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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 28 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 NOBL PROSHARES TR 3,831.0 $215K 0.01% NEW $56.17 +4.4%
542 GLNG GOLAR LNG LTD Energy 4,307.0 $215K 0.01% NEW $49.84 +4.4%
543 MCO MOODYS CORP Financial Services 469.0 $212K 0.01% +51.0 +12.2% $452.92 +13.3%
544 CAG CONAGRA BRANDS INC Consumer Defensive 15,775.0 $212K 0.01% NEW $13.46 +20.8%
545 ILMN ILLUMINA INC Healthcare 1,188.0 $209K 0.01% NEW $175.83 +28.0%
546 KKR KKR & CO INC 2,272.0 $209K 0.01% -1K -34.1% $91.78
547 ECL ECOLAB INC Basic Materials 741.0 $206K 0.01% NEW $278.61 +3.9%
548 ENSG ENSIGN GROUP INC Healthcare 1,282.0 $206K 0.01% -79.0 -5.8% $160.30 +11.7%
549 TPL TEXAS PACIFIC LAND CORPORATI Energy 467.0 $204K 0.01% NEW $437.48 -14.8%
550 MRTN MARTEN TRANS LTD Industrials 11,720.0 $203K 0.01% NEW $17.35 -16.5%
551 AKAM AKAMAI TECHNOLOGIES INC Technology 1,719.0 $203K 0.01% NEW $118.21 -10.5%
552 CEF SPROTT ASSET MANAGEMENT LP Financial Services 5,027.0 $202K 0.01% NEW $40.23 +18.4%
553 XPO XPO INC Industrials 985.0 $202K 0.01% NEW $205.29 -6.5%
554 AOA ISHARES TR 2,064.0 $201K 0.01% NEW $97.59 +1.7%
555 LMAT LEMAITRE VASCULAR INC Healthcare 2,097.0 $201K 0.01% NEW $95.96 -17.7%
556 IWO ISHARES TR 510.0 $201K 0.01% NEW $393.96 -2.1%
557 TDW TIDEWATER INC NEW Energy 3,009.0 $200K 0.01% NEW $66.63 +38.6%
558 SCEC CAPITOL SER TR 8,004.0 $200K 0.01% $25.04 -1.4%
559 HDV ISHARES TR 7,310.0 $200K 0.01% NEW $27.41 +8.8%
560 OIH VANECK ETF TRUST 538.0 $200K 0.01% NEW $371.95 +9.1%
Page 28 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%