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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 17 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SBUX STARBUCKS CORP Consumer Cyclical 7,102.0 $598K 0.03% +658.0 +10.2% $84.21 +26.5%
322 KR KROGER CO Consumer Defensive 9,461.0 $591K 0.03% -487.0 -4.9% $62.48 +7.3%
323 DVY ISHARES TR 4,179.0 $590K 0.03% +571.0 +15.8% $141.14 +9.2%
324 VBR VANGUARD INDEX FDS 2,772.0 $587K 0.03% +291.0 +11.7% $211.79 +9.0%
325 WRB BERKLEY W R CORP Financial Services 8,162.0 $572K 0.03% -2K -18.1% $70.12 -2.7%
326 HRL HORMEL FOODS CORP Consumer Defensive 23,978.0 $568K 0.03% +2K +7.4% $23.70 -11.1%
327 WFC WELLS FARGO CO NEW Financial Services 6,023.0 $561K 0.03% +919.0 +18.0% $93.19 -18.7%
328 SYNOVUS FINL CORP 11,186.0 $560K 0.03% +1K +15.4% $50.05
329 VGT VANGUARD WORLD FD 741.0 $558K 0.03% +33.0 +4.7% $753.68 -84.8%
330 XLK SELECT SECTOR SPDR TR 3,857.0 $555K 0.03% +2K +133.6% $143.96 +24.1%
331 PSTG PURE STORAGE INC Technology 8,162.0 $547K 0.03% +224.0 +2.8% $67.01 +25.1%
332 EMR EMERSON ELEC CO Industrials 4,113.0 $546K 0.03% +2K +66.9% $132.71 +1.6%
333 PUT TESLA INC 1,200.0 $540K 0.03% NEW $449.72
334 GDDY GODADDY INC Technology 4,268.0 $530K 0.03% $124.08 -26.2%
335 NCDL NUVEEN CHURCHILL DIRECT LEND Financial Services 39,584.0 $528K 0.03% $13.34 -2.7%
336 CGUS CAPITAL GROUP CORE EQUITY ET 12,878.0 $518K 0.03% +416.0 +3.3% $40.23 +8.4%
337 SEIC SEI INVTS CO Financial Services 6,310.0 $518K 0.03% $82.02 +10.7%
338 BURL BURLINGTON STORES INC Consumer Cyclical 1,778.0 $514K 0.03% $288.85 +9.4%
339 BOND PIMCO ETF TR 5,510.0 $513K 0.03% -2K -21.4% $93.08 -1.9%
340 PRU PRUDENTIAL FINL INC Financial Services 4,544.0 $513K 0.03% -21K -81.9% $112.87 -8.5%
Page 17 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%