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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 8 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VGT VANGUARD WORLD FD 6,605.0 $789K 0.03% +6K +791.4% $119.52 -1.3%
142 AEE AMEREN CORP Utilities 6,677.0 $755K 0.03% +408.0 +6.5% $113.04 -4.7%
143 CTVA CORTEVA INC Basic Materials 8,809.0 $746K 0.03% +5K +114.2% $84.69 -2.1%
144 APH AMPHENOL CORP Technology 4,180.0 $737K 0.03% +1K +45.6% $176.31 -8.5%
145 APOS APOLLO GLOBAL MGMT INC 6,202.0 $734K 0.03% +771.0 +14.2% $118.31
146 CENCORA INC 2,535.0 $717K 0.03% +377.0 +17.5% $282.98
147 AEP AMERICAN ELEC PWR CO INC Utilities 5,005.0 $685K 0.03% +811.0 +19.3% $136.80 -9.8%
148 OCGN OCUGEN INC Healthcare 440,738.0 $674K 0.03% +217K +96.7% $1.53 -7.8%
149 RACE FERRARI N V Consumer Cyclical 1,808.0 $673K 0.03% +941.0 +108.5% $372.36 +10.9%
150 KR KROGER CO Consumer Defensive 10,568.0 $587K 0.03% +1K +11.7% $55.53 +5.4%
151 ADI ANALOG DEVICES INC Technology 1,473.0 $585K 0.03% +217.0 +17.3% $397.06 -6.4%
152 DTM DT MIDSTREAM INC Energy 3,933.0 $577K 0.03% +370.0 +10.4% $146.74 -9.7%
153 CGUS CAPITAL GROUP CORE EQUITY ET 12,948.0 $576K 0.03% +70.0 +0.5% $44.48 +1.6%
154 BOND PIMCO ETF TR 5,910.0 $545K 0.02% +400.0 +7.3% $92.21 -1.4%
155 C CITIGROUP INC Financial Services 3,875.0 $542K 0.02% +686.0 +21.5% $139.95 -4.6%
156 PNC PNC FINL SVCS GROUP INC Financial Services 2,138.0 $526K 0.02% +250.0 +13.2% $246.22 -0.6%
157 FIX COMFORT SYS USA INC Industrials 253.0 $502K 0.02% +16.0 +6.8% $1982.27 -18.5%
158 IYH ISHARES TR 7,478.0 $501K 0.02% +1K +19.6% $67.01 +9.5%
159 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,023.0 $472K 0.02% +265.0 +15.1% $233.11 +1.9%
160 VIG VANGUARD SPECIALIZED FUNDS 1,981.0 $469K 0.02% +422.0 +27.1% $236.62 +3.2%
Page 8 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%