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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 14 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CSX CSX CORP Industrials 29,516.0 $1.1M 0.05% -43K -59.1% $36.25 +26.6%
262 DTE DTE ENERGY CO Utilities 8,288.0 $1.1M 0.05% NEW $128.98 +11.5%
263 SO SOUTHERN CO Utilities 12,250.0 $1.1M 0.05% +4K +50.8% $87.20 +7.4%
264 AVB AVALONBAY CMNTYS INC Real Estate 5,770.0 $1.0M 0.05% -390.0 -6.3% $181.30 +1.5%
265 ATO ATMOS ENERGY CORP Utilities 6,233.0 $1.0M 0.05% $167.63 +5.9%
266 TLT ISHARES TR 11,959.0 $1.0M 0.05% NEW $87.16 -3.4%
267 DIS DISNEY WALT CO Communication Services 9,084.0 $1.0M 0.05% +475.0 +5.5% $113.76 -9.0%
268 KO COCA COLA CO Consumer Defensive 14,683.0 $1.0M 0.05% +2K +13.3% $69.91 +16.1%
269 VXUS VANGUARD STAR FDS 13,330.0 $1.0M 0.05% -695.0 -5.0% $75.44 +12.1%
270 UBER UBER TECHNOLOGIES INC Technology 12,000.0 $981K 0.05% +4K +54.1% $81.71 -8.7%
271 USB US BANCORP DEL Financial Services 17,842.0 $952K 0.05% +695.0 +4.0% $53.36 +2.1%
272 CMI CUMMINS INC Industrials 1,839.0 $939K 0.05% +412.0 +28.9% $510.34 +25.2%
273 GE GE AEROSPACE Industrials 3,029.0 $933K 0.05% +799.0 +35.8% $308.03 -2.0%
274 MTB M & T BK CORP Financial Services 4,612.0 $929K 0.05% +47.0 +1.0% $201.47 +5.4%
275 PLD PROLOGIS INC. Real Estate 7,274.0 $929K 0.05% -234.0 -3.1% $127.66 +13.3%
276 MKL MARKEL GROUP INC Financial Services 425.0 $913K 0.04% +54.0 +14.6% $2148.62 -13.7%
277 VST VISTRA CORP Utilities 5,635.0 $909K 0.04% +4K +395.2% $161.33 -10.7%
278 SUB ISHARES TR 8,357.0 $892K 0.04% +2K +24.6% $106.69 -0.4%
279 XYLD GLOBAL X FDS 21,901.0 $890K 0.04% $40.63 -0.7%
280 DT DYNATRACE INC Technology 20,219.0 $876K 0.04% NEW $43.34 -9.7%
Page 14 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%