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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 7 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 17,983.0 $294K 0.01% -354.0 -1.9% $16.35 +38.0%
122 EPI WISDOMTREE TR 6,312.0 $292K 0.01% -650.0 -9.3% $46.29 -9.1%
123 SCHD SCHWAB STRATEGIC TR 10,588.0 $290K 0.01% -2K -17.1% $27.43 +17.6%
124 NDSN NORDSON CORP Industrials 1,182.0 $284K 0.01% -15.0 -1.2% $240.43 +19.3%
125 AFL AFLAC INC Financial Services 2,459.0 $271K 0.01% -244.0 -9.0% $110.27 +6.8%
126 TECH BIO-TECHNE CORP Healthcare 4,552.0 $268K 0.01% -3K -39.3% $58.81 -20.6%
127 CLX CLOROX CO DEL Consumer Defensive 2,612.0 $263K 0.01% -204.0 -7.2% $100.81 -5.6%
128 ENB ENBRIDGE INC Energy 5,491.0 $263K 0.01% -5K -47.5% $47.83 +20.8%
129 MAIN MAIN STR CAP CORP Financial Services 4,233.0 $256K 0.01% -45.0 -1.1% $60.38 -15.5%
130 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 11,754.0 $254K 0.01% -2K -12.0% $21.58 +1.3%
131 FE FIRSTENERGY CORP Utilities 5,601.0 $251K 0.01% -513.0 -8.4% $44.77 +1.6%
132 BLKB BLACKBAUD INC Technology 3,949.0 $250K 0.01% -135.0 -3.3% $63.32 -53.2%
133 TT TRANE TECHNOLOGIES PLC Industrials 639.0 $249K 0.01% -191.0 -23.0% $388.98 +16.1%
134 ZTS ZOETIS INC Healthcare 1,963.0 $247K 0.01% -639.0 -24.6% $125.82 -36.6%
135 HUM HUMANA INC Healthcare 930.0 $238K 0.01% -92.0 -9.0% $256.13 +18.6%
136 ENSG ENSIGN GROUP INC Healthcare 1,361.0 $237K 0.01% -98.0 -6.7% $174.20 -1.4%
137 FIX COMFORT SYS USA INC Industrials 237.0 $221K 0.01% -24.0 -9.2% $933.36 +96.5%
138 BRO BROWN & BROWN INC Financial Services 2,755.0 $220K 0.01% -54.0 -1.9% $79.70 -26.6%
139 LH LABCORP HOLDINGS INC Healthcare 874.0 $219K 0.01% -114.0 -11.5% $250.88 +1.9%
140 PZA INVESCO EXCH TRADED FD TR II 9,346.0 $217K 0.01% -2K -14.2% $23.19 -1.1%
Page 7 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%