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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 27 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 EQIX EQUINIX INC Real Estate 223.0 $232K 0.01% NEW $1042.39 +3.6%
522 TD TORONTO DOMINION BK ONT Financial Services 1,913.0 $232K 0.01% -600.0 -23.9% $121.43 -1.6%
523 BFLY BUTTERFLY NETWORK INC Healthcare 27,382.0 $231K 0.01% -50K -64.6% $8.42 +2.6%
524 VGSH VANGUARD SCOTTSDALE FDS 3,944.0 $230K 0.01% -7K -63.5% $58.20 -0.1%
525 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,810.0 $228K 0.01% +141.0 +5.3% $81.16 -8.8%
526 SPMD SPDR SERIES TRUST 3,369.0 $228K 0.01% NEW $67.56 -0.6%
527 KEYS KEYSIGHT TECHNOLOGIES INC Technology 645.0 $226K 0.01% -1K -66.9% $350.07 -8.1%
528 LAMR LAMAR ADVERTISING CO Real Estate 1,444.0 $225K 0.01% NEW $155.98 -2.6%
529 D DOMINION ENERGY INC Utilities 3,256.0 $222K 0.01% NEW $68.29 -2.0%
530 ARKK ARK ETF TR 2,749.0 $222K 0.01% NEW $80.83 +6.1%
531 NLR VANECK ETF TRUST 1,913.0 $222K 0.01% NEW $115.95 +6.7%
532 TR TOOTSIE ROLL INDS INC Consumer Defensive 5,586.0 $221K 0.01% NEW $39.55 +4.5%
533 IYY ISHARES TR 1,212.0 $221K 0.01% -300.0 -19.8% $182.28 +2.4%
534 MAIN MAIN STR CAP CORP Financial Services 4,233.0 $220K 0.01% $51.88 +12.6%
535 FBP FIRST BANCORP CORPORATION Financial Services 8,371.0 $218K 0.01% NEW $26.07 +7.9%
536 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 7,200.0 $217K 0.01% NEW $30.14 +1.3%
537 JBHT HUNT J B TRANS SVCS INC Industrials 749.0 $217K 0.01% -1K -59.6% $289.49 -8.9%
538 IDCC INTERDIGITAL INC Technology 763.0 $216K 0.01% NEW $283.20 +21.6%
539 SCHG SCHWAB STRATEGIC TR 6,376.0 $216K 0.01% NEW $33.84 +4.3%
540 ALKS ALKERMES PLC Healthcare 4,111.0 $215K 0.01% NEW $52.40 -6.2%
Page 27 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%