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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 26 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 LQDT LIQUIDITY SVCS INC Consumer Cyclical 6,387.0 $250K 0.01% NEW $39.12 +7.1%
502 SCHM SCHWAB STRATEGIC TR 6,773.0 $250K 0.01% $36.87 -2.3%
503 STE STERIS PLC Healthcare 1,180.0 $248K 0.01% +361.0 +44.1% $210.57 +12.4%
504 PRG PROG HOLDINGS INC Industrials 5,315.0 $248K 0.01% NEW $46.61 -14.7%
505 NSC NORFOLK SOUTHN CORP Industrials 785.0 $247K 0.01% -212.0 -21.3% $314.59 +12.1%
506 HYD VANECK ETF TRUST 4,790.0 $247K 0.01% +616.0 +14.8% $51.51 -2.4%
507 EXC EXELON CORP Utilities 5,291.0 $247K 0.01% +347.0 +7.0% $46.62 -4.7%
508 PHIN PHINIA INC Consumer Cyclical 2,987.0 $246K 0.01% NEW $82.37 -15.0%
509 ACLS AXCELIS TECHNOLOGIES INC Technology 1,298.0 $246K 0.01% NEW $189.45 -36.5%
510 SDY SPDR SERIES TRUST 1,577.0 $240K 0.01% -524.0 -24.9% $152.22 +4.1%
511 CCJ CAMECO CORP Energy 2,344.0 $239K 0.01% -19.0 -0.8% $101.85 +5.4%
512 ESE ESCO TECHNOLOGIES INC Technology 682.0 $239K 0.01% NEW $350.04 -19.1%
513 LNG CHENIERE ENERGY INC Energy 996.0 $238K 0.01% NEW $238.98 +18.9%
514 WPC WP CAREY INC Real Estate 3,329.0 $238K 0.01% $71.50 -0.5%
515 MD PEDIATRIX MEDICAL GROUP INC Healthcare 9,366.0 $237K 0.01% NEW $25.33 +6.4%
516 FDS FACTSET RESH SYS INC Financial Services 1,030.0 $237K 0.01% -517.0 -33.4% $230.08 +28.4%
517 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 10,862.0 $237K 0.01% -892.0 -7.6% $21.80 -34.4%
518 AAA INVESTMENT MANAGERS SER TR I 9,363.0 $233K 0.01% -4K -27.9% $24.90 +0.2%
519 PZA INVESCO EXCH TRADED FD TR II 9,900.0 $233K 0.01% +554.0 +5.9% $23.52 -3.3%
520 VIRTUS DIVIDEND INTEREST & P 15,316.0 $233K 0.01% $15.19
Page 26 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%