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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 19 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MRSH MARSH & MCLENNAN COS INC Financial Services 2,279.0 $423K 0.02% +56.0 +2.5% $185.56 -11.0%
362 JAVA J P MORGAN EXCHANGE TRADED F 5,894.0 $423K 0.02% NEW $71.72 +6.3%
363 ULTA ULTA BEAUTY INC Consumer Cyclical 684.0 $414K 0.02% $605.13 -18.5%
364 NKE NIKE INC Consumer Cyclical 6,475.0 $412K 0.02% +2K +55.8% $63.71 -30.3%
365 JGRO J P MORGAN EXCHANGE TRADED F 4,426.0 $411K 0.02% NEW $92.80 +4.6%
366 IYH ISHARES TR 6,250.0 $407K 0.02% $65.10 -4.3%
367 SPG SIMON PPTY GROUP INC NEW Real Estate 2,188.0 $405K 0.02% NEW $185.11 +10.3%
368 JMST J P MORGAN EXCHANGE TRADED F 7,855.0 $400K 0.02% $50.94 -0.2%
369 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,950.0 $396K 0.02% NEW $203.19 +66.1%
370 PNC PNC FINL SVCS GROUP INC Financial Services 1,888.0 $394K 0.02% -530.0 -21.9% $208.73 +3.9%
371 GBF ISHARES TR 3,742.0 $392K 0.02% -246.0 -6.2% $104.70 -1.6%
372 PAA PLAINS ALL AMERN PIPELINE L Energy 21,789.0 $391K 0.02% NEW $17.96 +31.8%
373 FISV FISERV INC Technology 5,808.0 $390K 0.02% NEW $67.17 -16.9%
374 MORN MORNINGSTAR INC Financial Services 1,792.0 $389K 0.02% $217.31 -20.2%
375 APH AMPHENOL CORP NEW Technology 2,871.0 $388K 0.02% +74.0 +2.6% $135.14 -7.6%
376 PFXF VANECK ETF TRUST 21,773.0 $385K 0.02% $17.66 +4.4%
377 MSI MOTOROLA SOLUTIONS INC Technology 1,002.0 $384K 0.02% -3K -75.9% $383.28 +4.4%
378 RPM RPM INTL INC Basic Materials 3,654.0 $380K 0.02% $104.00 -5.3%
379 IMCB ISHARES TR 4,587.0 $379K 0.02% $82.73 +10.4%
380 IBB ISHARES TR 2,240.0 $378K 0.02% $168.80 +0.2%
Page 19 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%