BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 6 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1,376.0 $1.8M 0.08% +423.0 +44.4% $1277.51 +9.8%
102 MGK VANGUARD WORLD FD 19,763.0 $1.7M 0.07% +16K +389.2% $87.91 +0.8%
103 UPS UNITED PARCEL SVCS INC Industrials 15,429.0 $1.7M 0.07% +8K +121.4% $107.50 -0.7%
104 T AT&T INC Communication Services 79,304.0 $1.6M 0.07% +13K +19.4% $20.70 +25.0%
105 DPZ DOMINOS PIZZA INC Consumer Cyclical 5,499.0 $1.6M 0.07% +1K +37.2% $296.03 +16.4%
106 CGGO CAPITAL GROUP GBL GROWTH EQT 38,045.0 $1.6M 0.07% +1K +3.1% $42.33 -4.1%
107 ROK ROCKWELL AUTOMATION INC Industrials 3,102.0 $1.5M 0.07% +323.0 +11.6% $495.08 -12.9%
108 SIGI SELECTIVE INS GROUP INC Financial Services 15,672.0 $1.5M 0.07% +970.0 +6.6% $97.01 -4.5%
109 ADSK AUTODESK INC Technology 7,768.0 $1.5M 0.07% +351.0 +4.7% $194.43 +29.5%
110 SO SOUTHERN CO Utilities 15,573.0 $1.5M 0.06% +3K +27.1% $95.71 -5.9%
111 KO COCA COLA CO Consumer Defensive 18,174.0 $1.5M 0.06% +3K +23.8% $81.27 +11.4%
112 SMH VANECK ETF TRUST 2,245.0 $1.5M 0.06% +916.0 +68.9% $655.99 -15.5%
113 EEM ISHARES TR 21,414.0 $1.5M 0.06% +590.0 +2.8% $68.41 -1.7%
114 LOW LOWES COS INC Consumer Cyclical 6,576.0 $1.4M 0.06% +267.0 +4.2% $220.50 -3.9%
115 DTE DTE ENERGY CO Utilities 9,128.0 $1.4M 0.06% +840.0 +10.1% $152.36 -9.8%
116 JEPQ J P MORGAN EXCHANGE TRADED F 22,239.0 $1.4M 0.06% +1K +6.5% $61.46 -2.8%
117 LIN LINDE PLC Basic Materials 2,632.0 $1.4M 0.06% +2K +133.3% $518.98 -5.5%
118 PFE PFIZER INC Healthcare 55,347.0 $1.3M 0.06% +2K +3.8% $24.08 +17.9%
119 GEV GE VERNOVA INC Utilities 1,100.0 $1.3M 0.06% +11.0 +1.0% $1174.39 -19.6%
120 VXUS VANGUARD STAR FDS 14,738.0 $1.3M 0.05% +1K +10.6% $85.49 +2.8%
Page 6 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%