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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 2 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWF ISHARES TR 195,905.0 $24.3M 1.05% +150K +327.5% $124.17 -1.9%
22 ONEQ FIDELITY COMWLTH TR 235,512.0 $24.3M 1.05% NEW $103.22 -0.2%
23 VONG VANGUARD SCOTTSDALE FDS 182,886.0 $23.4M 1.01% +63K +52.0% $127.81 -1.9%
24 VYM VANGUARD WHITEHALL FDS 135,839.0 $21.5M 0.93% +20K +17.0% $158.03 +4.3%
25 CIBR FIRST TR EXCHANGE-TRADED FD 221,110.0 $19.9M 0.86% +55K +33.0% $89.85 +2.9%
26 SHY ISHARES TR 240,948.0 $19.8M 0.85% -32K -11.8% $82.11 -0.0%
27 VXF VANGUARD INDEX FDS 77,004.0 $19.0M 0.82% +12K +18.6% $246.21 -0.9%
28 JPM JPMORGAN CHASE & CO Financial Services 57,623.0 $18.9M 0.81% -2K -4.1% $327.33 +9.0%
29 SPY STATE STR SPDR S&P 500 ETF T Financial Services 23,765.0 $17.7M 0.77% -92K -79.5% $746.77 +2.6%
30 PWRD TCW ETF TRUST 143,637.0 $17.7M 0.76% +25K +21.1% $122.96 -12.7%
31 SCHE SCHWAB STRATEGIC TR 428,341.0 $15.5M 0.67% -20K -4.5% $36.26 +2.3%
32 VV VANGUARD INDEX FDS 45,127.0 $15.5M 0.67% $343.91 +2.6%
33 VUG VANGUARD INDEX FDS 175,070.0 $15.1M 0.65% +142K +427.2% $86.14 +1.5%
34 VCIT VANGUARD SCOTTSDALE FDS 176,606.0 $14.6M 0.63% +29K +19.8% $82.65 -1.3%
35 USFR WISDOMTREE TR 277,839.0 $14.0M 0.60% +70K +33.5% $50.35 +0.3%
36 VYMI VANGUARD WHITEHALL FDS 141,832.0 $13.9M 0.60% -17K -11.0% $98.20 +7.9%
37 META META PLATFORMS INC Communication Services 24,100.0 $13.6M 0.59% $563.28 +1.2%
38 SDVY FIRST TR EXCHANGE TRADED FD 313,162.0 $13.5M 0.58% +66K +26.6% $43.14 +1.6%
39 CSCO CISCO SYS INC Technology 113,347.0 $13.3M 0.57% $117.46 -5.4%
40 LRCX LAM RESEARCH CORP Technology 30,013.0 $13.0M 0.56% +4K +17.2% $433.33 -27.4%
Page 2 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%