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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 19 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DHR DANAHER CORP DEL Healthcare 2,590.0 $493K 0.02% -879.0 -25.3% $190.50 +13.1%
362 VTEB VANGUARD MUN BD FDS 9,737.0 $492K 0.02% -68.0 -0.7% $50.58 -2.1%
363 NCDL NUVEEN CHURCHILL DIRECT LEND Financial Services 39,584.0 $492K 0.02% $12.42 -1.2%
364 CORT CORCEPT THERAPEUTICS INC Healthcare 5,606.0 $487K 0.02% NEW $86.95 +37.8%
365 WFC WELLS FARGO & CO Financial Services 5,866.0 $485K 0.02% -157.0 -2.6% $82.64 +3.2%
366 SCI SERVICE CORP INTL Consumer Cyclical 6,317.0 $480K 0.02% -3K -29.6% $75.96 +12.4%
367 PUT CHUBB LIMITED 1,400.0 $477K 0.02% $340.74
368 EVR EVERCORE INC Financial Services 1,391.0 $475K 0.02% NEW $341.39 -14.6%
369 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,023.0 $472K 0.02% +265.0 +15.1% $233.11 +1.9%
370 ATEN A10 NETWORKS INC Technology 12,561.0 $469K 0.02% NEW $37.36 -30.7%
371 VIG VANGUARD SPECIALIZED FUNDS 1,981.0 $469K 0.02% +422.0 +27.1% $236.62 +3.2%
372 ISCG ISHARES TR 7,139.0 $468K 0.02% NEW $65.54 -1.0%
373 BX BLACKSTONE INC Financial Services 3,970.0 $467K 0.02% -4K -51.2% $117.67 +21.7%
374 DEM WISDOMTREE TR 8,653.0 $465K 0.02% +685.0 +8.6% $53.79 +3.2%
375 UBER UBER TECHNOLOGIES INC Technology 6,383.0 $461K 0.02% -6K -46.8% $72.16 +8.8%
376 MRVL MARVELL TECHNOLOGY INC Technology 1,517.0 $452K 0.02% NEW $297.91 -17.7%
377 DGRO ISHARES TR 5,943.0 $450K 0.02% +1K +33.0% $75.79 +5.2%
378 VCSH VANGUARD SCOTTSDALE FDS 5,657.0 $447K 0.02% -78.0 -1.4% $79.03 -0.4%
379 SNPS SYNOPSYS INC Technology 998.0 $445K 0.02% -35.0 -3.4% $446.07 -8.1%
380 GWRE GUIDEWIRE SOFTWARE INC Technology 3,601.0 $443K 0.02% -176.0 -4.7% $123.05 +55.3%
Page 19 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%