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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 6 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FDX FEDEX CORP Industrials 14,853.0 $4.3M 0.21% -192.0 -1.3% $288.86 +34.6%
102 KLAC KLA CORP Technology 3,510.0 $4.3M 0.21% +256.0 +7.9% $1215.10 +51.6%
103 CVX CHEVRON CORP NEW Energy 27,514.0 $4.2M 0.21% -9K -25.0% $152.41 +25.3%
104 SCHX SCHWAB STRATEGIC TR 154,435.0 $4.2M 0.20% -1K -0.9% $26.91 +8.5%
105 IWD ISHARES TR 19,112.0 $4.0M 0.20% +3K +21.6% $210.34 +11.6%
106 GLD SPDR GOLD TR Financial Services 10,128.0 $4.0M 0.20% +823.0 +8.8% $396.31 +5.2%
107 CME CME GROUP INC Financial Services 14,518.0 $4.0M 0.20% -289.0 -1.9% $273.07 +5.9%
108 ASML ASML HOLDING N V Technology 3,641.0 $3.9M 0.19% +3K +358.6% $1069.90 +48.8%
109 IBM INTERNATIONAL BUSINESS MACHS Technology 13,134.0 $3.9M 0.19% +1K +11.5% $296.21 -14.6%
110 ABT ABBOTT LABS Healthcare 30,586.0 $3.8M 0.19% +4K +15.7% $125.29 -29.9%
111 UNH UNITEDHEALTH GROUP INC Healthcare 11,506.0 $3.8M 0.19% -156.0 -1.3% $330.10 +16.1%
112 BKNG BOOKING HOLDINGS INC Consumer Cyclical 709.0 $3.8M 0.19% +122.0 +20.8% $5351.68 -97.0%
113 GNRC GENERAC HLDGS INC Industrials 27,736.0 $3.8M 0.19% +12K +80.1% $136.37 +81.7%
114 IGIB ISHARES TR 68,933.0 $3.7M 0.18% -638.0 -0.9% $53.88 -1.9%
115 JEPI J P MORGAN EXCHANGE TRADED F 64,690.0 $3.7M 0.18% +831.0 +1.3% $57.24 -2.0%
116 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6,378.0 $3.7M 0.18% +38.0 +0.6% $579.47 -22.0%
117 VLO VALERO ENERGY CORP Energy 22,565.0 $3.7M 0.18% +14K +162.9% $162.79 +55.9%
118 EBAY EBAY INC. Consumer Cyclical 41,752.0 $3.6M 0.18% +5K +12.4% $87.10 +34.5%
119 IEF ISHARES TR 37,267.0 $3.6M 0.18% NEW $96.16 -2.5%
120 MRK MERCK & CO INC Healthcare 33,883.0 $3.6M 0.18% +5K +16.0% $105.26 +10.1%
Page 6 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%