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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 16 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VGT VANGUARD WORLD FD 6,605.0 $789K 0.03% +6K +791.4% $119.52 +1.2%
302 CNM CORE & MAIN INC Industrials 16,340.0 $788K 0.03% -18K -52.3% $48.25 -10.3%
303 ODFL OLD DOMINION FREIGHT LINE IN Industrials 3,631.0 $787K 0.03% -7K -67.0% $216.63 -8.7%
304 FQAL FIDELITY COVINGTON TRUST 9,473.0 $771K 0.03% NEW $81.36 +4.2%
305 SCHA SCHWAB STRATEGIC TR 21,296.0 $769K 0.03% -2K -8.8% $36.13 -4.1%
306 RF REGIONS FINANCIAL CORP NEW Financial Services 25,420.0 $768K 0.03% NEW $30.20 +0.0%
307 AEE AMEREN CORP Utilities 6,677.0 $755K 0.03% +408.0 +6.5% $113.04 -5.9%
308 CTVA CORTEVA INC Basic Materials 8,809.0 $746K 0.03% +5K +114.2% $84.69 -3.3%
309 APH AMPHENOL CORP Technology 4,180.0 $737K 0.03% +1K +45.6% $176.31 -8.7%
310 APOS APOLLO GLOBAL MGMT INC 6,202.0 $734K 0.03% +771.0 +14.2% $118.31
311 SUB ISHARES TR 6,886.0 $733K 0.03% -1K -17.6% $106.48 -0.1%
312 CENCORA INC 2,535.0 $717K 0.03% +377.0 +17.5% $282.98
313 MLI MUELLER INDS INC Industrials 5,821.0 $716K 0.03% NEW $122.92 -48.0%
314 SCZ ISHARES TR 8,646.0 $711K 0.03% -819.0 -8.7% $82.27 +5.9%
315 GSST GOLDMAN SACHS ETF TR 13,773.0 $697K 0.03% -32K -69.6% $50.58 -0.0%
316 IEFA ISHARES TR 7,190.0 $694K 0.03% -2K -23.6% $96.58 +4.0%
317 ED CONSOLIDATED EDISON INC Utilities 6,255.0 $692K 0.03% -324.0 -4.9% $110.64 -3.8%
318 AEP AMERICAN ELEC PWR CO INC Utilities 5,005.0 $685K 0.03% +811.0 +19.3% $136.80 -10.6%
319 AB ACTIVE ETFS INC 26,897.0 $676K 0.03% NEW $25.13
320 OCGN OCUGEN INC Healthcare 440,738.0 $674K 0.03% +217K +96.7% $1.53 -8.5%
Page 16 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%