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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 11 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CCJ CAMECO CORP Energy 2,344.0 $239K 0.01% -19.0 -0.8% $101.85 +5.0%
202 FDS FACTSET RESH SYS INC Financial Services 1,030.0 $237K 0.01% -517.0 -33.4% $230.08 +28.7%
203 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 10,862.0 $237K 0.01% -892.0 -7.6% $21.80 -34.9%
204 AAA INVESTMENT MANAGERS SER TR I 9,363.0 $233K 0.01% -4K -27.9% $24.90 +0.2%
205 TD TORONTO DOMINION BK ONT Financial Services 1,913.0 $232K 0.01% -600.0 -23.9% $121.43 -1.9%
206 BFLY BUTTERFLY NETWORK INC Healthcare 27,382.0 $231K 0.01% -50K -64.6% $8.42 +7.4%
207 VGSH VANGUARD SCOTTSDALE FDS 3,944.0 $230K 0.01% -7K -63.5% $58.20 -0.0%
208 KEYS KEYSIGHT TECHNOLOGIES INC Technology 645.0 $226K 0.01% -1K -66.9% $350.07 -8.6%
209 IYY ISHARES TR 1,212.0 $221K 0.01% -300.0 -19.8% $182.28 +2.4%
210 JBHT HUNT J B TRANS SVCS INC Industrials 749.0 $217K 0.01% -1K -59.6% $289.49 -9.4%
211 KKR KKR & CO INC 2,272.0 $209K 0.01% -1K -34.1% $91.78
212 ENSG ENSIGN GROUP INC Healthcare 1,282.0 $206K 0.01% -79.0 -5.8% $160.30 +11.7%
213 ARCC ARES CAPITAL CORP Financial Services 10,708.0 $198K 0.01% -2K -12.5% $18.53 +7.6%
214 SAN BANCO SANTANDER SA Financial Services 12,753.0 $176K 0.01% -5K -27.8% $13.80 +6.0%
215 USA LIBERTY ALL STAR EQUITY FD Financial Services 25,157.0 $146K 0.01% -316.0 -1.2% $5.81 +2.9%
216 VENTURE GLOBAL INC 12,200.0 $136K 0.01% -265.0 -2.1% $11.13
217 HLN HALEON PLC Healthcare 11,110.0 $104K 0.00% -1K -11.0% $9.33 +9.1%
218 PLUG PLUG PWR INC Industrials 14,445.0 $39K 0.00% -90.0 -0.6% $2.71 -16.2%
Page 11 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%