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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 3 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SOXX ISHARES TR 987.0 $297K 0.01% NEW $301.00 +74.4%
42 BITX VOLATILITY SHS TR 10,250.0 $284K 0.01% NEW $27.74 -32.4%
43 QNST QUINSTREET INC Communication Services 19,428.0 $279K 0.01% NEW $14.37 -16.6%
44 AEM AGNICO EAGLE MINES LTD Basic Materials 1,643.0 $278K 0.01% NEW $169.50 +4.9%
45 WELL WELLTOWER INC Real Estate 1,492.0 $277K 0.01% NEW $185.57 +17.8%
46 INCY INCYTE CORP Healthcare 2,800.0 $277K 0.01% NEW $98.77 -1.4%
47 IUSB ISHARES TR 5,923.0 $276K 0.01% NEW $46.54 -1.6%
48 PECO PHILLIPS EDISON & CO INC Real Estate 7,499.0 $267K 0.01% NEW $35.57 +13.9%
49 MPWR MONOLITHIC PWR SYS INC Technology 294.0 $266K 0.01% NEW $906.36 +72.3%
50 CMS CMS ENERGY CORP Utilities 3,745.0 $262K 0.01% NEW $69.93 +5.3%
51 FAF FIRST AMERN FINL CORP Financial Services 4,243.0 $261K 0.01% NEW $61.44 +10.4%
52 LHX L3HARRIS TECHNOLOGIES INC Industrials 879.0 $258K 0.01% NEW $293.60 +4.3%
53 IREN IREN LIMITED Financial Services 6,757.0 $255K 0.01% NEW $37.77 +53.7%
54 F FORD MTR CO Consumer Cyclical 19,212.0 $252K 0.01% NEW $13.12 +4.2%
55 ARCC ARES CAPITAL CORP Financial Services 12,235.0 $248K 0.01% NEW $20.23 -7.4%
56 SHEL SHELL PLC Energy 3,368.0 $247K 0.01% NEW $73.48 +18.0%
57 BIIB BIOGEN INC Healthcare 1,397.0 $246K 0.01% NEW $175.99 +7.7%
58 SPOT SPOTIFY TECHNOLOGY S A Communication Services 412.0 $239K 0.01% NEW $580.96 -25.4%
59 TD TORONTO DOMINION BK ONT Financial Services 2,513.0 $237K 0.01% NEW $94.20 +16.3%
60 CRL CHARLES RIV LABS INTL INC Healthcare 1,181.0 $236K 0.01% NEW $199.48 -20.4%
Page 3 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%