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Portfolio (Quarterly) Guide ↗

Procyon Advisors, LLC

· CIK 0001804329
13F Portfolio $1.7B AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 507 New
Page 25 of 26  ·  507 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 GLNG GOLAR LNG LTD Energy 5,121.0 $207K 0.01% NEW $40.41 +29.4%
482 TDG TRANSDIGM GROUP INC Industrials 157.0 $207K 0.01% NEW $1317.97 -9.1%
483 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 5,274.0 $207K 0.01% NEW $39.19 -16.3%
484 EXC EXELON CORP Utilities 4,575.0 $206K 0.01% NEW $45.01 +0.8%
485 TYL TYLER TECHNOLOGIES INC Technology 392.0 $205K 0.01% NEW $523.16 -39.4%
486 PGR PROGRESSIVE CORP Financial Services 827.0 $204K 0.01% NEW $246.88 -17.9%
487 VHT VANGUARD WORLD FD 786.0 $204K 0.01% NEW $259.60 +6.5%
488 KNSL KINSALE CAP GROUP INC Financial Services 478.0 $203K 0.01% NEW $425.26 -26.6%
489 ETHA ISHARES ETHEREUM TR Financial Services 6,432.0 $203K 0.01% NEW $31.51 -48.7%
490 CNP CENTERPOINT ENERGY INC Utilities 5,215.0 $202K 0.01% NEW $38.80 +9.5%
491 CDNS CADENCE DESIGN SYSTEM INC Technology 572.0 $201K 0.01% NEW $351.26 +2.0%
492 IJK ISHARES TR 2,092.0 $201K 0.01% NEW $95.89 +15.6%
493 HBAN HUNTINGTON BANCSHARES INC Financial Services 10,908.0 $188K 0.01% NEW $17.27 -8.2%
494 AMCOR PLC 22,869.0 $187K 0.01% NEW $8.18
495 SAN BANCO SANTANDER S.A. Financial Services 17,231.0 $181K 0.01% NEW $10.48 +18.1%
496 PCG PG&E CORP Utilities 11,505.0 $173K 0.01% NEW $15.08 +9.0%
497 ACVA ACV AUCTIONS INC Consumer Cyclical 16,727.0 $166K 0.01% NEW $9.91 -40.5%
498 VTRS VIATRIS INC Healthcare 15,774.0 $156K 0.01% NEW $9.90 +67.6%
499 BFLY BUTTERFLY NETWORK INC Healthcare 77,382.0 $149K 0.01% NEW $1.93 +132.1%
500 NVTS NAVITAS SEMICONDUCTOR CORP Technology 20,000.0 $144K 0.01% NEW $7.22 +237.7%
Page 25 of 26  ·  507 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 31.4%
Financial Services 14.3%
Consumer Cyclical 11.7%
Industrials 10.3%
Communication Services 9.3%
Healthcare 8.7%
Consumer Defensive 5.2%
Energy 3.5%
Utilities 3.1%
Basic Materials 1.5%