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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 23 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 WDFC WD 40 CO Basic Materials 1,348.0 $328K 0.01% NEW $243.64 -11.1%
442 AGO ASSURED GUARANTY LTD Financial Services 4,067.0 $326K 0.01% $80.16 -5.3%
443 NKE NIKE INC Consumer Cyclical 7,931.0 $326K 0.01% +1K +22.5% $41.05 -6.0%
444 JCI JOHNSON CONTROLS INTERNATION Industrials 2,222.0 $325K 0.01% -596.0 -21.1% $146.14 -1.2%
445 VHT VANGUARD WORLD FD 1,086.0 $325K 0.01% $299.01 +9.1%
446 CI THE CIGNA GROUP Healthcare 1,174.0 $324K 0.01% +103.0 +9.6% $275.65 +1.9%
447 SCHD SCHWAB STRATEGIC TR 10,203.0 $324K 0.01% -385.0 -3.6% $31.71 +10.5%
448 PAYX PAYCHEX INC Industrials 3,289.0 $323K 0.01% -1K -24.0% $98.33 +27.0%
449 COKE COCA COLA CONS INC Consumer Defensive 1,693.0 $323K 0.01% NEW $190.90 +1.6%
450 PFXF VANECK ETF TRUST 17,989.0 $321K 0.01% -4K -17.4% $17.84 +1.2%
451 GBF ISHARES TR 3,048.0 $316K 0.01% -694.0 -18.6% $103.83 -1.2%
452 PTON PELOTON INTERACTIVE INC Consumer Cyclical 53,307.0 $315K 0.01% +1K +2.1% $5.91 -9.3%
453 KHC KRAFT HEINZ CO Consumer Defensive 13,288.0 $314K 0.01% NEW $23.62 +5.0%
454 ALGN ALIGN TECHNOLOGY INC Healthcare 1,856.0 $313K 0.01% NEW $168.66 -5.6%
455 COF CAPITAL ONE FINL CORP Financial Services 1,560.0 $313K 0.01% -1K -47.7% $200.66 +8.2%
456 HROW HARROW INC Healthcare 7,345.0 $312K 0.01% $42.47 -7.4%
457 HLIT HARMONIC INC Technology 18,680.0 $305K 0.01% NEW $16.33 -23.8%
458 VFH VANGUARD WORLD FD 2,315.0 $305K 0.01% +748.0 +47.7% $131.61 +8.1%
459 PCG PG&E CORP Utilities 18,065.0 $304K 0.01% +4K +27.7% $16.82 +8.3%
460 IGPT INVESCO EXCHANGE TRADED FD T 2,877.0 $299K 0.01% NEW $104.10 -11.9%
Page 23 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%