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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 13 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BX BLACKSTONE INC Financial Services 8,131.0 $1.3M 0.06% +4K +92.3% $154.14 -23.1%
242 MDLZ MONDELEZ INTL INC Consumer Defensive 23,008.0 $1.2M 0.06% +151.0 +0.7% $53.83 +14.2%
243 SIGI SELECTIVE INS GROUP INC Financial Services 14,702.0 $1.2M 0.06% $83.67 +6.6%
244 IWL ISHARES TR 7,127.0 $1.2M 0.06% $170.63 +8.3%
245 JEPQ J P MORGAN EXCHANGE TRADED F 20,887.0 $1.2M 0.06% +464.0 +2.3% $58.12 +3.4%
246 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 13,734.0 $1.2M 0.06% -437.0 -3.1% $88.21 +16.6%
247 MPC MARATHON PETE CORP Energy 7,418.0 $1.2M 0.06% NEW $162.64 +52.7%
248 PAYC PAYCOM SOFTWARE INC Technology 7,439.0 $1.2M 0.06% +754.0 +11.3% $159.36 -15.7%
249 XEL XCEL ENERGY INC Utilities 16,029.0 $1.2M 0.06% -3K -14.2% $73.86 +8.1%
250 HPQ HP INC Technology 51,973.0 $1.2M 0.06% +7K +16.7% $22.28 -1.7%
251 APD AIR PRODS & CHEMS INC Basic Materials 4,659.0 $1.2M 0.06% -79.0 -1.7% $247.04 +17.5%
252 SHW SHERWIN WILLIAMS CO Basic Materials 3,549.0 $1.1M 0.06% +2K +124.8% $324.01 -5.0%
253 NOC NORTHROP GRUMMAN CORP Industrials 2,004.0 $1.1M 0.06% +1K +258.5% $570.16 -3.3%
254 EEM ISHARES TR 20,824.0 $1.1M 0.06% -723.0 -3.4% $54.71 +20.7%
255 CMCSA COMCAST CORP NEW Communication Services 37,917.0 $1.1M 0.06% -863.0 -2.2% $29.89 -16.1%
256 AGG ISHARES TR 11,246.0 $1.1M 0.06% -294.0 -2.5% $99.88 -1.5%
257 HON HONEYWELL INTL INC Industrials 5,649.0 $1.1M 0.05% +144.0 +2.6% $195.09 +14.7%
258 ROK ROCKWELL AUTOMATION INC Industrials 2,779.0 $1.1M 0.05% +937.0 +50.9% $389.07 +12.1%
259 VEU VANGUARD INTL EQUITY INDEX F 14,698.0 $1.1M 0.05% -79.0 -0.5% $73.56 +12.3%
260 CORPAY INC 3,571.0 $1.1M 0.05% +804.0 +29.1% $300.93
Page 13 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%