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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 10 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 COF CAPITAL ONE FINL CORP Financial Services 1,560.0 $313K 0.01% -1K -47.7% $200.66 +8.2%
182 SPRX LISTED FDS TR 5,136.0 $298K 0.01% -37K -87.9% $57.98 -21.5%
183 CARR CARRIER GLOBAL CORPORATION Industrials 3,940.0 $289K 0.01% -1K -25.2% $73.35 -19.9%
184 ITA ISHARES TR 1,175.0 $285K 0.01% -27.0 -2.2% $242.42 -2.5%
185 AFL AFLAC INC Financial Services 2,397.0 $281K 0.01% -62.0 -2.5% $117.26 +0.2%
186 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,554.0 $280K 0.01% -5K -67.2% $109.77 +0.5%
187 PECO PHILLIPS EDISON & CO INC Real Estate 6,553.0 $273K 0.01% -946.0 -12.6% $41.62 -4.7%
188 ET ENERGY TRANSFER L P Energy 14,176.0 $271K 0.01% -118K -89.3% $19.12 +12.1%
189 QNST QUINSTREET INC Communication Services 18,475.0 $271K 0.01% -953.0 -4.9% $14.65 +34.3%
190 EPD ENTERPRISE PRODS PARTNERS L 7,251.0 $267K 0.01% -75K -91.2% $36.76
191 TT TRANE TECHNOLOGIES PLC Industrials 541.0 $266K 0.01% -98.0 -15.3% $491.21 -5.7%
192 BLK BLACKROCK INC Financial Services 273.0 $262K 0.01% -60.0 -18.0% $960.78 +22.1%
193 SCHW SCHWAB CHARLES CORP Financial Services 2,833.0 $261K 0.01% -440.0 -13.4% $92.27 +18.6%
194 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 6,704.0 $261K 0.01% -668.0 -9.1% $38.96 +8.0%
195 FCX FREEPORT MCMORAN INC Basic Materials 4,115.0 $259K 0.01% -441.0 -9.7% $62.89 +25.7%
196 TSN TYSON FOODS INC Consumer Defensive 4,460.0 $255K 0.01% -749.0 -14.4% $57.25 -1.2%
197 IMCG ISHARES TR 2,596.0 $255K 0.01% -211.0 -7.5% $98.30 +0.1%
198 F FORD MTR CO Consumer Cyclical 18,318.0 $255K 0.01% -894.0 -4.7% $13.90 -0.0%
199 NSC NORFOLK SOUTHN CORP Industrials 785.0 $247K 0.01% -212.0 -21.3% $314.59 +12.1%
200 SDY SPDR SERIES TRUST 1,577.0 $240K 0.01% -524.0 -24.9% $152.22 +4.1%
Page 10 of 11  ·  218 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%