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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 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ONEQ FIDELITY COMWLTH TR 235,512.0 $24.3M 1.05% NEW $103.22 -0.2%
2 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 7,231.0 $7.0M 0.30% NEW $965.01 -14.9%
3 CF CF INDUSTRIES HOLD Basic Materials 22,788.0 $2.5M 0.11% NEW $108.26 +17.5%
4 TPR TAPESTRY INC Consumer Cyclical 14,628.0 $2.1M 0.09% NEW $146.38 -11.1%
5 WDC WESTERN DIGITAL CORP Technology 3,271.0 $2.1M 0.09% NEW $638.72 -29.4%
6 HAS HASBRO INC Consumer Cyclical 24,748.0 $2.0M 0.09% NEW $82.59 +17.1%
7 QQEW FIRST TR EXCHANGE-TRADED FD 9,039.0 $1.4M 0.06% NEW $159.60 +2.8%
8 ROAD CONSTRUCTION PARTNERS INC Industrials 11,561.0 $1.4M 0.06% NEW $118.77 -7.6%
9 SNDK SANDISK CORP Technology 557.0 $1.3M 0.06% NEW $2274.74 -34.9%
10 ICSH ISHARES TR 18,185.0 $920K 0.04% NEW $50.58 -0.1%
11 BUFQ FIRST TR EXCHNG TRADED FD VI 23,408.0 $919K 0.04% NEW $39.27 +0.5%
12 AZN ASTRAZENECA PLC Healthcare 4,845.0 $919K 0.04% NEW $189.63 -10.5%
13 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,610.0 $883K 0.04% NEW $338.16 -0.7%
14 TOTALENERGIES SE 10,275.0 $799K 0.03% NEW $77.76
15 BTI BRITISH AMERN TOB PLC Consumer Defensive 12,894.0 $796K 0.03% NEW $61.76 -8.6%
16 FQAL FIDELITY COVINGTON TRUST 9,473.0 $771K 0.03% NEW $81.36 +4.0%
17 RF REGIONS FINANCIAL CORP NEW Financial Services 25,420.0 $768K 0.03% NEW $30.20 +1.4%
18 MLI MUELLER INDS INC Industrials 5,821.0 $716K 0.03% NEW $122.92 -50.0%
19 AB ACTIVE ETFS INC 26,897.0 $676K 0.03% NEW $25.13
20 KLIC KULICKE & SOFFA INDS INC Technology 4,869.0 $651K 0.03% NEW $133.76 -36.8%
Page 1 of 7  ·  123 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%