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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 4 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WDFC WD 40 CO Basic Materials 1,348.0 $328K 0.01% NEW $243.64 -12.1%
62 COKE COCA COLA CONS INC Consumer Defensive 1,693.0 $323K 0.01% NEW $190.90 +2.9%
63 KHC KRAFT HEINZ CO Consumer Defensive 13,288.0 $314K 0.01% NEW $23.62 +7.2%
64 ALGN ALIGN TECHNOLOGY INC Healthcare 1,856.0 $313K 0.01% NEW $168.66 -5.4%
65 HLIT HARMONIC INC Technology 18,680.0 $305K 0.01% NEW $16.33 -24.6%
66 IGPT INVESCO EXCHANGE TRADED FD T 2,877.0 $299K 0.01% NEW $104.10 -12.3%
67 FLEX FLEX LTD Technology 1,834.0 $297K 0.01% NEW $162.07 -32.6%
68 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 15,609.0 $291K 0.01% NEW $18.64 +3.1%
69 KFY KORN FERRY Industrials 4,336.0 $289K 0.01% NEW $66.58 +26.8%
70 SPYV SPDR SERIES TRUST 4,619.0 $281K 0.01% NEW $60.79 +4.6%
71 DXCM DEXCOM INC Healthcare 4,088.0 $275K 0.01% NEW $67.35 +32.4%
72 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,963.0 $273K 0.01% NEW $139.09 -2.9%
73 TER TERADYNE INC Technology 563.0 $273K 0.01% NEW $484.24 -24.3%
74 SSO PROSHARES TR 4,000.0 $270K 0.01% NEW $67.39 +4.1%
75 ADEA ADEIA INC Technology 8,123.0 $267K 0.01% NEW $32.93 -17.6%
76 INSW INTERNATIONAL SEAWAYS INC Energy 3,413.0 $261K 0.01% NEW $76.59 +29.3%
77 LNTH LANTHEUS HLDGS INC Healthcare 2,356.0 $261K 0.01% NEW $110.94 -9.1%
78 DYNF BLACKROCK ETF TRUST 3,810.0 $259K 0.01% NEW $68.02 +1.5%
79 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 2,980.0 $257K 0.01% NEW $86.10 +16.4%
80 FDN FIRST TR EXCHANGE-TRADED FD 969.0 $257K 0.01% NEW $264.72 +8.6%
Page 4 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%