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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 12 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TRV TRAVELERS COMPANIES INC Financial Services 4,822.0 $1.6M 0.07% $330.12 +12.4%
222 FICO FAIR ISAAC CORP Technology 1,324.0 $1.6M 0.07% -192.0 -12.7% $1194.78 -5.1%
223 J P MORGAN EXCHANGE TRADED F 21,839.0 $1.6M 0.07% -85K -79.6% $72.28
224 ROK ROCKWELL AUTOMATION INC Industrials 3,102.0 $1.5M 0.07% +323.0 +11.6% $495.08 -12.8%
225 SIGI SELECTIVE INS GROUP INC Financial Services 15,672.0 $1.5M 0.07% +970.0 +6.6% $97.01 -4.8%
226 ADSK AUTODESK INC Technology 7,768.0 $1.5M 0.07% +351.0 +4.7% $194.43 +31.0%
227 SO SOUTHERN CO Utilities 15,573.0 $1.5M 0.06% +3K +27.1% $95.71 -6.2%
228 KO COCA COLA CO Consumer Defensive 18,174.0 $1.5M 0.06% +3K +23.8% $81.27 +10.8%
229 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 13,688.0 $1.5M 0.06% $107.78 +4.1%
230 CB CHUBB LIMITED Financial Services 4,323.0 $1.5M 0.06% -599.0 -12.2% $340.71 +0.9%
231 SMH VANECK ETF TRUST 2,245.0 $1.5M 0.06% +916.0 +68.9% $655.99 -15.3%
232 EEM ISHARES TR 21,414.0 $1.5M 0.06% +590.0 +2.8% $68.41 -1.8%
233 INNOVATOR ETFS TRUST 51,354.0 $1.5M 0.06% -10K -15.8% $28.38
234 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,924.0 $1.5M 0.06% -282.0 -8.8% $496.73 +10.2%
235 LOW LOWES COS INC Consumer Cyclical 6,576.0 $1.4M 0.06% +267.0 +4.2% $220.50 -4.6%
236 QQEW FIRST TR EXCHANGE-TRADED FD 9,039.0 $1.4M 0.06% NEW $159.60 +2.8%
237 GPN GLOBAL PMTS INC Industrials 19,186.0 $1.4M 0.06% -425.0 -2.2% $72.56 +28.1%
238 DTE DTE ENERGY CO Utilities 9,128.0 $1.4M 0.06% +840.0 +10.1% $152.36 -9.6%
239 CSX CSX CORP Industrials 29,157.0 $1.4M 0.06% -359.0 -1.2% $47.53 +8.9%
240 ROAD CONSTRUCTION PARTNERS INC Industrials 11,561.0 $1.4M 0.06% NEW $118.77 -3.6%
Page 12 of 30  ·  588 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%