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Portfolio (Quarterly) Guide ↗

Procyon Advisors, LLC

· CIK 0001804329
13F Portfolio $1.7B AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 507 New
Page 17 of 26  ·  507 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CVS CVS HEALTH CORP Healthcare 6,342.0 $478K 0.03% NEW $75.39 +23.8%
322 SYNOVUS FINL CORP 9,691.0 $476K 0.03% NEW $49.08
323 RMD RESMED INC Healthcare 1,724.0 $472K 0.03% NEW $273.73 -23.3%
324 XLI SELECT SECTOR SPDR TR 3,059.0 $472K 0.03% NEW $154.23 +10.6%
325 PTON PELOTON INTERACTIVE INC Consumer Cyclical 52,007.0 $468K 0.03% NEW $9.00 -42.6%
326 LII LENNOX INTL INC Industrials 884.0 $468K 0.03% NEW $529.36 -9.2%
327 XLK SELECT SECTOR SPDR TR 1,651.0 $465K 0.03% NEW $281.80 -36.6%
328 TGT TARGET CORP Consumer Defensive 5,143.0 $461K 0.03% NEW $89.71 +36.4%
329 VCSH VANGUARD SCOTTSDALE FDS 5,723.0 $457K 0.03% NEW $79.92 -1.3%
330 BURL BURLINGTON STORES INC Consumer Cyclical 1,779.0 $453K 0.03% NEW $254.50 +24.2%
331 CEG CONSTELLATION ENERGY CORP Utilities 1,370.0 $451K 0.03% NEW $328.95 -13.1%
332 MRSH MARSH & MCLENNAN COS INC Financial Services 2,223.0 $448K 0.03% NEW $201.54 -18.1%
333 IWN ISHARES TR 2,534.0 $448K 0.03% NEW $176.80 +18.7%
334 JLL JONES LANG LASALLE INC Real Estate 1,498.0 $447K 0.03% NEW $298.28 -1.8%
335 XLF SELECT SECTOR SPDR TR 8,275.0 $446K 0.03% NEW $53.87 -4.0%
336 LIN LINDE PLC Basic Materials 934.0 $444K 0.03% NEW $474.95 +8.3%
337 DLB DOLBY LABORATORIES INC Technology 6,036.0 $437K 0.03% NEW $72.37 -25.3%
338 RPM RPM INTL INC Basic Materials 3,663.0 $432K 0.03% NEW $117.88 -16.4%
339 WFC WELLS FARGO CO NEW Financial Services 5,104.0 $428K 0.03% NEW $83.81 -9.5%
340 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 4,229.0 $423K 0.03% NEW $99.96 -23.6%
Page 17 of 26  ·  507 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 31.4%
Financial Services 14.3%
Consumer Cyclical 11.7%
Industrials 10.3%
Communication Services 9.3%
Healthcare 8.7%
Consumer Defensive 5.2%
Energy 3.5%
Utilities 3.1%
Basic Materials 1.5%