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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 7 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 INTU INTUIT Technology 4,743.0 $1.2M 0.05% +1K +32.1% $261.00 +32.6%
122 ATO ATMOS ENERGY CORP Utilities 6,944.0 $1.2M 0.05% +711.0 +11.4% $172.27 -3.1%
123 PLD PROLOGIS INC. Real Estate 8,327.0 $1.1M 0.05% +1K +14.5% $135.47 +5.2%
124 MTB M & T BK CORP Financial Services 4,698.0 $1.1M 0.05% +86.0 +1.9% $238.03 +0.1%
125 IWM ISHARES TR 3,571.0 $1.1M 0.05% +391.0 +12.3% $300.48 -0.5%
126 CGGR CAPITAL GROUP GROWTH ETF 22,336.0 $1.1M 0.04% +11K +94.3% $47.20 -0.1%
127 SWK STANLEY BLACK & DECKER INC Industrials 11,075.0 $1.0M 0.04% +2K +19.7% $94.12 +6.0%
128 VT VANGUARD INTL EQUITY INDEX F 6,389.0 $1.0M 0.04% +405.0 +6.8% $156.95 +2.8%
129 HSY HERSHEY CO Consumer Defensive 5,658.0 $993K 0.04% +4K +232.4% $175.45 +3.0%
130 SRE SEMPRA Utilities 10,544.0 $978K 0.04% +1K +10.9% $92.71 -9.0%
131 BMY BRISTOL-MYERS SQUIBB CO Healthcare 16,718.0 $963K 0.04% +1K +8.2% $57.62 +16.9%
132 GLW CORNING INC Technology 3,720.0 $950K 0.04% +574.0 +18.2% $255.43 -40.7%
133 TGT TARGET CORP Consumer Defensive 7,188.0 $939K 0.04% +902.0 +14.3% $130.61 +27.4%
134 CVS CVS HEALTH CORP Healthcare 9,011.0 $932K 0.04% +5K +108.0% $103.45 -9.8%
135 BND VANGUARD BD INDEX FDS 12,525.0 $919K 0.04% +2K +14.5% $73.41 -1.1%
136 JAVA J P MORGAN EXCHANGE TRADED F 11,558.0 $918K 0.04% +6K +96.1% $79.41 +4.5%
137 QUAL ISHARES TR 3,936.0 $864K 0.04% +575.0 +17.1% $219.42 +2.2%
138 JGRO J P MORGAN EXCHANGE TRADED F 8,530.0 $841K 0.04% +4K +92.7% $98.59 -3.8%
139 SPG SIMON PPTY GROUP INC NEW Real Estate 3,663.0 $819K 0.04% +1K +67.4% $223.65 -3.4%
140 DUK DUKE ENERGY CORP NEW Utilities 6,356.0 $805K 0.04% +322.0 +5.3% $126.58 -4.6%
Page 7 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%