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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 9 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DEM WISDOMTREE TR 8,653.0 $465K 0.02% +685.0 +8.6% $53.79 +3.2%
162 DGRO ISHARES TR 5,943.0 $450K 0.02% +1K +33.0% $75.79 +5.2%
163 FE FIRSTENERGY CORP Utilities 9,286.0 $441K 0.02% +4K +65.8% $47.54 -1.7%
164 RMD RESMED INC Healthcare 2,228.0 $434K 0.02% +794.0 +55.4% $194.88 +20.9%
165 BIIB BIOGEN INC Healthcare 2,005.0 $433K 0.02% +608.0 +43.5% $216.06 +2.3%
166 BINC BLACKROCK ETF TRUST II 8,031.0 $420K 0.02% +1K +14.3% $52.34 -0.4%
167 LH LABCORP HOLDINGS INC Healthcare 1,449.0 $406K 0.02% +575.0 +65.8% $280.00 +19.9%
168 MMM 3M CO Industrials 2,458.0 $398K 0.02% +172.0 +7.5% $161.91 +11.2%
169 SHEL SHELL PLC Energy 5,105.0 $396K 0.02% +2K +51.6% $77.55 +17.5%
170 DAL DELTA AIR LINES INC Industrials 4,188.0 $392K 0.02% +1K +37.4% $93.66 -11.3%
171 REGN REGENERON PHARMACEUTICALS Healthcare 607.0 $378K 0.02% +167.0 +38.0% $623.54 +30.7%
172 VTRS VIATRIS INC Healthcare 23,345.0 $371K 0.02% +9K +62.4% $15.88 +6.1%
173 FNDX SCHWAB STRATEGIC TR 11,904.0 $370K 0.02% +1K +9.5% $31.10 +4.8%
174 TMUS T-MOBILE US INC Communication Services 2,203.0 $369K 0.02% +554.0 +33.6% $167.71 +7.1%
175 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,718.0 $364K 0.02% +708.0 +7.1% $34.00 +9.9%
176 WELL WELLTOWER INC Real Estate 1,600.0 $363K 0.02% +108.0 +7.2% $226.97 +6.5%
177 ITW ILLINOIS TOOL WKS INC Industrials 1,342.0 $363K 0.02% +143.0 +11.9% $270.54 +5.5%
178 AIRR FIRST TR EXCHANGE TRADED FD 2,669.0 $356K 0.01% +171.0 +6.8% $133.25 -15.4%
179 UHS UNIVERSAL HLTH SVCS INC Healthcare 2,375.0 $353K 0.01% +734.0 +44.7% $148.70 +20.2%
180 EME EMCOR GROUP INC Industrials 424.0 $352K 0.01% +81.0 +23.6% $829.97 -8.0%
Page 9 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%