0.01% +141.0 +5.3% $81.16 -8.8%
Page 10 of 11  ·  204 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 34.7%
Financial Services 12.9%
Consumer Cyclical 11.0%
Industrials 10.5%
Healthcare 9.1%
Communication Services 7.5%
Consumer Defensive 5.6%
Energy 3.4%
Utilities 2.6%
Basic Materials 2.0%