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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 30 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 AIOT POWERFLEET INC Technology 15,295.0 $59K 0.00% $3.83 -23.2%
582 PLUG PLUG PWR INC Industrials 14,445.0 $39K 0.00% -90.0 -0.6% $2.71 -16.2%
583 TIDAL TRUST II 11,000.0 $16K 0.00% NEW $1.41
584 QSI QUANTUM SI INC Healthcare 13,671.0 $12K 0.00% $0.89 -4.3%
585 ONMD ONEMEDNET CORP Healthcare 13,814.0 $10K $0.71 -17.4%
586 CAN CANAAN INC Technology 30,054.0 $9K NEW $0.29 +45.3%
587 ALBT AVALON GLOBOCARE CORP Real Estate 21,525.0 $6K +3K +15.7% $0.29 -25.0%
588 CELULARITY INC 11,500.0 $52.0 $0.00
Page 30 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%