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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 23 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 J JACOBS SOLUTIONS INC Industrials 2,233.0 $296K 0.01% +728.0 +48.4% $132.46 -13.9%
442 ITW ILLINOIS TOOL WKS INC Industrials 1,199.0 $295K 0.01% -37.0 -3.0% $246.30 +1.5%
443 CI THE CIGNA GROUP Healthcare 1,071.0 $295K 0.01% -3K -74.1% $275.23 +2.5%
444 BFLY BUTTERFLY NETWORK INC Healthcare 77,382.0 $294K 0.01% $3.80 +17.9%
445 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 17,983.0 $294K 0.01% -354.0 -1.9% $16.35 +38.0%
446 SDY SPDR SERIES TRUST 2,101.0 $292K 0.01% +296.0 +16.4% $139.19 +6.9%
447 EPI WISDOMTREE TR 6,312.0 $292K 0.01% -650.0 -9.3% $46.29 -9.1%
448 SCHD SCHWAB STRATEGIC TR 10,588.0 $290K 0.01% -2K -17.1% $27.43 +17.6%
449 NSC NORFOLK SOUTHN CORP Industrials 997.0 $288K 0.01% +255.0 +34.4% $288.72 +7.9%
450 IWV ISHARES TR 742.0 $287K 0.01% +176.0 +31.1% $386.84 +8.7%
451 BITX VOLATILITY SHS TR 10,250.0 $284K 0.01% NEW $27.74 -32.4%
452 NDSN NORDSON CORP Industrials 1,182.0 $284K 0.01% -15.0 -1.2% $240.43 +19.3%
453 QNST QUINSTREET INC Communication Services 19,428.0 $279K 0.01% NEW $14.37 -16.6%
454 TFX TELEFLEX INCORPORATED Healthcare 2,283.0 $279K 0.01% $122.04 +10.8%
455 AEM AGNICO EAGLE MINES LTD Basic Materials 1,643.0 $278K 0.01% NEW $169.50 +4.9%
456 CARR CARRIER GLOBAL CORPORATION Industrials 5,267.0 $278K 0.01% +199.0 +3.9% $52.84 +17.7%
457 WELL WELLTOWER INC Real Estate 1,492.0 $277K 0.01% NEW $185.57 +17.8%
458 INCY INCYTE CORP Healthcare 2,800.0 $277K 0.01% NEW $98.77 -1.4%
459 IUSB ISHARES TR 5,923.0 $276K 0.01% NEW $46.54 -1.6%
460 CTVA CORTEVA INC Basic Materials 4,112.0 $276K 0.01% +93.0 +2.3% $67.03 +17.9%
Page 23 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%