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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 12 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 OCGN OCUGEN INC Healthcare 224,100.0 $303K 0.01% +13K +6.2% $1.35 +0.0%
222 KEX KIRBY CORP Industrials 2,733.0 $301K 0.01% +121.0 +4.6% $110.18 +32.2%
223 MCN XAI MADISON EQUITY PREMIUM I Financial Services 49,421.0 $297K 0.01% +877.0 +1.8% $6.00 -2.5%
224 J JACOBS SOLUTIONS INC Industrials 2,233.0 $296K 0.01% +728.0 +48.4% $132.46 -13.9%
225 SDY SPDR SERIES TRUST 2,101.0 $292K 0.01% +296.0 +16.4% $139.19 +6.9%
226 NSC NORFOLK SOUTHN CORP Industrials 997.0 $288K 0.01% +255.0 +34.4% $288.72 +7.9%
227 IWV ISHARES TR 742.0 $287K 0.01% +176.0 +31.1% $386.84 +8.7%
228 CARR CARRIER GLOBAL CORPORATION Industrials 5,267.0 $278K 0.01% +199.0 +3.9% $52.84 +17.7%
229 CTVA CORTEVA INC Basic Materials 4,112.0 $276K 0.01% +93.0 +2.3% $67.03 +17.9%
230 GLW CORNING INC Technology 3,146.0 $275K 0.01% +268.0 +9.3% $87.56 +119.2%
231 NVTS NAVITAS SEMICONDUCTOR CORP Technology 36,625.0 $262K 0.01% +17K +83.1% $7.14 +241.5%
232 ITA ISHARES TR 1,202.0 $258K 0.01% +20.0 +1.7% $214.69 +3.9%
233 TDG TRANSDIGM GROUP INC Industrials 180.0 $240K 0.01% +23.0 +14.7% $1333.43 -10.1%
234 CDNS CADENCE DESIGN SYSTEM INC Technology 756.0 $236K 0.01% +184.0 +32.2% $312.58 +14.7%
235 PCG PG&E CORP Utilities 14,145.0 $227K 0.01% +3K +22.9% $16.07 +2.3%
236 IMCG ISHARES TR 2,807.0 $224K 0.01% +211.0 +8.1% $79.84 +13.4%
237 KNSL KINSALE CAP GROUP INC Financial Services 558.0 $218K 0.01% +80.0 +16.7% $391.12 -20.2%
238 EXC EXELON CORP Utilities 4,944.0 $215K 0.01% +369.0 +8.1% $43.59 +4.0%
239 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 2,669.0 $214K 0.01% +61.0 +2.3% $80.30 -2.3%
240 EME EMCOR GROUP INC Industrials 343.0 $210K 0.01% +13.0 +3.9% $611.82 +38.8%
Page 12 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%