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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 20 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CNC CENTENE CORP DEL Healthcare 6,881.0 $442K 0.02% NEW $64.19 +2.0%
382 FE FIRSTENERGY CORP Utilities 9,286.0 $441K 0.02% +4K +65.8% $47.54 -1.7%
383 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 17,988.0 $440K 0.02% $24.44 -6.0%
384 RMD RESMED INC Healthcare 2,228.0 $434K 0.02% +794.0 +55.4% $194.88 +20.9%
385 INVA INNOVIVA INC Healthcare 19,097.0 $434K 0.02% NEW $22.71 -6.5%
386 BIIB BIOGEN INC Healthcare 2,005.0 $433K 0.02% +608.0 +43.5% $216.06 +2.3%
387 DOCN DIGITALOCEAN HLDGS INC Technology 2,734.0 $429K 0.02% NEW $157.03 -26.8%
388 CTS CTS CORP Technology 6,569.0 $428K 0.02% NEW $65.19 -12.5%
389 IAU ISHARES GOLD TR Financial Services 5,671.0 $428K 0.02% -52K -90.2% $75.51 +14.4%
390 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 3,947.0 $428K 0.02% NEW $108.35 -0.7%
391 QLTY GMO ETF TRUST 10,184.0 $424K 0.02% -78K -88.4% $41.62 +3.6%
392 BINC BLACKROCK ETF TRUST II 8,031.0 $420K 0.02% +1K +14.3% $52.34 -0.4%
393 IBB ISHARES TR 2,210.0 $420K 0.02% -30.0 -1.3% $190.19 +13.2%
394 PRU PRUDENTIAL FINL INC Financial Services 3,865.0 $417K 0.02% -679.0 -14.9% $107.94 +11.4%
395 PRDO PERDOCEO ED CORP Consumer Defensive 12,918.0 $413K 0.02% NEW $32.00 +4.6%
396 IMCB ISHARES TR 4,252.0 $411K 0.02% -335.0 -7.3% $96.56 +3.7%
397 IJT ISHARES TR 2,288.0 $409K 0.02% $178.60 -2.9%
398 HBAN HUNTINGTON BANCSHARES INC Financial Services 22,982.0 $407K 0.02% NEW $17.73 -3.9%
399 LH LABCORP HOLDINGS INC Healthcare 1,449.0 $406K 0.02% +575.0 +65.8% $280.00 +19.9%
400 WTAI WISDOMTREE TR 8,515.0 $404K 0.02% NEW $47.47 -14.0%
Page 20 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%