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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 1 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MGC VANGUARD WORLD FD 454,067.0 $114.0M 5.63% -4K -1.0% $251.17 +8.8%
2 ITOT ISHARES TR 318,270.0 $47.3M 2.34% -2K -0.5% $148.69 +9.1%
3 VEA VANGUARD TAX-MANAGED FDS 379,645.0 $23.7M 1.17% -3K -0.7% $62.47 +13.2%
4 SHY ISHARES TR 273,210.0 $22.6M 1.12% -7K -2.4% $82.82 -0.8%
5 VGIT VANGUARD SCOTTSDALE FDS 372,749.0 $22.3M 1.10% -7K -1.8% $59.93 -2.0%
6 VUG VANGUARD INDEX FDS 33,208.0 $16.2M 0.80% -578.0 -1.7% $487.85 -82.1%
7 VYMI VANGUARD WHITEHALL FDS 159,311.0 $14.3M 0.71% -9K -5.3% $90.00 +11.3%
8 VCIT VANGUARD SCOTTSDALE FDS 147,420.0 $12.3M 0.61% -5K -3.5% $83.75 -1.9%
9 CALF PACER FDS TR 236,026.0 $10.5M 0.52% -18K -7.0% $44.37 +7.8%
10 IGSB ISHARES TR 182,563.0 $9.7M 0.48% -23K -11.1% $52.88 -1.1%
11 EFA ISHARES TR 99,985.0 $9.6M 0.47% -863.0 -0.9% $96.03 +8.5%
12 VTIP VANGUARD MALVERN FDS 191,136.0 $9.5M 0.47% -5K -2.5% $49.46 +1.6%
13 IEI ISHARES TR 73,148.0 $8.7M 0.43% -922.0 -1.2% $119.35 -1.8%
14 MBB ISHARES TR 90,375.0 $8.6M 0.42% -1K -1.3% $95.22 -1.4%
15 SCHP SCHWAB STRATEGIC TR 317,307.0 $8.4M 0.41% -5K -1.7% $26.49 +0.5%
16 COWZ PACER FDS TR 133,991.0 $8.1M 0.40% -10K -6.8% $60.17 +5.3%
17 MINT PIMCO ETF TR 77,840.0 $7.8M 0.39% -1K -1.4% $100.34 +0.3%
18 BILS SPDR SERIES TRUST 77,287.0 $7.7M 0.38% -3K -3.7% $99.22 +0.1%
19 SCHC SCHWAB STRATEGIC TR 168,397.0 $7.7M 0.38% -2K -1.1% $45.53 +10.3%
20 JNJ JOHNSON & JOHNSON Healthcare 31,703.0 $6.6M 0.32% -11K -25.5% $206.95 +12.0%
Page 1 of 8  ·  150 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%