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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 11 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SLV ISHARES SILVER TR Financial Services 26,520.0 $1.7M 0.08% +8K +43.1% $64.42 +7.8%
202 DPZ DOMINOS PIZZA INC Consumer Cyclical 4,007.0 $1.7M 0.08% -1K -20.7% $416.86 -24.1%
203 MGK VANGUARD WORLD FD 4,040.0 $1.7M 0.08% $412.75 -78.5%
204 VZ VERIZON COMMUNICATIONS INC Communication Services 40,910.0 $1.7M 0.08% -2K -5.6% $40.73 +17.4%
205 USHY ISHARES TR 44,404.0 $1.7M 0.08% +24K +117.4% $37.40 -1.1%
206 T AT&T INC Communication Services 66,412.0 $1.6M 0.08% +2K +2.6% $24.84 +0.4%
207 SPRX LISTED FDS TR 42,489.0 $1.6M 0.08% NEW $38.50 +33.9%
208 YUM YUM BRANDS INC Consumer Cyclical 10,768.0 $1.6M 0.08% +1K +11.6% $151.28 +0.9%
209 MGV VANGUARD WORLD FD 11,504.0 $1.6M 0.08% $141.16 +10.3%
210 BSX BOSTON SCIENTIFIC CORP Healthcare 16,878.0 $1.6M 0.08% +13K +318.1% $95.35 -40.1%
211 IJH ISHARES TR 23,609.0 $1.6M 0.08% $66.00 +10.5%
212 INNOVATOR ETFS TRUST 60,995.0 $1.6M 0.08% NEW $25.54
213 CB CHUBB LIMITED Financial Services 4,922.0 $1.5M 0.08% -174.0 -3.4% $312.10 +5.8%
214 PYPL PAYPAL HLDGS INC Financial Services 26,261.0 $1.5M 0.08% +2K +10.4% $58.38 -24.0%
215 LOW LOWES COS INC Consumer Cyclical 6,309.0 $1.5M 0.07% +485.0 +8.3% $241.15 -9.9%
216 GPN GLOBAL PMTS INC Industrials 19,611.0 $1.5M 0.07% +388.0 +2.0% $77.40 -6.2%
217 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 19,401.0 $1.5M 0.07% +248.0 +1.3% $76.67 +12.6%
218 NEE NEXTERA ENERGY INC Utilities 18,471.0 $1.5M 0.07% +8K +71.9% $80.28 +11.7%
219 MDT MEDTRONIC PLC Healthcare 15,336.0 $1.5M 0.07% $96.06 -18.6%
220 ON ON SEMICONDUCTOR CORP Technology 27,177.0 $1.5M 0.07% +4K +16.6% $54.15 +102.4%
Page 11 of 29  ·  561 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%