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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 1 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 TYL TYLER TECHNOLOGIES INC Technology 3,878 $1.8M 0.09% SOLD
2 BSX BOSTON SCIENTIFIC CORP Healthcare 16,878 $1.6M 0.08% SOLD
3 HOLOGIC INC 18,973 $1.4M 0.07% SOLD
4 PAYC PAYCOM SOFTWARE INC Technology 7,439 $1.2M 0.06% SOLD
5 HPQ HP INC Technology 51,973 $1.2M 0.06% SOLD
6 HON HONEYWELL INTL INC Industrials 5,649 $1.1M 0.05% SOLD
7 MKL MARKEL GROUP INC Financial Services 425 $913K 0.04% SOLD
8 VST VISTRA CORP Utilities 5,635 $909K 0.04% SOLD
9 CACI CACI INTL INC Technology 1,484 $791K 0.04% SOLD
10 BERKSHIRE HATHAWAY INC DEL 1 $755K 0.04% SOLD
11 ASTRAZENECA PLC 7,911 $727K 0.04% SOLD
12 TRMB TRIMBLE INC Technology 9,030 $708K 0.04% SOLD
13 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 8,950 $682K 0.03% SOLD
14 AVY AVERY DENNISON CORP Industrials 3,436 $625K 0.03% SOLD
15 CASY CASEYS GEN STORES INC Consumer Cyclical 1,113 $615K 0.03% SOLD
16 WRB BERKLEY W R CORP Financial Services 8,162 $572K 0.03% SOLD
17 HRL HORMEL FOODS CORP Consumer Defensive 23,978 $568K 0.03% SOLD
18 SYNOVUS FINL CORP 11,186 $560K 0.03% SOLD
19 PUT TESLA INC 1,200 $540K 0.03% SOLD
20 GDDY GODADDY INC Technology 4,268 $530K 0.03% SOLD
Page 1 of 5  ·  96 positions
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%