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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 9 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IAU ISHARES GOLD TR Financial Services 5,671.0 $428K 0.02% -52K -90.2% $75.51 +14.4%
162 QLTY GMO ETF TRUST 10,184.0 $424K 0.02% -78K -88.4% $41.62 +3.5%
163 IBB ISHARES TR 2,210.0 $420K 0.02% -30.0 -1.3% $190.19 +13.5%
164 PRU PRUDENTIAL FINL INC Financial Services 3,865.0 $417K 0.02% -679.0 -14.9% $107.94 +11.3%
165 IMCB ISHARES TR 4,252.0 $411K 0.02% -335.0 -7.3% $96.56 +3.7%
166 TSCO TRACTOR SUPPLY CO Consumer Cyclical 11,961.0 $378K 0.02% -813.0 -6.4% $31.61 +10.9%
167 MEDP MEDPACE HLDGS INC Healthcare 705.0 $373K 0.02% -58.0 -7.6% $529.59 +16.7%
168 MSI MOTOROLA SOLUTIONS INC Technology 891.0 $370K 0.02% -111.0 -11.1% $415.24 +17.9%
169 MRSH MARSH & MCLENNAN COS INC Financial Services 2,182.0 $364K 0.02% -97.0 -4.3% $166.69 +16.7%
170 FAST FASTENAL CO Industrials 7,563.0 $363K 0.02% -100.0 -1.3% $48.03 +6.7%
171 XLF SELECT SECTOR SPDR TR 6,657.0 $357K 0.01% -2K -24.4% $53.61 +8.6%
172 MPWR MONOLITHIC PWR SYS INC Technology 253.0 $350K 0.01% -41.0 -13.9% $1382.36 -5.5%
173 PWR QUANTA SVCS INC Industrials 481.0 $346K 0.01% -74.0 -13.3% $720.16 -14.6%
174 VBR VANGUARD INDEX FDS 1,424.0 $346K 0.01% -1K -48.6% $242.99 +2.5%
175 A AGILENT TECHNOLOGIES INC Healthcare 2,535.0 $337K 0.01% -203.0 -7.4% $132.82 +15.0%
176 JCI JOHNSON CONTROLS INTERNATION Industrials 2,222.0 $325K 0.01% -596.0 -21.1% $146.14 -1.2%
177 SCHD SCHWAB STRATEGIC TR 10,203.0 $324K 0.01% -385.0 -3.6% $31.71 +10.7%
178 PAYX PAYCHEX INC Industrials 3,289.0 $323K 0.01% -1K -24.0% $98.33 +26.9%
179 PFXF VANECK ETF TRUST 17,989.0 $321K 0.01% -4K -17.4% $17.84 +0.9%
180 GBF ISHARES TR 3,048.0 $316K 0.01% -694.0 -18.6% $103.83 -1.3%
Page 9 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%