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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 5 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VNQ VANGUARD INDEX FDS 2,636.0 $254K 0.01% NEW $96.42 +2.3%
82 LQDT LIQUIDITY SVCS INC Consumer Cyclical 6,387.0 $250K 0.01% NEW $39.12 +7.0%
83 PRG PROG HOLDINGS INC Industrials 5,315.0 $248K 0.01% NEW $46.61 -14.6%
84 PHIN PHINIA INC Consumer Cyclical 2,987.0 $246K 0.01% NEW $82.37 -14.9%
85 ACLS AXCELIS TECHNOLOGIES INC Technology 1,298.0 $246K 0.01% NEW $189.45 -36.5%
86 ESE ESCO TECHNOLOGIES INC Technology 682.0 $239K 0.01% NEW $350.04 -19.1%
87 LNG CHENIERE ENERGY INC Energy 996.0 $238K 0.01% NEW $238.98 +18.9%
88 MD PEDIATRIX MEDICAL GROUP INC Healthcare 9,366.0 $237K 0.01% NEW $25.33 +6.4%
89 EQIX EQUINIX INC Real Estate 223.0 $232K 0.01% NEW $1042.39 +3.6%
90 SPMD SPDR SERIES TRUST 3,369.0 $228K 0.01% NEW $67.56 -0.6%
91 LAMR LAMAR ADVERTISING CO Real Estate 1,444.0 $225K 0.01% NEW $155.98 -2.6%
92 D DOMINION ENERGY INC Utilities 3,256.0 $222K 0.01% NEW $68.29 -2.0%
93 ARKK ARK ETF TR 2,749.0 $222K 0.01% NEW $80.83 +6.1%
94 NLR VANECK ETF TRUST 1,913.0 $222K 0.01% NEW $115.95 +6.7%
95 TR TOOTSIE ROLL INDS INC Consumer Defensive 5,586.0 $221K 0.01% NEW $39.55 +4.4%
96 FBP FIRST BANCORP CORPORATION Financial Services 8,371.0 $218K 0.01% NEW $26.07 +7.9%
97 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 7,200.0 $217K 0.01% NEW $30.14 +1.2%
98 IDCC INTERDIGITAL INC Technology 763.0 $216K 0.01% NEW $283.20 +21.5%
99 SCHG SCHWAB STRATEGIC TR 6,376.0 $216K 0.01% NEW $33.84 +4.3%
100 ALKS ALKERMES PLC Healthcare 4,111.0 $215K 0.01% NEW $52.40 -6.2%
Page 5 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%