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Portfolio (Quarterly) Guide ↗

Procyon Advisors, LLC

· CIK 0001804329
13F Portfolio $1.7B AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 507 New
Page 12 of 26  ·  507 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AGG ISHARES TR 11,540.0 $1.2M 0.07% NEW $100.25 -1.9%
222 EEM ISHARES TR 21,547.0 $1.2M 0.07% NEW $53.40 +23.7%
223 ON ON SEMICONDUCTOR CORP Technology 23,318.0 $1.1M 0.07% NEW $49.31 +122.3%
224 MAS MASCO CORP Industrials 15,976.0 $1.1M 0.07% NEW $70.39 -4.6%
225 SPGI S&P GLOBAL INC Financial Services 2,300.0 $1.1M 0.07% NEW $486.71 -14.3%
226 ACWX ISHARES TR 17,040.0 $1.1M 0.07% NEW $65.01 +15.8%
227 WSO WATSCO INC Industrials 2,690.0 $1.1M 0.06% NEW $404.32 -4.4%
228 HOLOGIC INC 16,029.0 $1.1M 0.06% NEW $67.49
229 MTD METTLER TOLEDO INTERNATIONAL Healthcare 877.0 $1.1M 0.06% NEW $1227.61 -11.2%
230 ATO ATMOS ENERGY CORP Utilities 6,232.0 $1.1M 0.06% NEW $170.75 +3.9%
231 VEU VANGUARD INTL EQUITY INDEX F 14,777.0 $1.1M 0.06% NEW $71.37 +15.7%
232 XLE SELECT SECTOR SPDR TR 11,784.0 $1.1M 0.06% NEW $89.34 -33.8%
233 DUK DUKE ENERGY CORP NEW Utilities 8,376.0 $1.0M 0.06% NEW $123.76 +0.7%
234 VXUS VANGUARD STAR FDS 14,025.0 $1.0M 0.06% NEW $73.46 +15.1%
235 KMB KIMBERLY-CLARK CORP Consumer Defensive 7,981.0 $992K 0.06% NEW $124.34 -20.6%
236 DIS DISNEY WALT CO Communication Services 8,609.0 $986K 0.06% NEW $114.50 -9.5%
237 SYK STRYKER CORPORATION Healthcare 2,574.0 $951K 0.06% NEW $369.60 -13.0%
238 ABNB AIRBNB INC Consumer Cyclical 7,726.0 $938K 0.06% NEW $121.42 +10.6%
239 PSA PUBLIC STORAGE OPER CO Real Estate 3,245.0 $937K 0.06% NEW $288.83 +4.9%
240 NVO NOVO-NORDISK A S Healthcare 16,871.0 $936K 0.06% NEW $55.49 -20.0%
Page 12 of 26  ·  507 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 31.4%
Financial Services 14.3%
Consumer Cyclical 11.7%
Industrials 10.3%
Communication Services 9.3%
Healthcare 8.7%
Consumer Defensive 5.2%
Energy 3.5%
Utilities 3.1%
Basic Materials 1.5%