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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 22 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PTON PELOTON INTERACTIVE INC Consumer Cyclical 52,207.0 $322K 0.02% $6.16 -16.1%
422 RACE FERRARI N V Consumer Cyclical 867.0 $321K 0.02% +392.0 +82.5% $369.76 -7.6%
423 ESGU ISHARES TR 2,148.0 $320K 0.02% NEW $148.98 +8.7%
424 BDX BECTON DICKINSON & CO Healthcare 1,635.0 $317K 0.02% -1K -39.8% $194.07 -24.6%
425 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,758.0 $314K 0.02% +29.0 +1.7% $178.63 +0.9%
426 LDUR PIMCO ETF TR 3,270.0 $314K 0.01% $95.94 -0.5%
427 VHT VANGUARD WORLD FD 1,086.0 $313K 0.01% +300.0 +38.2% $287.85 -3.9%
428 CDW CDW CORP Technology 2,294.0 $312K 0.01% $136.20 -21.5%
429 SMCI SUPER MICRO COMPUTER INC Technology 10,649.0 $312K 0.01% +2K +28.2% $29.27 +14.3%
430 DGRO ISHARES TR 4,468.0 $310K 0.01% $69.42 +6.8%
431 HSY HERSHEY CO Consumer Defensive 1,702.0 $310K 0.01% +118.0 +7.5% $182.01 +4.6%
432 FAST FASTENAL CO Industrials 7,663.0 $308K 0.01% -92.0 -1.2% $40.13 +8.5%
433 TSN TYSON FOODS INC Consumer Defensive 5,209.0 $305K 0.01% -871.0 -14.3% $58.62 +13.5%
434 JKHY HENRY JACK & ASSOC INC Technology 1,670.0 $305K 0.01% +95.0 +6.0% $182.48 -23.5%
435 OCGN OCUGEN INC Healthcare 224,100.0 $303K 0.01% +13K +6.2% $1.35 +0.0%
436 KEX KIRBY CORP Industrials 2,733.0 $301K 0.01% +121.0 +4.6% $110.18 +32.2%
437 CALL VIKING THERAPEUTICS INC 8,500.0 $299K 0.01% $35.18
438 SOXX ISHARES TR 987.0 $297K 0.01% NEW $301.00 +74.4%
439 MCN XAI MADISON EQUITY PREMIUM I Financial Services 49,421.0 $297K 0.01% +877.0 +1.8% $6.00 -2.5%
440 FNDX SCHWAB STRATEGIC TR 10,872.0 $296K 0.01% $27.21 +12.4%
Page 22 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%