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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 8 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPYG SPDR SERIES TRUST 5,423.0 $645K 0.03% -2K -23.2% $118.99 +0.8%
142 XLK SELECT SECTOR SPDR TR 3,362.0 $640K 0.03% -495.0 -12.8% $190.50 -4.0%
143 ADBE ADOBE INC Technology 3,111.0 $638K 0.03% -3K -51.0% $205.03 +33.4%
144 DVY ISHARES TR 4,006.0 $626K 0.03% -173.0 -4.1% $156.30 +5.5%
145 VBK VANGUARD INDEX FDS 1,688.0 $617K 0.03% -625.0 -27.0% $365.78 -2.6%
146 IWN ISHARES TR 2,715.0 $601K 0.03% -66.0 -2.4% $221.20 +1.4%
147 EMR EMERSON ELEC CO Industrials 4,077.0 $584K 0.03% -36.0 -0.9% $143.15 +10.6%
148 NVO NOVO-NORDISK A S Healthcare 11,861.0 $569K 0.03% -150.0 -1.2% $47.94 -1.6%
149 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 4,560.0 $561K 0.02% -26K -85.2% $123.12 +31.5%
150 XLI SELECT SECTOR SPDR TR 2,789.0 $517K 0.02% -416.0 -13.0% $185.25 -2.7%
151 PSTG EVERPURE INC 6,531.0 $515K 0.02% -2K -20.0% $78.79
152 DHR DANAHER CORP DEL Healthcare 2,590.0 $493K 0.02% -879.0 -25.3% $190.50 +13.1%
153 VTEB VANGUARD MUN BD FDS 9,737.0 $492K 0.02% -68.0 -0.7% $50.58 -2.1%
154 WFC WELLS FARGO & CO Financial Services 5,866.0 $485K 0.02% -157.0 -2.6% $82.64 +3.2%
155 SCI SERVICE CORP INTL Consumer Cyclical 6,317.0 $480K 0.02% -3K -29.6% $75.96 +12.4%
156 BX BLACKSTONE INC Financial Services 3,970.0 $467K 0.02% -4K -51.2% $117.67 +21.7%
157 UBER UBER TECHNOLOGIES INC Technology 6,383.0 $461K 0.02% -6K -46.8% $72.16 +8.8%
158 VCSH VANGUARD SCOTTSDALE FDS 5,657.0 $447K 0.02% -78.0 -1.4% $79.03 -0.4%
159 SNPS SYNOPSYS INC Technology 998.0 $445K 0.02% -35.0 -3.4% $446.07 -8.1%
160 GWRE GUIDEWIRE SOFTWARE INC Technology 3,601.0 $443K 0.02% -176.0 -4.7% $123.05 +55.3%
Page 8 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%