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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 27 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 VFH VANGUARD WORLD FD 1,567.0 $209K 0.01% NEW $133.48 -4.8%
522 SSD SIMPSON MFG INC Industrials 1,290.0 $208K 0.01% -17.0 -1.3% $161.47 +14.6%
523 STE STERIS PLC Healthcare 819.0 $208K 0.01% -72.0 -8.1% $253.52 -14.8%
524 SAN BANCO SANTANDER SA Financial Services 17,660.0 $207K 0.01% +429.0 +2.5% $11.73 +5.5%
525 COIN COINBASE GLOBAL INC Financial Services 909.0 $206K 0.01% NEW $226.14 -14.4%
526 HEICO CORP NEW 813.0 $205K 0.01% NEW $252.36
527 SCHM SCHWAB STRATEGIC TR 6,773.0 $204K 0.01% -861.0 -11.3% $30.07 +14.9%
528 SCEC CAPITOL SER TR 8,004.0 $203K 0.01% NEW $25.35 -1.9%
529 IJK ISHARES TR 2,092.0 $203K 0.01% $96.88 +14.4%
530 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 2,961.0 $202K 0.01% NEW $68.23 +12.2%
531 AMCOR PLC 23,912.0 $199K 0.01% +1K +4.6% $8.34
532 VIRTUS DIVIDEND INTEREST & P 15,305.0 $197K 0.01% NEW $12.89
533 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 12,755.0 $196K 0.01% NEW $15.34 -3.4%
534 VTRS VIATRIS INC Healthcare 14,376.0 $179K 0.01% -1K -8.9% $12.45 +33.2%
535 MARA MARA HOLDINGS INC Financial Services 18,225.0 $164K 0.01% NEW $8.98 +50.9%
536 USA LIBERTY ALL STAR EQUITY FD Financial Services 25,473.0 $160K 0.01% NEW $6.28 -8.0%
537 TH TARGET HOSPITALITY CORP Industrials 18,845.0 $151K 0.01% NEW $8.01 +128.0%
538 BLUE OWL CAPITAL CORPORATION 11,500.0 $143K 0.01% NEW $12.43
539 BGC BGC GROUP INC Financial Services 15,405.0 $138K 0.01% NEW $8.93 +24.6%
540 ACVA ACV AUCTIONS INC Consumer Cyclical 16,727.0 $134K 0.01% $8.02 -26.4%
Page 27 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%