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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 15 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TGT TARGET CORP Consumer Defensive 7,188.0 $939K 0.04% +902.0 +14.3% $130.61 +27.5%
282 CVS CVS HEALTH CORP Healthcare 9,011.0 $932K 0.04% +5K +108.0% $103.45 -10.0%
283 ICSH ISHARES TR 18,185.0 $920K 0.04% NEW $50.58 -0.0%
284 BND VANGUARD BD INDEX FDS 12,525.0 $919K 0.04% +2K +14.5% $73.41 -1.2%
285 BUFQ FIRST TR EXCHNG TRADED FD VI 23,408.0 $919K 0.04% NEW $39.27 +1.0%
286 AZN ASTRAZENECA PLC Healthcare 4,845.0 $919K 0.04% NEW $189.63 -13.5%
287 JAVA J P MORGAN EXCHANGE TRADED F 11,558.0 $918K 0.04% +6K +96.1% $79.41 +4.3%
288 XYLD GLOBAL X FDS 21,901.0 $893K 0.04% $40.79 +1.7%
289 DT DYNATRACE INC Technology 20,234.0 $888K 0.04% $43.91 +23.0%
290 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,610.0 $883K 0.04% NEW $338.16 -0.3%
291 DIS DISNEY WALT CO Communication Services 9,093.0 $875K 0.04% $96.25 +12.1%
292 SHW SHERWIN WILLIAMS CO Basic Materials 2,515.0 $866K 0.04% -1K -29.1% $344.28 -0.0%
293 QUAL ISHARES TR 3,936.0 $864K 0.04% +575.0 +17.1% $219.42 +2.1%
294 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,930.0 $859K 0.04% -2K -37.1% $293.19 +3.7%
295 SPGI S&P GLOBAL INC Financial Services 2,085.0 $849K 0.04% -358.0 -14.7% $407.29 +7.7%
296 JGRO J P MORGAN EXCHANGE TRADED F 8,530.0 $841K 0.04% +4K +92.7% $98.59 -3.7%
297 SPG SIMON PPTY GROUP INC NEW Real Estate 3,663.0 $819K 0.04% +1K +67.4% $223.65 -3.7%
298 DUK DUKE ENERGY CORP NEW Utilities 6,356.0 $805K 0.04% +322.0 +5.3% $126.58 -4.9%
299 TOTALENERGIES SE 10,275.0 $799K 0.03% NEW $77.76
300 BTI BRITISH AMERN TOB PLC Consumer Defensive 12,894.0 $796K 0.03% NEW $61.76 -8.3%
Page 15 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%