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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 2 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LGND LIGAND PHARMACEUTICALS INC Healthcare 2,055.0 $650K 0.03% NEW $316.09 -10.9%
22 AZZ AZZ INC Industrials 4,078.0 $632K 0.03% NEW $155.05 -10.7%
23 VRT VERTIV HOLDINGS CO Industrials 1,887.0 $632K 0.03% NEW $334.85 -23.6%
24 PJT PJT PARTNERS INC Financial Services 4,129.0 $623K 0.03% NEW $150.94 +15.7%
25 PINNACLE FINL PARTNERS INC 5,915.0 $597K 0.03% NEW $100.88
26 BWA BORGWARNER INC Consumer Cyclical 8,758.0 $582K 0.03% NEW $66.40 -2.0%
27 SPXC SPX TECHNOLOGIES INC Industrials 2,371.0 $581K 0.03% NEW $245.17 -18.0%
28 AOR ISHARES TR 7,869.0 $547K 0.02% NEW $69.50 +0.9%
29 MATX MATSON INC Industrials 2,842.0 $546K 0.02% NEW $192.23 +15.9%
30 DGX QUEST DIAGNOSTICS INC Healthcare 2,542.0 $539K 0.02% NEW $211.95 +15.4%
31 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5,353.0 $519K 0.02% NEW $96.89 +5.8%
32 BCTK BARON ETF TR 15,832.0 $514K 0.02% NEW $32.48 -8.4%
33 TDC TERADATA CORP DEL Technology 14,594.0 $506K 0.02% NEW $34.65 -21.0%
34 CVCO CAVCO INDS INC DEL Consumer Cyclical 823.0 $506K 0.02% NEW $614.38 -4.3%
35 PLAB PHOTRONICS INC Technology 15,326.0 $499K 0.02% NEW $32.53 -9.9%
36 CRVL CORVEL CORP Financial Services 7,934.0 $496K 0.02% NEW $62.52 +12.2%
37 CORT CORCEPT THERAPEUTICS INC Healthcare 5,606.0 $487K 0.02% NEW $86.95 +42.1%
38 EVR EVERCORE INC Financial Services 1,391.0 $475K 0.02% NEW $341.39 -15.2%
39 ATEN A10 NETWORKS INC Technology 12,561.0 $469K 0.02% NEW $37.36 -32.7%
40 ISCG ISHARES TR 7,139.0 $468K 0.02% NEW $65.54 -1.4%
Page 2 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%