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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 25 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BLKB BLACKBAUD INC Technology 3,949.0 $250K 0.01% -135.0 -3.3% $63.32 -53.2%
482 TT TRANE TECHNOLOGIES PLC Industrials 639.0 $249K 0.01% -191.0 -23.0% $388.98 +16.1%
483 ARCC ARES CAPITAL CORP Financial Services 12,235.0 $248K 0.01% NEW $20.23 -7.4%
484 SHEL SHELL PLC Energy 3,368.0 $247K 0.01% NEW $73.48 +18.0%
485 ZTS ZOETIS INC Healthcare 1,963.0 $247K 0.01% -639.0 -24.6% $125.82 -36.6%
486 NVST ENVISTA HOLDINGS CORPORATION Healthcare 11,373.0 $247K 0.01% $21.71 +8.8%
487 BIIB BIOGEN INC Healthcare 1,397.0 $246K 0.01% NEW $175.99 +7.7%
488 AIRR FIRST TR EXCHANGE TRADED FD 2,498.0 $246K 0.01% $98.32 +26.8%
489 TDG TRANSDIGM GROUP INC Industrials 180.0 $240K 0.01% +23.0 +14.7% $1333.43 -10.1%
490 SPOT SPOTIFY TECHNOLOGY S A Communication Services 412.0 $239K 0.01% NEW $580.96 -25.4%
491 HUM HUMANA INC Healthcare 930.0 $238K 0.01% -92.0 -9.0% $256.13 +18.6%
492 ENSG ENSIGN GROUP INC Healthcare 1,361.0 $237K 0.01% -98.0 -6.7% $174.20 -1.4%
493 TD TORONTO DOMINION BK ONT Financial Services 2,513.0 $237K 0.01% NEW $94.20 +16.3%
494 CDNS CADENCE DESIGN SYSTEM INC Technology 756.0 $236K 0.01% +184.0 +32.2% $312.58 +14.7%
495 CRL CHARLES RIV LABS INTL INC Healthcare 1,181.0 $236K 0.01% NEW $199.48 -20.4%
496 HEI HEICO CORP NEW Industrials 726.0 $235K 0.01% NEW $323.59 -6.9%
497 PWR QUANTA SVCS INC Industrials 555.0 $234K 0.01% NEW $422.07 +68.2%
498 AAXJ ISHARES TR 2,500.0 $233K 0.01% NEW $93.12 +22.7%
499 FCX FREEPORT-MCMORAN INC Basic Materials 4,556.0 $231K 0.01% NEW $50.79 +22.7%
500 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 3,358.0 $230K 0.01% NEW $68.36 -11.8%
Page 25 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%