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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 6 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CB CHUBB LIMITED Financial Services 4,323.0 $1.5M 0.06% -599.0 -12.2% $340.71 +0.9%
102 INNOVATOR ETFS TRUST 51,354.0 $1.5M 0.06% -10K -15.8% $28.38
103 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,924.0 $1.5M 0.06% -282.0 -8.8% $496.73 +10.9%
104 GPN GLOBAL PMTS INC Industrials 19,186.0 $1.4M 0.06% -425.0 -2.2% $72.56 +28.6%
105 CSX CSX CORP Industrials 29,157.0 $1.4M 0.06% -359.0 -1.2% $47.53 +9.5%
106 UNP UNION PAC CORP Industrials 4,958.0 $1.3M 0.06% -538.0 -9.8% $272.01 +15.0%
107 COP CONOCOPHILLIPS Energy 12,630.0 $1.3M 0.06% -1K -10.1% $103.96 +27.0%
108 MDLZ MONDELEZ INTL INC Consumer Defensive 22,533.0 $1.3M 0.06% -475.0 -2.1% $57.84 +8.9%
109 IWL ISHARES TR 7,037.0 $1.3M 0.06% -90.0 -1.3% $184.95 +2.3%
110 SKY CHAMPION HOMES INC Consumer Cyclical 14,734.0 $1.3M 0.06% -2K -13.4% $88.12 +3.3%
111 CMI CUMMINS INC Industrials 1,789.0 $1.3M 0.06% -50.0 -2.7% $713.28 -18.9%
112 VEU VANGUARD INTL EQUITY INDEX F 14,392.0 $1.2M 0.05% -306.0 -2.1% $83.75 +2.5%
113 TFC TRUIST FINL CORP Financial Services 23,890.0 $1.2M 0.05% -13K -34.8% $49.82 +1.9%
114 GS GOLDMAN SACHS GROUP INC Financial Services 1,174.0 $1.2M 0.05% -447.0 -27.6% $1011.68 +2.8%
115 IBIT ISHARES BITCOIN TRUST ETF Financial Services 35,076.0 $1.2M 0.05% -193K -84.6% $33.29 +32.9%
116 BAC BANK OF AMER CORP Financial Services 20,282.0 $1.2M 0.05% -5K -19.2% $56.98 +9.5%
117 XEL XCEL ENERGY INC Utilities 13,831.0 $1.1M 0.05% -2K -13.7% $80.30 -3.4%
118 GE GE AEROSPACE Industrials 2,834.0 $1.1M 0.05% -195.0 -6.4% $373.76 -5.5%
119 AVB AVALONBAY CMNTYS INC Real Estate 5,609.0 $1.1M 0.05% -161.0 -2.8% $188.69 -2.5%
120 CRM SALESFORCE INC Technology 6,733.0 $1.1M 0.05% -675.0 -9.1% $156.67 +29.9%
Page 6 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%