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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 3 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 USFR WISDOMTREE TR 208,054.0 $10.5M 0.52% +20K +10.8% $50.32 +0.3%
42 AXP AMERICAN EXPRESS CO Financial Services 28,297.0 $10.5M 0.52% +22K +356.0% $369.95 -16.3%
43 FNCL FIDELITY COVINGTON TRUST 130,687.0 $10.2M 0.50% +5K +3.7% $77.74 -5.1%
44 TSLA TESLA INC Consumer Cyclical 21,603.0 $9.7M 0.48% +8K +58.4% $449.73 -7.2%
45 IGSB ISHARES TR 182,563.0 $9.7M 0.48% -23K -11.1% $52.88 -1.1%
46 EFA ISHARES TR 99,985.0 $9.6M 0.47% -863.0 -0.9% $96.03 +8.5%
47 SDVY FIRST TR EXCHANGE-TRADED FD 247,262.0 $9.5M 0.47% +9K +3.9% $38.32 +7.9%
48 VTIP VANGUARD MALVERN FDS 191,136.0 $9.5M 0.47% -5K -2.5% $49.46 +1.6%
49 IVV ISHARES TR 12,930.0 $8.9M 0.44% +247.0 +1.9% $684.95 +8.9%
50 CSCO CISCO SYS INC Technology 113,651.0 $8.8M 0.43% +5K +4.6% $77.03 +53.4%
51 IEI ISHARES TR 73,148.0 $8.7M 0.43% -922.0 -1.2% $119.35 -1.8%
52 MBB ISHARES TR 90,375.0 $8.6M 0.42% -1K -1.3% $95.22 -1.4%
53 SCHP SCHWAB STRATEGIC TR 317,307.0 $8.4M 0.41% -5K -1.7% $26.49 +0.5%
54 PLTR PALANTIR TECHNOLOGIES INC Technology 46,439.0 $8.3M 0.41% +965.0 +2.1% $177.75 -22.8%
55 XLV SELECT SECTOR SPDR TR 53,292.0 $8.2M 0.41% +25K +88.6% $154.80 -4.3%
56 COWZ PACER FDS TR 133,991.0 $8.1M 0.40% -10K -6.8% $60.17 +5.3%
57 GOOG ALPHABET INC Communication Services 24,938.0 $7.8M 0.39% +5K +27.9% $313.80 +22.2%
58 MINT PIMCO ETF TR 77,840.0 $7.8M 0.39% -1K -1.4% $100.34 +0.3%
59 LLY ELI LILLY & CO Healthcare 7,227.0 $7.8M 0.38% +5K +176.8% $1074.72 -3.1%
60 RSP INVESCO EXCHANGE TRADED FD T 40,400.0 $7.7M 0.38% +28K +216.3% $191.56 +6.9%
Page 3 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%