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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 13 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 JEPQ J P MORGAN EXCHANGE TRADED F 22,239.0 $1.4M 0.06% +1K +6.5% $61.46 -2.7%
242 LIN LINDE PLC Basic Materials 2,632.0 $1.4M 0.06% +2K +133.3% $518.98 -5.5%
243 UNP UNION PAC CORP Industrials 4,958.0 $1.3M 0.06% -538.0 -9.8% $272.01 +14.2%
244 PFE PFIZER INC Healthcare 55,347.0 $1.3M 0.06% +2K +3.8% $24.08 +17.5%
245 COP CONOCOPHILLIPS Energy 12,630.0 $1.3M 0.06% -1K -10.1% $103.96 +25.6%
246 MDLZ MONDELEZ INTL INC Consumer Defensive 22,533.0 $1.3M 0.06% -475.0 -2.1% $57.84 +8.9%
247 IWL ISHARES TR 7,037.0 $1.3M 0.06% -90.0 -1.3% $184.95 +2.5%
248 SKY CHAMPION HOMES INC Consumer Cyclical 14,734.0 $1.3M 0.06% -2K -13.4% $88.12 +3.5%
249 GEV GE VERNOVA INC Utilities 1,100.0 $1.3M 0.06% +11.0 +1.0% $1174.39 -18.8%
250 CMI CUMMINS INC Industrials 1,789.0 $1.3M 0.06% -50.0 -2.7% $713.28 -18.9%
251 SNDK SANDISK CORP Technology 557.0 $1.3M 0.06% NEW $2274.74 -34.1%
252 VXUS VANGUARD STAR FDS 14,738.0 $1.3M 0.05% +1K +10.6% $85.49 +2.7%
253 INTU INTUIT Technology 4,743.0 $1.2M 0.05% +1K +32.1% $261.00 +32.5%
254 VEU VANGUARD INTL EQUITY INDEX F 14,392.0 $1.2M 0.05% -306.0 -2.1% $83.75 +2.4%
255 ATO ATMOS ENERGY CORP Utilities 6,944.0 $1.2M 0.05% +711.0 +11.4% $172.27 -1.6%
256 TFC TRUIST FINL CORP Financial Services 23,890.0 $1.2M 0.05% -13K -34.8% $49.82 +1.7%
257 GS GOLDMAN SACHS GROUP INC Financial Services 1,174.0 $1.2M 0.05% -447.0 -27.6% $1011.68 +2.8%
258 IBIT ISHARES BITCOIN TRUST ETF Financial Services 35,076.0 $1.2M 0.05% -193K -84.6% $33.29 +33.6%
259 BAC BANK OF AMER CORP Financial Services 20,282.0 $1.2M 0.05% -5K -19.2% $56.98 +9.2%
260 PLD PROLOGIS INC. Real Estate 8,327.0 $1.1M 0.05% +1K +14.5% $135.47 +5.2%
Page 13 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%