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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 18 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CGGR CAPITAL GROUP GROWTH ETF 11,496.0 $511K 0.03% NEW $44.47 +3.6%
342 JLL JONES LANG LASALLE INC Real Estate 1,500.0 $505K 0.03% $336.47 -12.9%
343 IWN ISHARES TR 2,781.0 $504K 0.03% +247.0 +9.8% $181.19 +15.8%
344 AMG AFFILIATED MANAGERS GROUP IN Financial Services 1,730.0 $499K 0.03% +82.0 +5.0% $288.28 +5.0%
345 XLI SELECT SECTOR SPDR TR 3,205.0 $497K 0.03% +146.0 +4.8% $155.14 +9.9%
346 VTEB VANGUARD MUN BD FDS 9,805.0 $493K 0.02% -3K -21.1% $50.29 -0.9%
347 PAYX PAYCHEX INC Industrials 4,326.0 $485K 0.02% -144.0 -3.2% $112.19 -16.0%
348 SNPS SYNOPSYS INC Technology 1,033.0 $485K 0.02% NEW $469.72 +6.2%
349 AEP AMERICAN ELEC PWR CO INC Utilities 4,194.0 $484K 0.02% -1K -20.9% $115.32 +12.4%
350 XLF SELECT SECTOR SPDR TR 8,811.0 $483K 0.02% +536.0 +6.5% $54.77 -5.6%
351 LIN LINDE PLC Basic Materials 1,128.0 $481K 0.02% +194.0 +20.8% $426.48 +20.6%
352 SMH VANECK ETF TRUST 1,329.0 $479K 0.02% NEW $360.08 +57.6%
353 VCSH VANGUARD SCOTTSDALE FDS 5,735.0 $457K 0.02% $79.73 -1.0%
354 FDS FACTSET RESH SYS INC Financial Services 1,547.0 $449K 0.02% -147.0 -8.7% $290.19 -22.5%
355 IONQ IONQ INC Technology 9,890.0 $444K 0.02% +4K +58.1% $44.87 +31.2%
356 KKR KKR & CO INC Financial Services 3,450.0 $440K 0.02% +1K +51.0% $127.46 -25.7%
357 PUT CHUBB LIMITED 1,400.0 $437K 0.02% $312.12
358 MEDP MEDPACE HLDGS INC Healthcare 763.0 $429K 0.02% -28.0 -3.5% $561.65 -23.4%
359 DTM DT MIDSTREAM INC Energy 3,563.0 $426K 0.02% NEW $119.68 +24.7%
360 WEX WEX INC Technology 2,853.0 $425K 0.02% -287.0 -9.1% $148.98 -3.2%
Page 18 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%