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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 8 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MTD METTLER TOLEDO INTERNATIONAL Healthcare 953.0 $1.3M 0.07% +76.0 +8.7% $1394.19 -21.8%
142 ACWX ISHARES TR 19,659.0 $1.3M 0.07% +3K +15.4% $67.13 +12.2%
143 COP CONOCOPHILLIPS Energy 14,048.0 $1.3M 0.07% +218.0 +1.6% $93.61 +28.8%
144 CGGO CAPITAL GROUP GBL GROWTH EQT 36,901.0 $1.3M 0.06% +3K +8.8% $34.65 +14.0%
145 SPGI S&P GLOBAL INC Financial Services 2,443.0 $1.3M 0.06% +143.0 +6.2% $522.63 -20.2%
146 ABNB AIRBNB INC Consumer Cyclical 9,254.0 $1.3M 0.06% +2K +19.8% $135.72 -1.1%
147 BX BLACKSTONE INC Financial Services 8,131.0 $1.3M 0.06% +4K +92.3% $154.14 -23.1%
148 MDLZ MONDELEZ INTL INC Consumer Defensive 23,008.0 $1.2M 0.06% +151.0 +0.7% $53.83 +14.2%
149 JEPQ J P MORGAN EXCHANGE TRADED F 20,887.0 $1.2M 0.06% +464.0 +2.3% $58.12 +3.4%
150 PAYC PAYCOM SOFTWARE INC Technology 7,439.0 $1.2M 0.06% +754.0 +11.3% $159.36 -15.7%
151 HPQ HP INC Technology 51,973.0 $1.2M 0.06% +7K +16.7% $22.28 -1.7%
152 SHW SHERWIN WILLIAMS CO Basic Materials 3,549.0 $1.1M 0.06% +2K +124.8% $324.01 -5.0%
153 NOC NORTHROP GRUMMAN CORP Industrials 2,004.0 $1.1M 0.06% +1K +258.5% $570.16 -3.3%
154 HON HONEYWELL INTL INC Industrials 5,649.0 $1.1M 0.05% +144.0 +2.6% $195.09 +14.7%
155 ROK ROCKWELL AUTOMATION INC Industrials 2,779.0 $1.1M 0.05% +937.0 +50.9% $389.07 +12.1%
156 CORPAY INC 3,571.0 $1.1M 0.05% +804.0 +29.1% $300.93
157 SO SOUTHERN CO Utilities 12,250.0 $1.1M 0.05% +4K +50.8% $87.20 +7.4%
158 DIS DISNEY WALT CO Communication Services 9,084.0 $1.0M 0.05% +475.0 +5.5% $113.76 -9.0%
159 KO COCA COLA CO Consumer Defensive 14,683.0 $1.0M 0.05% +2K +13.3% $69.91 +16.1%
160 UBER UBER TECHNOLOGIES INC Technology 12,000.0 $981K 0.05% +4K +54.1% $81.71 -8.7%
Page 8 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%