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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 18 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 DTM DT MIDSTREAM INC Energy 3,933.0 $577K 0.03% +370.0 +10.4% $146.74 -9.7%
342 CGUS CAPITAL GROUP CORE EQUITY ET 12,948.0 $576K 0.03% +70.0 +0.5% $44.48 +1.6%
343 NVO NOVO-NORDISK A S Healthcare 11,861.0 $569K 0.03% -150.0 -1.2% $47.94 -1.6%
344 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 4,560.0 $561K 0.02% -26K -85.2% $123.12 +31.5%
345 AOR ISHARES TR 7,869.0 $547K 0.02% NEW $69.50 +0.7%
346 MATX MATSON INC Industrials 2,842.0 $546K 0.02% NEW $192.23 +15.3%
347 BOND PIMCO ETF TR 5,910.0 $545K 0.02% +400.0 +7.3% $92.21 -1.4%
348 C CITIGROUP INC Financial Services 3,875.0 $542K 0.02% +686.0 +21.5% $139.95 -4.6%
349 DGX QUEST DIAGNOSTICS INC Healthcare 2,542.0 $539K 0.02% NEW $211.95 +15.6%
350 PNC PNC FINL SVCS GROUP INC Financial Services 2,138.0 $526K 0.02% +250.0 +13.2% $246.22 -0.6%
351 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5,353.0 $519K 0.02% NEW $96.89 +6.2%
352 XLI SELECT SECTOR SPDR TR 2,789.0 $517K 0.02% -416.0 -13.0% $185.25 -2.7%
353 PSTG EVERPURE INC 6,531.0 $515K 0.02% -2K -20.0% $78.79
354 BCTK BARON ETF TR 15,832.0 $514K 0.02% NEW $32.48 -8.2%
355 TDC TERADATA CORP DEL Technology 14,594.0 $506K 0.02% NEW $34.65 -21.9%
356 CVCO CAVCO INDS INC DEL Consumer Cyclical 823.0 $506K 0.02% NEW $614.38 -6.0%
357 FIX COMFORT SYS USA INC Industrials 253.0 $502K 0.02% +16.0 +6.8% $1982.27 -18.5%
358 IYH ISHARES TR 7,478.0 $501K 0.02% +1K +19.6% $67.01 +9.5%
359 PLAB PHOTRONICS INC Technology 15,326.0 $499K 0.02% NEW $32.53 -7.0%
360 CRVL CORVEL CORP Financial Services 7,934.0 $496K 0.02% NEW $62.52 +12.5%
Page 18 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%