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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 16 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GEV GE VERNOVA INC Utilities 1,089.0 $712K 0.04% +241.0 +28.4% $653.61 +59.7%
302 TRMB TRIMBLE INC Technology 9,030.0 $708K 0.04% $78.35 -28.6%
303 DUK DUKE ENERGY CORP NEW Utilities 6,034.0 $707K 0.04% -2K -28.0% $117.22 +6.3%
304 SCI SERVICE CORP INTL Consumer Cyclical 8,977.0 $700K 0.04% +785.0 +9.6% $77.97 -0.5%
305 VBK VANGUARD INDEX FDS 2,313.0 $699K 0.04% +46.0 +2.0% $302.08 +13.7%
306 APP APPLOVIN CORP Technology 1,031.0 $695K 0.03% -19.0 -1.8% $673.82 -27.9%
307 UPS UNITED PARCEL SERVICE INC Industrials 6,970.0 $691K 0.03% -1K -15.9% $99.19 -0.3%
308 SWK STANLEY BLACK & DECKER INC Industrials 9,249.0 $687K 0.03% -169.0 -1.8% $74.28 +0.9%
309 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 8,950.0 $682K 0.03% NEW $76.23 -11.4%
310 WMB WILLIAMS COS INC Energy 11,110.0 $668K 0.03% +644.0 +6.2% $60.11 +29.6%
311 QUAL ISHARES TR 3,361.0 $668K 0.03% $198.63 +7.1%
312 SCHA SCHWAB STRATEGIC TR 23,363.0 $665K 0.03% -1K -4.8% $28.48 +16.5%
313 ED CONSOLIDATED EDISON INC Utilities 6,579.0 $653K 0.03% -13K -66.6% $99.32 +8.1%
314 TSCO TRACTOR SUPPLY CO Consumer Cyclical 12,774.0 $639K 0.03% -641.0 -4.8% $50.01 -36.6%
315 VGSH VANGUARD SCOTTSDALE FDS 10,806.0 $635K 0.03% +2K +17.2% $58.73 -0.9%
316 AEE AMEREN CORP Utilities 6,269.0 $626K 0.03% +219.0 +3.6% $99.86 +10.0%
317 AVY AVERY DENNISON CORP Industrials 3,436.0 $625K 0.03% +1K +76.6% $181.88 -12.6%
318 CASY CASEYS GEN STORES INC Consumer Cyclical 1,113.0 $615K 0.03% $552.71 +49.2%
319 TGT TARGET CORP Consumer Defensive 6,286.0 $614K 0.03% +1K +22.2% $97.76 +25.1%
320 NVO NOVO-NORDISK A S Healthcare 12,011.0 $611K 0.03% -5K -28.8% $50.88 -12.8%
Page 16 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%