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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 3 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HWM HOWMET AEROSPACE INC Industrials 12,433.0 $2.5M 0.13% -629.0 -4.8% $205.03 +26.8%
42 LQD ISHARES TR 22,520.0 $2.5M 0.12% -1K -5.5% $110.19 -1.8%
43 PFF ISHARES TR 75,052.0 $2.3M 0.12% -18K -19.0% $30.96 +0.5%
44 AMGN AMGEN INC Healthcare 7,059.0 $2.3M 0.11% -625.0 -8.1% $327.30 +3.1%
45 PSX PHILLIPS 66 Energy 17,624.0 $2.3M 0.11% -435.0 -2.4% $129.04 +39.0%
46 GNMA ISHARES TR 49,856.0 $2.2M 0.11% -1K -2.1% $44.54 -1.3%
47 WM WASTE MGMT INC DEL Industrials 9,961.0 $2.2M 0.11% -7K -39.8% $219.70 -0.1%
48 ACN ACCENTURE PLC IRELAND Technology 7,611.0 $2.0M 0.10% -303.0 -3.8% $268.28 -33.7%
49 IXUS ISHARES TR 23,759.0 $2.0M 0.10% -359.0 -1.5% $84.64 +12.4%
50 CRM SALESFORCE INC Technology 7,408.0 $2.0M 0.10% -493.0 -6.2% $264.90 -33.4%
51 TFC TRUIST FINL CORP Financial Services 36,636.0 $1.8M 0.09% -5K -11.7% $49.21 -2.5%
52 MS MORGAN STANLEY Financial Services 9,943.0 $1.8M 0.09% -382.0 -3.7% $177.52 +12.9%
53 DPZ DOMINOS PIZZA INC Consumer Cyclical 4,007.0 $1.7M 0.08% -1K -20.7% $416.86 -24.1%
54 VZ VERIZON COMMUNICATIONS INC Communication Services 40,910.0 $1.7M 0.08% -2K -5.6% $40.73 +17.4%
55 CB CHUBB LIMITED Financial Services 4,922.0 $1.5M 0.08% -174.0 -3.4% $312.10 +5.8%
56 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,206.0 $1.5M 0.07% -139.0 -4.2% $453.36 -5.1%
57 IJR ISHARES TR 11,330.0 $1.4M 0.07% -102.0 -0.9% $120.19 +13.4%
58 PFE PFIZER INC Healthcare 53,338.0 $1.3M 0.07% -5K -9.1% $24.90 +4.2%
59 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 13,734.0 $1.2M 0.06% -437.0 -3.1% $88.21 +16.6%
60 XEL XCEL ENERGY INC Utilities 16,029.0 $1.2M 0.06% -3K -14.2% $73.86 +8.1%
Page 3 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%