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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 24 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 GLW CORNING INC Technology 3,146.0 $275K 0.01% +268.0 +9.3% $87.56 +119.2%
462 AFL AFLAC INC Financial Services 2,459.0 $271K 0.01% -244.0 -9.0% $110.27 +6.8%
463 IEX IDEX CORP Industrials 1,514.0 $269K 0.01% $177.94 +15.6%
464 TECH BIO-TECHNE CORP Healthcare 4,552.0 $268K 0.01% -3K -39.3% $58.81 -20.6%
465 PECO PHILLIPS EDISON & CO INC Real Estate 7,499.0 $267K 0.01% NEW $35.57 +13.9%
466 MPWR MONOLITHIC PWR SYS INC Technology 294.0 $266K 0.01% NEW $906.36 +72.3%
467 CHH CHOICE HOTELS INTL INC Consumer Cyclical 2,792.0 $266K 0.01% $95.26 +17.0%
468 CLX CLOROX CO DEL Consumer Defensive 2,612.0 $263K 0.01% -204.0 -7.2% $100.81 -5.6%
469 ENB ENBRIDGE INC Energy 5,491.0 $263K 0.01% -5K -47.5% $47.83 +20.8%
470 CMS CMS ENERGY CORP Utilities 3,745.0 $262K 0.01% NEW $69.93 +5.3%
471 NVTS NAVITAS SEMICONDUCTOR CORP Technology 36,625.0 $262K 0.01% +17K +83.1% $7.14 +241.5%
472 FAF FIRST AMERN FINL CORP Financial Services 4,243.0 $261K 0.01% NEW $61.44 +10.4%
473 LHX L3HARRIS TECHNOLOGIES INC Industrials 879.0 $258K 0.01% NEW $293.60 +4.3%
474 ITA ISHARES TR 1,202.0 $258K 0.01% +20.0 +1.7% $214.69 +3.9%
475 MAIN MAIN STR CAP CORP Financial Services 4,233.0 $256K 0.01% -45.0 -1.1% $60.38 -15.5%
476 IREN IREN LIMITED Financial Services 6,757.0 $255K 0.01% NEW $37.77 +53.7%
477 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 11,754.0 $254K 0.01% -2K -12.0% $21.58 +1.3%
478 F FORD MTR CO Consumer Cyclical 19,212.0 $252K 0.01% NEW $13.12 +4.2%
479 FE FIRSTENERGY CORP Utilities 5,601.0 $251K 0.01% -513.0 -8.4% $44.77 +1.6%
480 IYY ISHARES TR 1,512.0 $251K 0.01% $165.81 +8.7%
Page 24 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%