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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 20 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CALL NEBIUS GROUP N.V. 4,500.0 $377K 0.02% NEW $83.70
382 SOFI SOFI TECHNOLOGIES INC Financial Services 14,383.0 $377K 0.02% +1K +7.5% $26.18 -40.1%
383 ATR APTARGROUP INC Healthcare 3,062.0 $373K 0.02% $121.96 -5.3%
384 A AGILENT TECHNOLOGIES INC Healthcare 2,738.0 $373K 0.02% NEW $136.06 -15.6%
385 DEM WISDOMTREE TR 7,968.0 $372K 0.02% $46.71 +15.0%
386 C CITIGROUP INC Financial Services 3,189.0 $372K 0.02% -3K -51.1% $116.70 +7.3%
387 EWS ISHARES INC 13,500.0 $371K 0.02% NEW $27.51 +7.3%
388 ARMK ARAMARK Industrials 10,058.0 $371K 0.02% $36.86 +40.1%
389 BINC BLACKROCK ETF TRUST II 7,023.0 $371K 0.02% +220.0 +3.2% $52.77 -1.1%
390 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,010.0 $370K 0.02% +5K +89.8% $37.00 -11.3%
391 MMM 3M CO Industrials 2,286.0 $366K 0.02% +86.0 +3.9% $160.10 -5.3%
392 AGO ASSURED GUARANTY LTD Financial Services 4,050.0 $364K 0.02% -65.0 -1.6% $89.87 -12.5%
393 NYT NEW YORK TIMES CO Communication Services 5,195.0 $361K 0.02% $69.42 +7.0%
394 JBHT HUNT J B TRANS SVCS INC Industrials 1,852.0 $360K 0.02% -783.0 -29.7% $194.34 +33.4%
395 HROW HARROW INC Healthcare 7,345.0 $360K 0.02% NEW $49.00 -32.7%
396 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,641.0 $358K 0.02% -287.0 -14.9% $218.02 -24.6%
397 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 4,229.0 $357K 0.02% $84.36 -9.5%
398 BLK BLACKROCK INC Financial Services 333.0 $357K 0.02% -3.0 -0.9% $1071.20 -0.7%
399 LII LENNOX INTL INC Industrials 732.0 $355K 0.02% -152.0 -17.2% $485.61 -1.1%
400 LKQ LKQ CORP Consumer Cyclical 11,754.0 $355K 0.02% +453.0 +4.0% $30.20 -11.0%
Page 20 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%