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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 4 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MBB ISHARES TR 89,832.0 $8.5M 0.37% -543.0 -0.6% $94.52 -0.8%
62 ACWX ISHARES TR 107,458.0 $8.2M 0.35% +88K +446.6% $76.11 +2.8%
63 ABBV ABBVIE INC Healthcare 32,392.0 $8.2M 0.35% -360.0 -1.1% $251.64 +5.6%
64 SOXX ISHARES TR 12,701.0 $8.1M 0.35% +12K +1186.8% $640.78 -19.8%
65 EFG ISHARES TR 64,594.0 $8.0M 0.35% -2K -2.6% $124.42 +1.4%
66 TLT ISHARES TR 91,583.0 $7.9M 0.34% +80K +665.8% $86.42 -3.4%
67 VTIP VANGUARD MALVERN FDS 157,374.0 $7.9M 0.34% -34K -17.7% $50.23 -0.8%
68 JNJ JOHNSON & JOHNSON Healthcare 30,495.0 $7.7M 0.33% -1K -3.8% $253.97 +7.5%
69 LLY ELI LILLY & CO Healthcare 6,408.0 $7.7M 0.33% -819.0 -11.3% $1199.47 +2.8%
70 AXP AMERICAN EXPRESS CO Financial Services 22,540.0 $7.6M 0.33% -6K -20.3% $338.26 -0.7%
71 PH PARKER-HANNIFIN CORP Industrials 5,069,169.0 $7.6M 0.33% $1.50 +67871.6%
72 IEI ISHARES TR 64,226.0 $7.5M 0.33% -9K -12.2% $117.45 -0.5%
73 SCHC SCHWAB STRATEGIC TR 156,738.0 $7.5M 0.33% -12K -6.9% $48.12 +7.6%
74 COWZ PACER FDS TR 120,910.0 $7.5M 0.32% -13K -9.8% $62.20 +15.9%
75 QQQ INVESCO QQQ TR Financial Services 10,165.0 $7.5M 0.32% -13K -57.0% $736.39 -3.5%
76 SLV ISHARES SILVER TR Financial Services 139,203.0 $7.4M 0.32% +113K +424.9% $53.47 +16.6%
77 XOM EXXON MOBIL CORP Energy 54,246.0 $7.4M 0.32% +4K +8.0% $136.72 +17.5%
78 VLO VALERO ENERGY CORP Energy 27,414.0 $7.1M 0.31% +5K +21.5% $260.44 +30.7%
79 FORTINET INC 46,331.0 $7.1M 0.31% +17K +58.1% $153.62
80 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 7,231.0 $7.0M 0.30% NEW $965.01 -14.9%
Page 4 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%