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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 9 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IEMG ISHARES INC 33,679.0 $2.3M 0.11% +2K +6.0% $67.22 +19.9%
162 ADBE ADOBE INC Technology 6,350.0 $2.2M 0.11% +800.0 +14.4% $349.99 -30.3%
163 VTV VANGUARD INDEX FDS 11,635.0 $2.2M 0.11% +793.0 +7.3% $191.00 +9.4%
164 GNMA ISHARES TR 49,856.0 $2.2M 0.11% -1K -2.1% $44.54 -1.3%
165 ADSK AUTODESK INC Technology 7,417.0 $2.2M 0.11% +1K +17.7% $296.01 -18.9%
166 WM WASTE MGMT INC DEL Industrials 9,961.0 $2.2M 0.11% -7K -39.8% $219.70 -0.1%
167 ET ENERGY TRANSFER L P Energy 131,985.0 $2.2M 0.11% NEW $16.49 +21.3%
168 RTX RTX CORPORATION Industrials 11,842.0 $2.2M 0.11% +2K +22.0% $183.40 -4.7%
169 LMT LOCKHEED MARTIN CORP Industrials 4,465.0 $2.2M 0.11% +92.0 +2.1% $483.72 +8.1%
170 VOO VANGUARD INDEX FDS 3,443.0 $2.2M 0.11% +262.0 +8.2% $627.05 +8.9%
171 NTAP NETAPP INC Technology 19,852.0 $2.1M 0.10% +3K +20.4% $107.09 +15.7%
172 ACN ACCENTURE PLC IRELAND Technology 7,611.0 $2.0M 0.10% -303.0 -3.8% $268.28 -33.7%
173 DELL DELL TECHNOLOGIES INC Technology 16,154.0 $2.0M 0.10% +6K +62.2% $125.88 +100.9%
174 IXUS ISHARES TR 23,759.0 $2.0M 0.10% -359.0 -1.5% $84.64 +12.4%
175 TIP ISHARES TR 18,264.0 $2.0M 0.10% +4K +31.4% $109.91 +0.4%
176 FFIV F5 INC Technology 7,810.0 $2.0M 0.10% +2K +30.1% $255.26 +50.3%
177 IWP ISHARES TR 14,508.0 $2.0M 0.10% +86.0 +0.6% $136.94 +0.6%
178 IDXX IDEXX LABS INC Healthcare 2,905.0 $2.0M 0.10% NEW $676.64 -18.3%
179 CRM SALESFORCE INC Technology 7,408.0 $2.0M 0.10% -493.0 -6.2% $264.90 -33.4%
180 VSS VANGUARD INTL EQUITY INDEX F 13,478.0 $1.9M 0.10% $143.33 +10.7%
Page 9 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%