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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 14 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MTB M & T BK CORP Financial Services 4,698.0 $1.1M 0.05% +86.0 +1.9% $238.03 +1.5%
262 XEL XCEL ENERGY INC Utilities 13,831.0 $1.1M 0.05% -2K -13.7% $80.30 -3.3%
263 IWM ISHARES TR 3,571.0 $1.1M 0.05% +391.0 +12.3% $300.48 -0.5%
264 GE GE AEROSPACE Industrials 2,834.0 $1.1M 0.05% -195.0 -6.4% $373.76 -5.2%
265 AVB AVALONBAY CMNTYS INC Real Estate 5,609.0 $1.1M 0.05% -161.0 -2.8% $188.69 -2.5%
266 CRM SALESFORCE INC Technology 6,733.0 $1.1M 0.05% -675.0 -9.1% $156.67 +31.2%
267 CGGR CAPITAL GROUP GROWTH ETF 22,336.0 $1.1M 0.04% +11K +94.3% $47.20 -0.7%
268 SWK STANLEY BLACK & DECKER INC Industrials 11,075.0 $1.0M 0.04% +2K +19.7% $94.12 +6.0%
269 AGG ISHARES TR 10,514.0 $1.0M 0.04% -732.0 -6.5% $98.98 -1.1%
270 USB US BANCORP Financial Services 17,141.0 $1.0M 0.04% -701.0 -3.9% $60.40 +4.0%
271 XLY SELECT SECTOR SPDR TR 8,716.0 $1.0M 0.04% -28K -76.1% $117.28 -0.1%
272 NOC NORTHROP GRUMMAN CORP Industrials 1,981.0 $1.0M 0.04% -23.0 -1.1% $509.27 +8.0%
273 VT VANGUARD INTL EQUITY INDEX F 6,389.0 $1.0M 0.04% +405.0 +6.8% $156.95 +2.5%
274 WSO WATSCO INC Industrials 2,391.0 $996K 0.04% -79.0 -3.2% $416.69 -24.6%
275 HSY HERSHEY CO Consumer Defensive 5,658.0 $993K 0.04% +4K +232.4% $175.45 +5.6%
276 SRE SEMPRA Utilities 10,544.0 $978K 0.04% +1K +10.9% $92.71 -8.0%
277 BMY BRISTOL-MYERS SQUIBB CO Healthcare 16,718.0 $963K 0.04% +1K +8.2% $57.62 +17.3%
278 NOW SERVICENOW INC Technology 9,612.0 $954K 0.04% -6K -40.0% $99.28 +26.7%
279 PSA PUBLIC STORAGE Real Estate 2,995.0 $953K 0.04% -44.0 -1.4% $318.36 -0.3%
280 GLW CORNING INC Technology 3,720.0 $950K 0.04% +574.0 +18.2% $255.43 -40.2%
Page 14 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%