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Portfolio (Quarterly) Guide ↗

Procyon Advisors, LLC

· CIK 0001804329
13F Portfolio $2.0B AUM 561 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 96 New 243 Added 150 Reduced 42 Exited
Page 2 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DT DYNATRACE INC Technology 20,219.0 $876K 0.04% NEW $43.34 -9.7%
22 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 8,950.0 $682K 0.03% NEW $76.23 -11.4%
23 PUT TESLA INC 1,200.0 $540K 0.03% NEW $449.72
24 CGGR CAPITAL GROUP GROWTH ETF 11,496.0 $511K 0.03% NEW $44.47 +3.6%
25 SNPS SYNOPSYS INC Technology 1,033.0 $485K 0.02% NEW $469.72 +6.2%
26 SMH VANECK ETF TRUST 1,329.0 $479K 0.02% NEW $360.08 +57.6%
27 DTM DT MIDSTREAM INC Energy 3,563.0 $426K 0.02% NEW $119.68 +24.7%
28 JAVA J P MORGAN EXCHANGE TRADED F 5,894.0 $423K 0.02% NEW $71.72 +6.3%
29 JGRO J P MORGAN EXCHANGE TRADED F 4,426.0 $411K 0.02% NEW $92.80 +4.6%
30 SPG SIMON PPTY GROUP INC NEW Real Estate 2,188.0 $405K 0.02% NEW $185.11 +10.3%
31 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,950.0 $396K 0.02% NEW $203.19 +66.1%
32 PAA PLAINS ALL AMERN PIPELINE L Energy 21,789.0 $391K 0.02% NEW $17.96 +31.8%
33 FISV FISERV INC Technology 5,808.0 $390K 0.02% NEW $67.17 -16.9%
34 CALL NEBIUS GROUP N.V. 4,500.0 $377K 0.02% NEW $83.70
35 A AGILENT TECHNOLOGIES INC Healthcare 2,738.0 $373K 0.02% NEW $136.06 -15.6%
36 EWS ISHARES INC 13,500.0 $371K 0.02% NEW $27.51 +7.3%
37 HROW HARROW INC Healthcare 7,345.0 $360K 0.02% NEW $49.00 -32.7%
38 VLTO VERALTO CORP Industrials 3,534.0 $353K 0.02% NEW $99.77 -13.6%
39 UNILEVER PLC 4,925.0 $322K 0.02% NEW $65.40
40 ESGU ISHARES TR 2,148.0 $320K 0.02% NEW $148.98 +8.7%
Page 2 of 5  ·  96 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 28.0%
Financial Services 23.6%
Consumer Cyclical 10.6%
Industrials 9.0%
Healthcare 8.4%
Communication Services 8.1%
Consumer Defensive 4.5%
Energy 3.3%
Utilities 2.5%
Basic Materials 1.5%