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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 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HEI HEICO CORP NEW Industrials 726.0 $235K 0.01% NEW $323.59 -6.9%
62 PWR QUANTA SVCS INC Industrials 555.0 $234K 0.01% NEW $422.07 +68.2%
63 AAXJ ISHARES TR 2,500.0 $233K 0.01% NEW $93.12 +22.7%
64 FCX FREEPORT-MCMORAN INC Basic Materials 4,556.0 $231K 0.01% NEW $50.79 +22.7%
65 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 3,358.0 $230K 0.01% NEW $68.36 -11.8%
66 ES EVERSOURCE ENERGY Utilities 3,325.0 $224K 0.01% NEW $67.33 +3.4%
67 SAIA SAIA INC Industrials 658.0 $215K 0.01% NEW $326.52 +42.9%
68 MCO MOODYS CORP Financial Services 418.0 $213K 0.01% NEW $510.72 -12.8%
69 LPLA LPL FINL HLDGS INC Financial Services 596.0 $213K 0.01% NEW $357.44 -19.5%
70 DAL DELTA AIR LINES INC DEL Industrials 3,048.0 $212K 0.01% NEW $69.39 +9.0%
71 VMC VULCAN MATLS CO Basic Materials 738.0 $211K 0.01% NEW $285.40 -7.8%
72 VFH VANGUARD WORLD FD 1,567.0 $209K 0.01% NEW $133.48 -4.8%
73 COIN COINBASE GLOBAL INC Financial Services 909.0 $206K 0.01% NEW $226.14 -14.4%
74 HEICO CORP NEW 813.0 $205K 0.01% NEW $252.36
75 SCEC CAPITOL SER TR 8,004.0 $203K 0.01% NEW $25.35 -1.9%
76 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 2,961.0 $202K 0.01% NEW $68.23 +12.2%
77 VIRTUS DIVIDEND INTEREST & P 15,305.0 $197K 0.01% NEW $12.89
78 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 12,755.0 $196K 0.01% NEW $15.34 -3.4%
79 MARA MARA HOLDINGS INC Financial Services 18,225.0 $164K 0.01% NEW $8.98 +50.9%
80 USA LIBERTY ALL STAR EQUITY FD Financial Services 25,473.0 $160K 0.01% NEW $6.28 -8.0%
Page 4 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%