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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 24 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SPRX LISTED FDS TR 5,136.0 $298K 0.01% -37K -87.9% $57.98 -21.5%
462 FLEX FLEX LTD Technology 1,834.0 $297K 0.01% NEW $162.07 -31.0%
463 ES EVERSOURCE ENERGY Utilities 4,065.0 $294K 0.01% +740.0 +22.3% $72.27 -0.8%
464 EPI WISDOMTREE TR 6,864.0 $294K 0.01% +552.0 +8.8% $42.78 +0.9%
465 FAF FIRST AMERN FINL CORP Financial Services 4,243.0 $291K 0.01% $68.59 +7.3%
466 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 15,609.0 $291K 0.01% NEW $18.64 +2.5%
467 CARR CARRIER GLOBAL CORPORATION Industrials 3,940.0 $289K 0.01% -1K -25.2% $73.35 -19.9%
468 KFY KORN FERRY Industrials 4,336.0 $289K 0.01% NEW $66.58 +26.1%
469 MCN XAI MADISON EQUITY PREMIUM I Financial Services 52,234.0 $288K 0.01% +3K +5.7% $5.52 +2.4%
470 ITA ISHARES TR 1,175.0 $285K 0.01% -27.0 -2.2% $242.42 -2.5%
471 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 19,476.0 $283K 0.01% +7K +52.7% $14.54 -0.7%
472 AFL AFLAC INC Financial Services 2,397.0 $281K 0.01% -62.0 -2.5% $117.26 +0.2%
473 SPYV SPDR SERIES TRUST 4,619.0 $281K 0.01% NEW $60.79 +4.8%
474 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,554.0 $280K 0.01% -5K -67.2% $109.77 +0.5%
475 DXCM DEXCOM INC Healthcare 4,088.0 $275K 0.01% NEW $67.35 +32.1%
476 IJK ISHARES TR 2,325.0 $273K 0.01% +233.0 +11.1% $117.50 -1.8%
477 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,963.0 $273K 0.01% NEW $139.09 -3.3%
478 PECO PHILLIPS EDISON & CO INC Real Estate 6,553.0 $273K 0.01% -946.0 -12.6% $41.62 -4.7%
479 TER TERADYNE INC Technology 563.0 $273K 0.01% NEW $484.24 -25.0%
480 ET ENERGY TRANSFER L P Energy 14,176.0 $271K 0.01% -118K -89.3% $19.12 +12.1%
Page 24 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%